Head of Wealth Management

3 months ago


Ho Chi Minh City, Vietnam Talentnet Full time

$8,000 - $10,000
- Financial Services

**RESPONSIBILITIES**:

- Sales and fundraising - Oversee sales and fundraising planning and implementation for the Vietnam (domestic) market, including both retail and institutional investors. Develop sales/fundraising strategies, research, propose and pilot different channels, establish detailed plans to approach partners and investors, and execute against plans.
- Partnership development and management - Manage Wealth Management’s existing fund distribution channels/partners, ensuring sound execution and long-term growth and profitability. Research and propose opportunities to develop new channels and partnerships, including digital channels and partnerships with non-bank partners.
- Marketing - Develop and execute on marketing and investor education programs to enhance knowledge of investment products and enhance the firm's brand in Vietnam. Develop and run marketing campaigns to enhance direct sales and digital acquisition efforts.
- Operations - Oversee the Wealth Management operations team to ensure routine and ad-hoc fund operations are being executed according to time, quality and regulatory standards. Ensure operations also support sales and business development activities.
- Human Resource management - Recruit, manage and motivate a strong team. Work with Human Resources team to ensure appropriate training/coaching, career development, hiring and firing, succession planning and performance management for all staff.
- Budget management - Prepare the annual budget for review and approval by executive team, and deliver against those targets.

**REQUIREMENTS**:

- Success and track record at sales/fundraising in financial services, ability to identify and approach partners and investors; clear sales/fundraising results.
- Success and track record growing sales and distribution partnerships in different channels, e.g. private banking, wealth management, bancassurance, insurance agency, financial advisors, direct sales.
- Strong people management skills. Able to recruit, lead and manage performance of a large (30+ person team).
- Proven experience managing a budget for a division and/or organisation.
- Strong understanding of Vietnamese business environment; developed networks within the financial services sector in Vietnam.
- Strong analytical and strategic thinking skills.
- Excellent communication skills, both written and oral; strong presentation skills.
- Excellent organizational development, people management and operational skills.
- Ability to foster a healthy organizational culture, to encourage teamwork and collaboration; strong interpersonal skills that include the ability to inspire and motivate; effective at conflict management.

**For more information, please contact**:

- Ms. Truong Thanh Tam (84) 6291 4188 - Ext: 511



  • Ho Chi Minh City, Vietnam VinaCapital Full time

    To grow and manage VinaCapital’s domestic (Vietnam) business by developing and implementing strategic, fundraising/sales and financial goals and objectives. Lead the Wealth Management Sales, Partnership and Marketing teams. **Main duties**: - ** Sales and Fundraising** — Oversee sales and fundraising planning and implementation for the Vietnam...


  • Ho Chi Minh City, Vietnam House of Wealth Full time

    **About us** We are a young dynamic Australian accounting and financial planning practice, currently expanding our base to Ho Chi Minh City. We have a diverse client base with one major specialty: we look after property investors. The majority of our clients come to us because of our expertise in managing property wealth and minimising property related tax....


  • Ho Chi Minh City, Vietnam House of Wealth Full time

    **About us** We are a young dynamic Australian accounting and financial planning practice, currently expanding our base to Ho Chi Minh City. We have a diverse client base with one major specialty: we look after property investors. The majority of our clients come to us because of our expertise in managing property wealth and minimising property related tax....


  • Ho Chi Minh City, Vietnam HSBC Full time

    -Job Advert Details **Some careers have more impact than others.** - If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...


  • Ho Chi Minh City, Ho Chi Minh, Vietnam Click and Connect Online Limited Full time

    Job Title: Senior Wealth ManagerLocation: Remote Working OptionCompany: Click and Connect Online LimitedAbout Us:Click and Connect Online Limited is a leading financial advisory firm specializing in wealth management and financial planning for international clients. Our team of experts provides personalized financial solutions to help clients achieve their...

  • Wealth Manager

    2 weeks ago


    Ho Chi Minh City, Ho Chi Minh, Vietnam Click and Connect Online Limited Full time

    Job Title: Wealth ManagerLocation: Remote Working OptionCompany: Click and Connect Online LimitedAbout Us:Click and Connect Online Limited is a leading provider of financial advisory services, specializing in wealth management and investment solutions for international clients. Our team of experts is dedicated to delivering personalized financial advice and...


  • Ho Chi Minh City, Vietnam HSBC Full time

    -Job Advert Details **Some careers have more impact than others.** - If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...


  • Ho Chi Minh City, Ho Chi Minh, Vietnam Click and Connect Online Limited Full time

    Job Title: Senior Wealth Manager, VietnamCompany: Click and Connect Online LimitedLocation: Remote Working OptionAbout Us:Click and Connect Online Limited is a leading financial advisory firm with a global presence. We specialize in providing comprehensive wealth management solutions to high-net-worth individuals and families.Job Description:Role OverviewWe...


  • Ho Chi Minh City, Vietnam HSBC Full time

    -Job Advert Details **Some careers have more impact than others.** - If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...


  • Ho Chi Minh City, Vietnam Công Ty TNHH House Of Wealth Full time

    **Mô tả công việc**: (Mức lương: 8 - 10 triệu VNĐ) The main duties of this role are: - Answer inquiries regarding services and availability of the personnel - Schedule, reschedule and cancel appointments for clients - Keep the office clean and tidy on a constant basis - Assist in organizing team building activities and promoting a fun team...


  • Ho Chi Minh City, Vietnam Shinhan Bank Full time

    Work Location Ho Chi Minh (District 1) Job Level Experienced (Non - Manager) Job Type Permanent Qualification Bachelor Experiences 2 - 3 Years Salary Negotiable Industry Banking **Job Benefit**: - Insurance - Travel opportunities - Health checkup - Training & Development - Salary review - Financial: - Meet assigned sales targets (revenue, deposit,...

  • Svp, Head of Data

    3 months ago


    Ho Chi Minh City, Vietnam HSBC Full time

    -Job Advert Details **Some careers have more impact than others.** - If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...


  • Ho Chi Minh City, Vietnam HSBC Full time

    -Job Advert Details Some Careers Grow Faster Than Others. If you’re looking for a career that will help you to stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. - Wealth and...


  • Ho Chi Minh City, Vietnam HSBC Full time

    -Job Advert Details **Some careers have more impact than others.** - If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...


  • Ho Chi Minh City, Vietnam Công Ty TNHH American University Of Science Full time

    **Mô tả công việc**: (Mức lương: 20 - 25 triệu VNĐ) - Provide high-level administrative support, manage schedules, coordinate meetings, handle confidential information, and ensure efficient communication - Assist in budget planning, prepare reports - Maintain records and prepare reports on operational performance - Handle confidential...


  • Ho Chi Minh City, Vietnam UOB Vietnam Full time

    **About UOB**: United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and...


  • Ho Chi Minh City, Vietnam UOB Vietnam Full time

    **About UOB** United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and...


  • Ho Chi Minh City, Vietnam UOB Vietnam Full time

    **About UOB**: United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, as well as...


  • Ho Chi Minh City, Vietnam talentnet corporation Full time

    Xem và nộp hồ sơ ngay **Lưu ý**: - Người tìm việc đang xem tin **Head of Project Management (Solar)**: - **Mã tin đăng: 3583002**. Mọi thông tin liên quan tới tin tuyển dụng này là do người đăng tin đăng tải và chịu trách nhiệm. Chúng tôi luôn cố gắng để có chất lượng thông tin tốt nhất,...


  • Ho Chi Minh City, Vietnam Source of Asia Full time

    Way beyond a simple consulting firm, Source of Asia is an international business accelerator. In simple words, we enable our customers to explore, operate and grow business in Vietnam, across ASEAN, and further afield. We thrive on challenges, permanently motivated to learn and grow along the way. We believe success lies in the human relationships we build....