Senior Expert, Investment Solution Development

Key Accountabilities (1)

• Researching and developing investment products and services
• Researching customer's insight, learning about wealth management’s platform of partners, assisting in building asset modeling for customer
• Pitching suitable partners, exercising due diligence; developing partnerships (internal/ external)
• Developing customer onboarding journey based on researches of customers’ behaviors; working with all partners to develop suitable solution

Success Profile - Qualification and Experiences

• Have experience and deep understanding of investment products (bond funds, stock...)
• Have experience working directly with customers (experience in sales or consulting) to understand customer needs and behaviors, being able to deploy suitable solutions for customer
• Have experience in the role of partnership management (internal/ external), have good stakeholder management skills
• Have experience with developing investment solution