PR/095266 | Investment Solutions Manager

Company and Job Overview

JAC’s client, an international investment consulting and global immigration services company, is looking for an Investment Solutions Manager

Location: Ho Chi Minh City

Headcount: 1
    
Job Responsibilities

• Analyze differences between financial products in Hong Kong and Vietnam;

• Design solutions for attracting Vietnamese HNWIs to open accounts in Hong Kong and purchase insurance;

• Collaborate with insurance companies, banks, and other financial institutions to develop cross-border financial products;

• Research the advantages of product portfolios and collaborate with Wealth Relationship Managers to optimize product combinations after obtaining the approval of the General Manager;

• Support Wealth Relationship Managers with specific financial planning recommendations.

Job Requirements

• Bachelor’s degree or above in Financial Services, Finance, Economics, Business Administration, or a related discipline.

• Minimum 7 - 8 years of client service or relationship management experience in reputable financial institutions.

• Proven track record of sales or advisory success in the alternative fund industry, or a legal background in funds/investments.

• Exceptional interpersonal and communication skills, with a strong commitment to delivering superior client service.

• Resourceful, independent, and self-motivated professional who can navigate complex client needs and deliver results.

• Proactive and driven mindset with a continuous pursuit of personal and professional excellence.