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Wealth Advisor

Công Ty CP Chứng Khoán VNDIRECT
Updated: 05/02/2019

Employment Information

Job Description

- Developing new and existing institutional and wealth client relationships

- Contributing investment ideas and working closely with IB, Finance, Security Service, Research, Asset management….. to improve and validate product and service offerings

- To generate revenue by presenting investment opportunities to wealth clients.

- Developing Investment Strategies for clients based on customer need and personal context. Selling & servicing clients with investment/research ideas to maximize revenues and clients’ benefits.

- Successfully revived business from many accounts which were dormant using strong relationship network and aggressive sales servicing.

- Ensure compliance with internal and external guidelines.

- Reporting to Head of Wealth Direct.

Job Requirement

- 4 - 5 years experience in investment banking or wealth management. CFA level 2, MBA, oversea study, hand-on experience IPO, private placement, PE would be an advantage

- Excellent communication and selling skills of financial ideas, investment opportunity and market updates

- Ability to interpret research, corporate, market insights and communicate effectively to clients

-Ability to understand client requirements and to design/provide appropriate products and service

-Ability to work with different function in the company to serve clients’ need at company’s level and leverage company’s customer base

-Enthusiastic and a Team player, strong will and energy, entrepreneurship mindset/spirit

More Information

  • Job type : Permanent

Company Overview

Công Ty CP Chứng Khoán VNDIRECT size: 100-499
Công ty Cổ phần Chứng khoán VNDIRECT được thành lập từ năm 2006, với cổ đông sáng lập là Tập đoàn đầu tư tài chính IPA. Công ty hoạt động theo giấy phép số...Detail

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Wealth Advisor

Công Ty CP Chứng Khoán VNDIRECT

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