Consultant

• Provides professional customer service and necessary information.
• Demonstrates financial products, marketing research, and consulting services.
• Schedules appointments and meetings through outgoing or cold calls.
• Analyzes financial statements to identify issues.
• Creates financial models, assesses financial status, and evaluates credit risks.
• Calculates investment returns and monitors project progress.
• Coordinates marketing schedules and strategies with management.
• Addresses client questions and requests, including those from Japanese investors.
• Meets sales and marketing goals by analyzing trends and data.
• Creates business development materials and presentations, and presents regular marketing and asset management reports.
• Research industry trends, competitors, and potential clients, and conducts business reviews to ensure client satisfaction.
• Maintains excellent client relationships, resolves complaints, and achieves client relationship targets and KPIs
• Prepares and disseminates correspondence and forms, submits reports, and prepares presentations/proposals. 
• Travels to job locations as needed.
• Performs other assigned functions.

• Bachelor’s degree or higher in Finance, Accounting, or related fields.
• Minimum of 2 years of experience in a similar role.
• Proficiency in MS Excel, particularly in cash flow modeling.
• Finance major with strong knowledge on Vietnamese accounting rules
• Familiarity with real estate and other investment sectors.
• English proficiency at a business level.