Investment Consultant

Chi tiết - Investment Consultant

Investment Consultant

  • Industry: Financial Services
  • Form of work: Fulltime
  • Field: Insurance/ Securities
  • Posted date 23/09/2022
  • Location: Ho Chi Minh
  • Expired date: 23/10/2022

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CONTACT

Company Contacts:

Person in charge:

RESPONSIBILITIES

  • Search and develop new customers in the Priority Customer segment (NAV>500 million)
  • Consulting customers to understand the Company’s Asset Tower; helping customers practice the DGO investment path that is suitable for them.
  • Consulting customers on Personal Financial Management, Asset Allocation.
  • Key products are Deposits, Bonds, Fund Certificates.

REQUIREMENTS

  • University degree in Finance, Economics, etc.
  • 3 years of experience in developing priority customers at banks, securities companies, real estate.
  • Ability to advise on asset allocation for customers; experience in advising customers on deposits, fund certificates, bonds is an advantage.
  • Professional appearance.

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