Investment Advisor – Vic

Investment Advisor – VIC
• Boutique and Premium Investment Advisory and Wealth Management business

• Wholesale & High Net Worth client coverage- Australia and Vietnam/South East Asia.

• High performing team with genuine career development opportunities

We are a boutique Investment Advisory and wealth management firm based in Melbourne and regional office in Vietnam. Our founding team have decades of experience in Investment Advisory and wealth management at global firms and we are actively seeking an Investment Advisor for our Melbourne team. As an Investment Advisor, you will take on a vital role in acquiring and servicing clients, contributing to driving growth and fostering enduring relationships. Successful candidate must have fluency in both English and Vietnamese.

If you are a dynamic and driven sales professional with a passion for investment sales and a desire to work with wholesale and High Net Worth clientele, we encourage you to apply for this position. Please reach out for a confidential discussion to Daniel Le CEO at ****@letaxcapital.com.au. In this position, you will lead sales activities, collaborating closely with the client services and management team. 

Your key responsibilities (90% of time and efforts)
1. Identifying and cultivating new clients through your own networks and marketing plans and through the firm’s existing referral networks and clients/leads
2. Raise investment capital for suitable products
3. Increase the firm’s funds under advice
4. Building and nurturing relationships with wealth clients
5. Assist in responding to enquiries of your designated clients
6. Review and negotiate contracts with potential clients
7. Represent our brand in a professional manner with new and existing clients.
 

Additional responsibilities (10% of time and efforts)
8. Support senior management in organising marketing events (both online and in-person seminars)
9. Support social media and digital marketing campaigns
 

What you need to have/possess
• We are seeking a team player with a demonstrated track record in sales (preferably directly related to the High Net Worth (HNW) market) with at least 3 years’ experience in the Funds Management/Financial/Property/Professional Services Industry, in a sales / distribution role.
• Strong experience in identifying, pursuing and creating sales opportunities, as well as developing long-term sales strategies.
• Excellent communication and interpersonal skills with the ability to build and maintain relationships with clients and internal stakeholders.
• Bachelor's degree in finance, economics, accounting, marketing or a related field. Understanding of investment products, financial markets a plus.
• Self-motivated, with ability to work independently and willingness to travel as needed
• Fluency in English and Vietnamese
What you will get
• A highly flexible working arrangement and working hours.
o You can work multiple jobs, subject to prior agreement with senior management
o You can work remotely and/or work from home most of the time.
• Work directly with experienced founders and senior management team
• Opportunity to learn about complex investment products and investment process applicable to HNW clients
• Competitive sales commission structure. You will be paid:
o Competitive revenue sharing % based on the total revenue from clients that you help win/convert.
o Revenue sharing is recurring on yearly basis, paid pro-rata monthly or quarterly
• Potential Equity offering /profit sharing for the right candidate
• Allowance for travel/business development expense disbursements
Other requirements
• You must be legally permitted to work in Australia

Only suitable candidates will be contacted.