International Wealth Management Advisor, Vietnam

4 weeks ago


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

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.
Qualifications

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.
What We Offer

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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