Report to: Wealth Management Director

Department: Bonds & Private Wealth

Company Overview:

Vietcap is a leading financial services firm dedicated to providing tailored wealth management solutions to high-net-worth individuals (HNWIs) and affluent clients. Our team of experienced professionals is committed to delivering exceptional service and building lasting relationships with our clients. We are currently seeking a Wealth Advisor to join our dynamic team and focus on expanding our client base and managing client relationships.

Job Summary:

The Wealth Advisor will be responsible for identifying, acquiring, and managing relationships with high-net-worth individuals and affluent clients. This role requires a strong understanding of wealth management and financial planning. The ideal candidate will be proactive in seeking new business opportunities while maintaining and nurturing existing client relationships.

Key Responsibilities:

• Client Acquisition: Proactively seek out and engage high-net-worth individuals and affluent clients through networking, referrals, and targeted marketing efforts.
• Relationship Management: Develop and maintain strong, long-term relationships with clients by providing personalized service and financial advice tailored to their unique needs and goals.
• Financial Planning & Investment Strategy: Work closely with the Portfolio Manager to conduct thorough assessments of clients' financial situations, ensuring a holistic view of their assets, liabilities, and financial goals, risk tolerance.
• Market Awareness: Stay updated on market trends, economic conditions, and financial products 
• Collaboration: Work closely with internal teams, to ensure a cohesive approach to client management and service delivery.
• Compliance: Ensure all client interactions and transactions comply with regulatory standards and company policies.
• Additional Duties: Undertake other responsibilities and projects as assigned by the WM Director.

Qualifications:

• Degree in finance, economics, management, or related field.
• Minimum of 5 years of experience in wealth management, financial advisory, banking or a related field.
• Strong understanding of HNWI and affluent clients’ insights.
• Excellent interpersonal and communication skills, with the ability to build rapport and trust with clients.
• Self-motivated, results-oriented, and capable of working independently as well as part of a team.
• Relevant certifications (e.g., Securities Broker and Investment Consultant…) are preferred.

Benefits:

• 5 working days per week (Monday to Friday) 
• Clear career progression with strong opportunities for advancement 
• Competitive total compensation package, including performance-based incentives and long-term incentive opportunities.
• Full compulsory insurance coverage based on full salary (Social, Health, and Unemployment Insurance) in accordance with the Labor Code, along with PVI premium health insurance in line with Company policy 
• 11 public holidays in accordance with the Labor Code; 15-20 days of annual leave, one extra day for every 5 years of service
• Annual company activities, including team building trips, sports events, Family Day, and Children’s Day
• Sponsored training and professional development programs (e.g. securities certifications, soft skills, and technical skills) 
• A professional, dynamic, and collaborative working environment.

Workplace:

Vietcap Securities Joint Stock Company

Floor 16, Doji Building, 81-83B-85 Ham Nghi Street, Sai Gon Ward, HCMC

 Email: job@vietcap.com.vn

Powered by Froala Editor