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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.