International Wealth Management Advisor, Vietnam
4 weeks ago
We are seeking a skilled and experienced International Wealth Management Advisor to join our team in Vietnam. The successful candidate will be responsible for managing and growing a portfolio of affluent clients by providing tailored financial advice and investment strategies.
Key Responsibilities- Client Relationship Management: Building and maintaining strong relationships with affluent clients, understanding their financial goals, risk tolerance, and investment preferences.
- Financial Planning: Creating personalized financial plans encompassing retirement, tax, estate planning, and more.
- Investment Strategy: Developing and implementing customized investment strategies, utilizing a wide range of financial products and services offered by the company.
- Market Analysis: Staying updated with global financial markets, economic trends, and investment opportunities to provide informed advice.
- Client Education: Educating clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.
- Compliance: Ensuring all advisory activities comply with regulatory standards and company policies.
- Collaboration: Working closely with internal teams, including research, compliance, and operations, to deliver comprehensive wealth management solutions.
The ideal candidate will have:
- A Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or professional certifications (e.g., DipFa, CFA, CFP) is also required.
- 5-7 years of experience in wealth management with a transferable international client base.
- Strong analytical and quantitative skills.
- Excellent communication and interpersonal skills.
- Proven ability to build and maintain relationships with affluent clients.
- Proficiency in using financial planning and portfolio management tools.
- Ability to work independently and as part of a team.
- In-depth understanding of financial markets, investment products, and regulatory requirements in international markets.
- Fluency in English is required.
Competitive salary: ₫500,000,000 - ₫600,000,000 per annum (based on experience), plus benefits package and opportunities for professional growth and development.
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