Senior Associate Wealth Advisor

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:

• Working time: 5 days/week (Monday to Friday).
• Opportunity for promotion and career development.
• Competitive Income.
• Attractive Commission’s Policy.
• Compulsory Insurances full salary (Social Insurance, Health Insurance, Unemployment Insurance) based on the Labor Code and PVI premium health Insurance based on the Companys regulations.
• 11 Public holidays based on the Labor Code, 17 Annual leave days based on the Companys regulation, 5-year-employee has 1 more annual leave day.
• Company Team Building Trip every year.
• Participate in other Company activities: Sports, Family Day, Childrens Day.
• Training sponsorship programs: Securities certificates, Soft skills, technical skills.
• Professional and dynamic working environment.
• Salary: attractive remuneration package.

Workplace:

• Vietcap Securities Joint Stock Company
• Floor 16, Doji Building, 81-83B-85 Ham Nghi Street, District 1, HCMC
• Email: job@vietcap.com.vn