Portfolio Director

1 week ago


Ho Chi Minh City, Vietnam Persolkelly Vietnam Full time

Attractive Package
- Leading securities firm in Vietnam
- Responsibilities:_

**Performance**
- Manage and be accountable for the whole Wealth Management business's P&L.
- Understand and utilize performance metrics and trends to align processes, people and set goals to meet high
- net worth clients’ needs and expectations.
- Ensure execution, long-term growth and profitability for high
- net worth clients.
- Find new clients, profitable expansion of the Private Wealth Advisor portfolio.

**Operations**
- Ensure routine and operations are being executed according to time, quality, and regulatory standards.

**Budget Management**
- Prepare the annual budget for review and approval by executive team, and deliver against those.
- Requirements:_
- 8+ year’s financial services operations experience with a minimum 5 years in portfolio management and leadership experience with deep knowledge of high net worth markets.
- Strong brokerage operational and investment background with a depth of understanding of document, regulatory and process requirements.
- Strong knowledge of and experience of supporting managed accounts.

548564


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