Financial Planning Expert, Vietnam Opportunity

4 weeks ago


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

Senior Wealth Manager Job in Vietnam


About the Role: Hebden Consulting, a reputable Independent Financial Advisory firm with international presence, is seeking an accomplished Senior Wealth Manager to join their expanding global team.



Job Overview

The ideal candidate will be responsible for cultivating and managing relationships with high-net-worth clients, devising personalized financial plans, and guiding clients towards financial success.



Key Responsibilities:

  1. Client Relationship Management: Build and maintain strong relationships with affluent clients, understanding their financial goals, risk tolerance, and investment preferences.
  2. Financial Planning: Develop comprehensive financial plans tailored to each client’s needs, including retirement planning, tax optimization, estate planning, and more.
  3. Investment Strategy: Create and implement personalized investment strategies, utilizing a wide range of financial products and services offered by Hebden Consulting.
  4. Portfolio Management: Monitor and manage client portfolios.
  5. Market Analysis: Stay updated with global financial markets, economic trends, and investment opportunities to provide informed advice.
  6. Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.
  7. Compliance: Ensure all advisory activities comply with regulatory standards and company policies.
  8. Collaboration: Work closely with internal teams, including research, compliance, and operations, to deliver comprehensive wealth management solutions.


Requirements

The successful candidate will have:



  1. Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  2. A minimum of 5-7 years of international experience in wealth management and financial advisory.
  3. Strong analytical and quantitative skills.
  4. Excellent communication and interpersonal skills.
  5. Fluency in English.


What We Offer

Hebden Consulting offers a competitive salary ranging from $80,000 to $120,000 per annum, depending on experience, plus benefits including a comprehensive health insurance package, retirement savings plan, and opportunities for professional growth and development.



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