Private Banker

The Private Banker is responsible for delivering holistic wealth management solutions to high-net-worth (HNW) clients through tailored financial advisory and investment strategies.

This role focuses on deepening client relationships, optimizing portfolio performance, and providing bespoke financial solutions aligned with clients long-term wealth preservation and growth objectives.

• Develop and manage a portfolio of high-net-worth clients, acting as a trusted financial advisor
• Design and implement customized financial plans, including investment, insurance, and wealth structuring solutions
• Provide strategic asset allocation recommendations based on clients risk appetite, financial goals, and market conditions
• Actively monitor and manage investment portfolios to optimize performance and mitigate risks
• Identify cross-selling opportunities across banking, investment, and insurance products
• Build and maintain long-term relationships through proactive engagement and superior client service
• Stay updated on market trends, macroeconomic developments, and financial products to provide timely insights
• Ensure full compliance with regulatory requirements, internal policies, and ethical standards

• Bachelor's degree in Finance, Economics, Business Administration, or related fields
• Minimum 37 years of experience in Private Banking, Wealth Management, or Priority Banking (depending on seniority level)
• Strong expertise in:
• Financial Planning
• Investment Advisory
• Asset Allocation
• Solid understanding of financial markets, investment products, and wealth management solutions
• Professional certifications such as CFA, CFP are highly preferred
• Proven ability to build and manage relationships with high-net-worth clients
• Excellent communication, negotiation, and interpersonal skills
• High level of professionalism, integrity, and client-centric mindset
• Ability to thrive in a fast-paced, performance-driven environment

• Access to one of the largest client bases in Vietnam's banking sector
• Strong brand reputation and institutional credibility
• Opportunity to work with a growing HNW/UHNW client segment
• Competitive compensation and performance-based incentives
• Clear career progression within the Wealth Management ecosystem

Interested candidates may connect directly via:

• Email: [Confidential Information]
• LinkedIn: Direct message to the hiring contact