Added 19 days ago

Senior Expert Wealth Advisory Management


Job typePermanent

Salary850,000,000-1,000,000,000 (VND)


ExperienceMore than 10 Years

IndustryFinance & Banking

Job summary

Our client is one of the leading commercial banks in Vietnam with a sustainable financial foundation and outstanding product – service portfolio. They are looking for a Private Client Relationship Manager ( PCRM) to join their company.

Job Responsibilities

As the Senior Expert Wealth Advisory Management, you will be responsible for the following:

·      Building tools to help RMs advise and provide investment solutions on the basis of understanding the customer's portfolio

·      Analysis, research and update on market trends, in-depth knowledge of solutions to advise customers on property management:

o  Researching – market trends, competitor products… the property management segment from which to propose new product ideas to customers

o  Develop and implement risk management/control measures to protect customers (portrait profile of risk appetite, asset allocation solutions...)

o  Participate in regular communication about the market and property management activities to the sales and consulting team, as well as to Bank's and external media and channels

·      Work together with product teams to create new investment products to provide to customers and communicate feedback from the market, customers in the process of working.

·      Directly consulting on wealth management services, financial planning with HNWI customers at the suggestion/request of the sales team

·      Other tasks as assigned by Director/ direct manager

·      Key Relationships - Direct Manager

·      Key Relationships - Direct Reports

·      Key Relationships - Internal Stakeholders

·      Key Relationships - External Stakeholders

o  Customers, organizations, business associations, state agencies (GSO, tax authorities ...)

Experience requirements

v Education

·      University degree majoring in Economics/Finance/Banking/Marketing/Business Administration

·      Master's degree or higher is preferred

v Experience

·      Minimum 10 years working experience in banking/finance/Investment/Securities, including experience in consulting/asset investment management for VIP, HNWI clients

v Skills

·      Good working knowledge of product lines, investment markets

·      Excellent stakeholder management and good presentation skills

·      Knowledge of banking operations

·      Understanding of strategy, business model, CVP

  • ·      English requirement: according to Bank's policy

Education requirements

  • Bachelor's degree in Business Administration, Commerce, Marketing or equivalent work experience.

If you are ready to join this exciting opportunity, please contact Mrs. Hien at +84 901728919 or for immediate consideration

Contact Person

  •   Hien Tang
  •  Adecco