Financial Service – Portfolio Manager

  • Ha Noi
  • Manager
  • Full-time
  1. Strategic Planning & Management
    • Lead and develop strategic planning, in terms of portfolio, pricing, channels that support and introduce solutions in building and articulating key marketing strategies.
    • Identify and evaluate new business initiatives, recommend strategies for augmenting short and long-termbusiness growth, perform market & consumer analysis, design portfolio plans and track industry trends
      that could affect production efficiency and profitability.
    • Work closely with Data Analytics in terms of performance across channels to optimize portfolioperformance & provide short and long term forecast & production planning
  2. Portfolio Development
    • Join product development projects and ensure timely Go-to-market plan and monitoring commercial deployment execution to meet project/product objectives and capitalize market opportunities
    • Coordinate & manage communication between all stakeholders to ensure transparency and involvement to achieve short & long – term portfolio strategy & developments
    • Contribute strategically on portfolio formulation and individual product/segment extension strategies.
    • Keep up-to-date of on-going consumer financial products and services trends to ensure portfolio diversify in trend & fuel the growth
    • Drive new initiative product launches in coordination with both internal and external stakeholders.
  3. Portfolio Content
    • Lead portfolio content development & work closely with content & messaging team across Omnichannel to ensure consistency of product selling messages.
    • Provide product characteristics guidelines for guided trails & pilot/survey experiments.
  4. Project & Growth Budget Management
    • Together with the project team, set clear & measurable project goals, establish comprehensive project tasks and a realistic timeline for completion by assigned parties, evaluate progress andmake right adjustments as needed to ensure that clients, internal or external, achieve their desired results
    • Manage portfolio budget planning process and provide strategic marketing budget recommendation in line with business long-range plan.
    • Control budget process to ensure monitoring the usage of each department and provide analysis regarding the variances on monthly basis
    • Recommend changes/corrective plans and actions in order to ensure optimum budget allocation and spending.
  5. Illustrative Key Performance Indicators (not exhaustive)
    • Number of application
    • Convert ratio/rate
    • Share of market
    • Increase in CLVEnhance CVM
  • At least 5+ years in marketing with 2 years portfolio management experience for financial products; Fintech experience in advantage
  • Solid experience in Digital Marketing. Experience with relevant marketing technologies including email marketing, Cloud-based customer relationship management, content management & database management platforms.
  • Strong understands consumer journey and integrated marketing tools to enhance consumers experience
  • Analyzing multi-channel consumer data Data – driven strategy
  • Good package, 13th salary, rewards for achievements, initiatives and good deeds
  • Annual leave: 15 – 20 working days/year and Other leaves/public holidays in accordance with the Labor Law of Vietnam
  • Periodic medical checkup, Health/Social Insurances & Bao Viet Insurance
  • Agile and International exposure working environment, no dress code (it’s your choice to be confident and comfortable)
  • Training courses: The Company will provide customized training courses according to business needs and upon your request
  • Team building, staff retreats and summer camp for excellent employees’ children
  • Gym area, football club, running