Wealth Senior Manager - Head Of Private Wealth
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Job description
Key Responsibilities:
1. Performance
• Manage and be accountable for the whole Wealth Management business's P&L
• Understand and utilize performance metrics and trends to align processes, people and set goals to meet high- net worth clients’ needs and expectations
• Ensure execution, long-term growth and profitability for high- net worth clients
• Find new clients, profitable expansion of the Private Wealth Advisor portfolio
2. Operations
• Ensure routine and operations are being executed according to time, quality, and regulatory standards
3. Personnel
• Recruit, manage and motivate a strong team.
• Work with the Human Resources department to ensure the appropriate training/coaching, career development, hiring and firing, succession planning and performance management for all staff
4. Budget Management
• Prepare the annual budget for review and approval by executive team, and deliver against those
Job requirements
• Degree (or higher) in finance, economics, management, or related field
• Position requires 8+ year’s financial services operations experience with proven experience in sales management and leadership experience with deep knowledge of high net worth markets. At least 5 years of experience in Bonds
• Strong knowledge of and experience of supporting managed accounts
• Preferred candidate with working experience in managing investment portfolio in securities or fund management firms
• 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.
Competitive Analysis
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Price
29.000đ / time
What We Can Offer
Healthcare Plan
Paid Leave
Training
Job Information
04/02/2025
Director and above
Banking & Financial Services > Stockbroking & Trading
English proficiency, Investment Portfolio, Leadership Ability, Sales Management, Wealth Management
Securities
English
8
Vietnamese
Job Locations
Floor 16, Doji Building, 81-83B-85 Ham Nghi Street
15/F, Bitexco Financial Tower, 02 Hai Trieu St., Dist. 1, HCMC
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