Client Advisory Manager

Job summary

Our client is one of the biggest investment institution in Vietnam, looking for candidates for Client Advisory Manager position

Job Responsibilities

• Client Acquisition:
  • Establishing contact with clients and scheduling meetings
  • Conducting risk assessments of client’s current investment
  • Analyzing information and preparing plans best suited to individual clients' requirements
  • Onboarding new clients and fulfill all KYC requirements and account activation for clients across the products offered by our platform
  • Arrange & manage entire documentation for Bank/Broking account opening
• Client Relationship Management:
  • Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
  • Help review and respond to clients' changing needs and financial circumstances
  • Support supervisor in advising and meeting clients on their investment needs based on their risk appetite and performance objective through various investment solutions
• Investment Advisory:
  • Support supervisor to coordinate with Portfolio Manager, Product, and Research team for making investment decisions for the clients
  • Producing investment reports.
  • Support supervisors by liaising with banks and financial services providers
  • Keeping up to date with financial products and legislation
• Compliance:
  • Adherence to all regulatory, statutory, and corporate compliance standards
• Marketing and Sales:
  • Support in promoting and selling financial products and solutions to meet given AUM targets
  • Support in organizing seminars, workshops, and other business development activities 

Experience requirements

• At least 5 years relevant experience in investment advisory and management
• Excellent Communication Skill, Management Skill & Sales Skill

Education requirements

• Bachelor’s degree in finance, Economics, or Banking

Please click the APPLY button or contact Ms. Van Anh Nguyen at +84 83 246 6688 or vananh.nguyen@adecco.com to discuss further.

Contact Person

•   Van Anh Nguyen
•  Adecco