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
