AVP, Asset Allocation Planner (Wealth Product Department)
Core
Implement asset allocation services, manage post-sales warnings and rebalancing, and produce auxiliary sales materials for the institution/team.
Role type
Senior IC asset allocation planner
Builds
Asset allocation services and sales materials
Domain
Wealth management / Investment portfolio
Deliverable
product features
Required skills
Asset allocation, Investment portfolio management, Customer marketing, Wealth management concepts, Investment portfolio concepts
Preferred skills
Financial management qualifications, Investment portfolio concepts
Technologies
N/A
Responsibilities
Implement asset allocation services, Manage post-sales warnings and rebalancing, Refer complex needs to consultants, Produce auxiliary sales materials
Seniority
Senior, hands-on IC