Report to: Managing Director
Department: Private Wealth
Key Responsibilities:
Performance:
• Manage private wealth team to distribute financial products, increase assets under management.
• Build distribution channels and partnership for our financial products.
• Hire and train staff to provide excellent products and services for clients.
• Set goals and KPI's for team and help
sales staff achieve it.
• Have an existing book of high-net-worth clients, and help the clients transfer to Vietcap.
Operations:
• Oversee daily operations to ensure they are executed in line with agreed timelines, quality standards, and regulatory requirements.
• Ensure operational efficiency, risk control, and compliance across all wealth management activities.
Personnel:
• Lead, recruit, develop, and retain top talent to build a high performing, strategically aligned wealth management team.
• Provide coaching, performance feedback, and succession planning to ensure leadership continuity and team growth.
Budget Management:
• Prepare and present the annual budget for executive review and approval.
• Manage resources effectively to deliver business performance within the approved budget.
• Degree in finance, economics, management, or related field.
• Requires 5+ years of financial services experience in sales management. Deep knowledge of how to service high net worth individuals.
• Strong knowledge of and experience of supporting managed accounts.
• Preferred candidate from bank, securities, or fund management firm.
• Detailed understanding of capital markets. Expertise in the financial services industry particularly in Vietnam local market.
• Proven track record in effective sales management, investment and effective recruitment, selection, and continuous employee development.
• Sound operational and risk management knowledge.
• Excellent financial acumen and strong analytical abilities.
• Result-oriented, proactive and creative.
• Proficient in Microsoft Office.
• Excellent communication skills in both English and Vietnamese.
• Excellent written and verbal communication skills.
NGÀY ĐĂNG
19/08/2025
CẤP BẬC
Giám Đốc và Cấp Cao Hơn
NGÀNH NGHỀ
Ngân Hàng & Dịch Vụ Tài Chính > Đầu Tư Tài Chính
KỸ NĂNG
Wealth Management, Investment Portfolio, English proficiency, Leadership Ability, Sales Management
LĨNH VỰC
Chứng khoán
NGÔN NGỮ TRÌNH BÀY HỒ SƠ
Tiếng Anh
SỐ NĂM KINH NGHIỆM TỐI THIỂU
5
QUỐC TỊCH
Không hiển thị
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