Wealth Advisor
Vietcap Securities
Posted
3 weeks ago
Ho Chi Minh City, Vietnam
Onsite
VND 20M
Mid Level
Full Time
Sema Summary
The Wealth Advisor will identify and manage relationships with high-net-worth individuals. This role requires a strong understanding of wealth management and proactive client engagement.
About Company
Vietcap Securities is a leading financial services firm in Vietnam, focused on providing tailored wealth management solutions to high-net-worth individuals. Established in 2007, it has rapidly grown to become one of the fastest growing securities companies in the country.
Core Requirements
- Degree in finance or related field
- 5 years of experience in wealth management
- Strong understanding of HNWI insights
- Excellent interpersonal skills
- Relevant certifications preferred
Responsibilities
- Proactively seek high-net-worth clients
- Develop long-term client relationships
- Conduct financial assessments
- Collaborate with internal teams
- Ensure compliance with regulations
- Engage in targeted marketing efforts
- Undertake additional duties as assigned
Benifits
- Medical insurance
- Opportunity for promotion
- Competitive Income
- Attractive Commission’s Policy
- Training sponsorship programs
Must Have skills
Job Keywords
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