52 Financial Consultant jobs in Vietnam
Financial Consultant
Ho Chi Minh , Ho Chi Minh
₫20000000 - ₫50000000 Y
ShinhanLife
Posted today
Job Viewed
Job Description
- MỤC TIÊU CÔNG VIỆC
Chủ động tìm kiếm và tư vấn các giải pháp bảo hiểm nhân thọ phù hợp cho khách hàng cá nhân, giúp họ bảo vệ tài chính và lập kế hoạch cho tương lai.
- TRÁCH NHIỆM CHÍNH
Tư vấn & Bán hàng:
Tìm kiếm, mở rộng và xây dựng danh sách khách hàng tiềm năng.
Lắng nghe nhu cầu, tư vấn sản phẩm phù hợp với khả năng tài chính.
Hướng dẫn khách hàng hoàn thiện hồ sơ và thủ tục hợp đồng.
Chăm sóc khách hàng:
Duy trì mối quan hệ lâu dài với khách hàng.
Hỗ trợ, đồng hành cùng khách hàng trong suốt thời gian hiệu lực hợp đồng.
Phát triển cá nhân & đội nhóm:
Tham gia các khóa đào tạo kỹ năng và cập nhật kiến thức sản phẩm từ công ty.
Cơ hội phát triển lên các vị trí Quản lý (SL, SM…) khi đạt kết quả tốt và xây dựng được đội nhóm riêng.
YÊU CẦU CÔNG VIỆC
Trình độ: Tốt nghiệp THPT trở lên.
Kinh nghiệm: Không yêu cầu – phù hợp cả với ứng viên mới, muốn chuyển ngành hoặc khởi nghiệp trong lĩnh vực tài chính.
Phẩm chất & Kỹ năng:
Tác phong chuyên nghiệp, có trách nhiệm và định hướng mục tiêu rõ ràng.
Kỹ năng giao tiếp tốt, biết lắng nghe và thấu hiểu khách hàng.
Ham học hỏi, cầu tiến, có thể làm việc độc lập và làm việc nhóm.
QUYỀN LỢI
Hỗ trợ & Đào tạo:
Được đào tạo bài bản về sản phẩm, kỹ năng bán hàng và kỹ năng quản lý.
Có mentor và quản lý trực tiếp (SL) đồng hành trong giai đoạn đầu.
Lộ trình phát triển rõ ràng: Cơ hội thăng tiến lên Quản lý Kinh doanh (SL,SM) chỉ sau 6–12 tháng.
Môi trường năng động:
Thời gian làm việc linh hoạt.
Văn hóa đội nhóm gắn kết, hỗ trợ lẫn nhau.
Tham gia các hoạt động vinh danh, thi đua trong và ngoài nước.
Cơ hội bứt phá thu nhập với 10 nguồn thu hấp dẫn:
Hoa hồng
Thưởng hoạt động đại lý mới
Thưởng năng suất hằng Tháng
Thưởng năng suất hằng Quý
Thưởng tiến độ MDRT/COT/TOT
Thưởng danh hiệu MDRT/COT/TOT nhiều năm
Khoản hỗ trợ đại lý mới
Thưởng phí tái tục
Thưởng danh hiệu Shinhan Partner
Thưởng Elite.
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0
Management Consultant - Financial Services
390000 Thanh Ha
WhatJobs
Posted 4 days ago
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Job Description
Our client, a prestigious management consulting firm, is seeking a highly analytical and strategic Management Consultant to join their practice focusing on the financial services sector. This demanding role will be based in Thai Binh, Thai Binh, VN , and will involve working with leading financial institutions to address complex business challenges, improve operational efficiency, and drive strategic growth. You will be responsible for leading client engagements, conducting in-depth market research, developing innovative solutions, and presenting findings and recommendations to senior executives. The ideal candidate will possess a strong understanding of banking, insurance, or investment management operations, regulatory landscapes, and emerging fintech trends. This position requires exceptional problem-solving abilities, strong project management skills, and the capacity to build and maintain effective client relationships. A background in finance, economics, or business administration, coupled with significant consulting experience, is essential. You will be expected to thrive in a fast-paced, client-facing environment, delivering high-impact results and contributing to the firm's reputation for excellence. This is a challenging opportunity for a seasoned professional to shape the future of financial services through strategic advisement.
Key Responsibilities:
Key Responsibilities:
- Lead client engagements from initial scoping to final delivery, ensuring project objectives are met.
- Conduct comprehensive analyses of client operations, market position, and competitive landscape.
- Identify key business challenges and opportunities within the financial services sector.
- Develop strategic recommendations and actionable implementation plans.
- Create compelling financial models and business cases to support proposed solutions.
- Facilitate workshops and interviews with client stakeholders at all levels.
- Prepare and deliver high-quality presentations and reports to C-suite executives.
- Manage project teams, providing guidance and mentorship to junior consultants.
- Stay current with industry trends, regulatory changes, and technological advancements in financial services.
- Contribute to business development activities and proposal generation.
- MBA or Master's degree in Finance, Economics, Business Administration, or a related field.
- Minimum of 8 years of experience in management consulting, with a strong focus on financial services.
- Demonstrated expertise in areas such as digital transformation, risk management, regulatory compliance, operational improvement, or strategy formulation within banking or insurance.
- Proven track record of successfully leading complex projects and delivering measurable results.
- Exceptional analytical, quantitative, and problem-solving skills.
- Strong presentation, communication, and interpersonal skills.
- Proficiency in financial modeling and data analysis techniques.
- Ability to work effectively under pressure and manage multiple priorities.
- Strategic thinking and a client-centric approach.
- Fluency in English and Vietnamese is required.
This advertiser has chosen not to accept applicants from your region.
1
Management Consultant - Financial Services
45000 Thanh Hoa , Thanh Hoa
WhatJobs
Posted 8 days ago
Job Viewed
Job Description
Our client, a prestigious management consulting firm with a strong presence in the financial services sector, is seeking a seasoned Management Consultant to join their team. This is a critical, client-facing role requiring active engagement at their offices in Thanh Hoa, Thanh Hoa, VN . You will be instrumental in advising leading financial institutions on strategic challenges, operational improvements, and digital transformation initiatives. The ideal candidate will possess deep industry knowledge, a strong analytical toolkit, and exceptional problem-solving capabilities. You will be responsible for leading project workstreams, conducting in-depth client interviews and data analysis, developing strategic recommendations, and presenting findings to senior stakeholders. This role demands excellent communication, interpersonal skills, and the ability to build trusted relationships with clients.
Key responsibilities include:
The ideal candidate will possess a Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related field. A minimum of 5 years of experience in management consulting, with a significant focus on the financial services industry, is required. Strong understanding of banking, insurance, or capital markets is essential. Exceptional analytical, quantitative, and problem-solving skills are crucial, along with excellent written and verbal communication abilities. Proficiency in data analysis tools and presentation software is required. The ability to work effectively under pressure, manage multiple priorities, and thrive in a dynamic client-facing environment is paramount. This role requires strong leadership qualities and a passion for driving impactful change within financial institutions.
Key responsibilities include:
- Leading client engagements within the financial services industry, focusing on areas such as strategic planning, operational efficiency, risk management, and digital transformation.
- Conducting thorough market research and competitive analysis to identify industry trends and opportunities.
- Analyzing client operations, processes, and financial performance to identify areas for improvement.
- Developing innovative and practical solutions to complex business problems faced by financial institutions.
- Creating detailed financial models, business cases, and strategic roadmaps to support client objectives.
- Presenting findings, recommendations, and strategic plans to client executives and senior management.
- Facilitating workshops and meetings with client teams to drive engagement and facilitate change.
- Managing project timelines, budgets, and deliverables, ensuring client satisfaction.
- Contributing to business development activities, including proposal writing and client relationship management.
- Mentoring and guiding junior consultants on project teams.
- Staying abreast of regulatory changes and emerging technologies impacting the financial services sector.
The ideal candidate will possess a Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related field. A minimum of 5 years of experience in management consulting, with a significant focus on the financial services industry, is required. Strong understanding of banking, insurance, or capital markets is essential. Exceptional analytical, quantitative, and problem-solving skills are crucial, along with excellent written and verbal communication abilities. Proficiency in data analysis tools and presentation software is required. The ability to work effectively under pressure, manage multiple priorities, and thrive in a dynamic client-facing environment is paramount. This role requires strong leadership qualities and a passion for driving impactful change within financial institutions.
This advertiser has chosen not to accept applicants from your region.
2
Strategy Consultant, Financial Services
950000 Rach Gia, Kien Giang
WhatJobs
Posted 8 days ago
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Job Description
Our client, a prestigious management consultancy with a strong presence in the financial services sector, is seeking a seasoned Strategy Consultant to join their team in Rach Gia, Kien Giang, Vietnam . This role requires deep expertise in financial markets and a proven ability to develop strategic solutions for complex business challenges. You will work with leading financial institutions, including banks, insurance companies, and investment firms, to help them navigate market changes, improve performance, and achieve their strategic goals. Responsibilities include conducting in-depth market analysis, developing corporate and business unit strategies, assessing competitive landscapes, and identifying opportunities for growth and operational efficiency. You will collaborate closely with senior client executives, leading engagements from initial analysis and strategy formulation to the implementation of recommended solutions. Key deliverables include strategic plans, market entry strategies, M&A advisory, and transformation roadmaps. The ideal candidate will possess an MBA or Master's degree in Finance, Economics, Business Administration, or a related field, coupled with at least 5-7 years of relevant consulting experience, preferably within the financial services industry. Strong analytical, problem-solving, and quantitative skills are essential, alongside excellent written and verbal communication abilities. Experience with financial modeling, market research methodologies, and a deep understanding of regulatory environments in the financial sector are crucial. The ability to work effectively under pressure, manage multiple priorities, and build strong client relationships is paramount. This is an exciting opportunity to shape the future of the financial services industry in Vietnam and beyond, working on impactful projects with a highly respected firm.
This advertiser has chosen not to accept applicants from your region.
3
Principal Recruitment Consultant - Financial Services
900000 Can Tho , Can Tho
WhatJobs
Posted 8 days ago
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Job Description
Our client, a leading specialist recruitment firm, is seeking a highly experienced Principal Recruitment Consultant to join their team in Can Tho, Can Tho, VN . This role is pivotal in driving growth within the financial services recruitment vertical. You will leverage your extensive network and deep industry knowledge to place senior-level talent, manage key client relationships, and contribute to the strategic direction of the practice. This is an opportunity to lead and mentor a team while maintaining a hands-on approach to recruitment.
Responsibilities:
Responsibilities:
- Lead the end-to-end recruitment process for senior-level and executive roles within the financial services sector (e.g., banking, insurance, investment management).
- Develop and execute sophisticated talent sourcing strategies to identify and attract top-tier candidates.
- Cultivate and maintain strong, long-term relationships with key clients, acting as a trusted advisor on talent acquisition.
- Manage complex recruitment projects, ensuring timely and successful placements that meet client expectations.
- Mentor and coach junior consultants, sharing expertise and fostering professional development.
- Conduct in-depth market research to stay informed about industry trends, compensation benchmarks, and competitive landscapes.
- Drive business development initiatives, identifying new client opportunities and expanding existing relationships.
- Achieve and exceed ambitious revenue targets for the financial services practice.
- Collaborate with internal stakeholders to align recruitment strategies with market demands.
- Uphold the firm's reputation for quality, integrity, and excellence in recruitment services.
- Bachelor's degree in Finance, Business, Economics, or a related field.
- Minimum of 7 years of dedicated experience in recruitment, with a significant specialization in the financial services industry.
- Proven track record of successfully placing mid to senior-level professionals in roles such as Investment Bankers, Fund Managers, Risk Analysts, Compliance Officers, etc.
- Extensive network within the financial services sector in Vietnam or the wider Southeast Asian region.
- Demonstrated ability in business development and client relationship management.
- Excellent understanding of financial markets, regulations, and key players.
- Strong negotiation, communication, and presentation skills.
- Ability to lead and mentor a team effectively.
- Strategic thinker with a proactive and results-oriented approach.
- Proficiency in recruitment technology and CRM systems.
- A strong ethical compass and commitment to professional standards.
This advertiser has chosen not to accept applicants from your region.
4
Senior Recruitment Consultant - Financial Services
51000 Thai Nguyen , Thai Nguyen
WhatJobs
Posted 8 days ago
Job Viewed
Job Description
Our client, a distinguished recruitment consultancy situated in Thai Nguyen, Thai Nguyen, VN , is actively seeking to onboard a highly accomplished Senior Recruitment Consultant to anchor their Financial Services division. This is a full-time, office-based role, demanding your presence to foster close collaboration with clients and candidates within the vibrant financial sector. You will be entrusted with orchestrating the entire recruitment spectrum, from identifying and attracting elite candidates to conducting rigorous assessments and nurturing enduring client partnerships. This pivotal position necessitates the cultivation of a robust network of seasoned professionals within banking, insurance, investment, and fintech. A comprehensive grasp of market dynamics, regulatory landscapes, and talent acquisition strategies within financial services is paramount. You will engage proactively with key stakeholders, including C-suite executives, to discern bespoke recruitment requirements and architect high-impact sourcing methodologies. The successful candidate will possess exceptional interpersonal acumen, astute negotiation capabilities, and a demonstrated history of surpassing recruitment objectives. Furthermore, you will play a crucial role in driving business expansion initiatives and cultivating strategic client relationships, thereby solidifying our client's premier standing in the market. A fervent dedication to facilitating career advancements for individuals and supplying exceptional talent to organizations is essential. This role requires a dynamic individual who thrives in a collaborative, in-office setting.
Key Responsibilities:
Qualifications:
Key Responsibilities:
- Manage the end-to-end recruitment process for financial services roles.
- Source, screen, and interview candidates to assess qualifications and fit.
- Develop and maintain strong relationships with candidates and clients.
- Understand client needs and provide tailored recruitment solutions.
- Negotiate offers and facilitate the onboarding process.
- Build and expand a network of financial services professionals.
- Conduct market research and identify emerging talent trends.
- Achieve and exceed recruitment targets for assigned roles and clients.
- Contribute to business development and client acquisition efforts.
- Maintain accurate records in the recruitment database.
Qualifications:
- Bachelor's degree in Business, Finance, HR, or a related field.
- Minimum of 5 years of experience in recruitment consultancy, with a specialization in Financial Services.
- Proven track record of successfully filling roles in banking, insurance, investment, or fintech.
- Strong understanding of the financial services industry and its key players.
- Excellent communication, interpersonal, and negotiation skills.
- Ability to build rapport and establish trust with candidates and clients.
- Experience with various sourcing tools and recruitment techniques.
- Organized and detail-oriented with strong time management skills.
- Ability to work effectively in a fast-paced, office-based environment.
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5
Management Consultant (Financial Services Strategy)
55000 Hoa Sơn
WhatJobs
Posted 8 days ago
Job Viewed
Job Description
Our client, a distinguished strategy consulting firm, is actively seeking a seasoned Management Consultant to bolster their Financial Services practice in **Da Nang, Da Nang, VN**. This role involves a hybrid working model, balancing essential office-based collaboration with the flexibility of remote work. You will be instrumental in advising leading financial institutions on critical strategic challenges, market positioning, and operational efficiency. This consultant will diagnose complex issues, develop innovative solutions, and guide clients through transformative initiatives within banking, insurance, and investment management sectors. The ideal candidate possesses a robust analytical toolkit, a profound understanding of financial markets, regulatory landscapes, and emerging FinTech trends. You will be responsible for conducting market analysis, financial modeling, developing strategic roadmaps, and presenting findings to C-suite executives. Strong client management skills and the ability to lead project teams effectively are paramount. This is an opportunity to drive significant impact within one of Vietnam's most dynamic economic hubs, working with a team committed to excellence and client success. You will contribute to developing cutting-edge frameworks and insights for the financial industry.
Key Responsibilities:
Qualifications:
Key Responsibilities:
- Conduct comprehensive market research and competitive analysis within the financial services sector.
- Develop strategic recommendations for clients regarding growth, market entry, digital transformation, and cost optimization.
- Build sophisticated financial models to support strategic decision-making and scenario planning.
- Analyze business processes and identify opportunities for operational improvements and efficiency gains.
- Lead project workstreams, manage junior consultants, and ensure high-quality deliverables.
- Develop and maintain strong relationships with key stakeholders and senior management at client organizations.
- Prepare and deliver compelling presentations and reports to client leadership.
- Stay current with industry trends, regulatory changes, and technological advancements (e.g., FinTech, RegTech).
- Contribute to the firm's knowledge base and thought leadership in financial services.
- Manage project timelines, budgets, and resource allocation effectively.
Qualifications:
- Master's degree in Business Administration, Finance, Economics, or a related quantitative field.
- 5+ years of experience in management consulting, strategy, or a relevant industry role within financial services.
- Deep understanding of banking, insurance, or capital markets operations and strategy.
- Proven experience in developing and implementing strategic initiatives.
- Strong financial modeling, analytical, and problem-solving skills.
- Excellent presentation, communication, and interpersonal abilities.
- Ability to lead and motivate project teams.
- Familiarity with FinTech trends and digital disruption in financial services.
- Proficiency in data analysis and visualization tools.
- Flexibility to work in a hybrid environment and adapt to client needs.
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6
Executive Search Consultant - Financial Services
61000 Phan Thiet, Binh Thuan
WhatJobs
Posted 8 days ago
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Job Description
Our client, a premier executive search firm, is looking for a highly skilled and experienced Executive Search Consultant to join their prestigious, fully remote team. This role focuses on identifying and attracting top-level executive talent within the competitive Financial Services sector. You will manage the full search lifecycle, from client engagement and understanding intricate hiring needs to strategic candidate sourcing, rigorous assessment, and facilitating successful placements. Building and nurturing a strong network of senior finance professionals and maintaining exceptional relationships with key clients will be paramount. This position requires a sophisticated understanding of the financial services industry, including banking, investment management, insurance, and fintech. As a remote-first role, exceptional communication, networking, and organizational skills are essential. You must be adept at working independently, managing multiple high-profile searches simultaneously, and utilizing digital tools to connect with candidates and clients globally. Responsibilities include developing targeted search strategies, conducting in-depth interviews and background checks, presenting qualified candidates, and guiding clients through the offer negotiation process. A proven track record in executive search or retained recruitment, ideally within financial services, is a must. Your ability to operate with discretion, build trust, and deliver outstanding results will be key to your success. Join our client's elite remote team and contribute to shaping the leadership landscape of the financial industry, based remotely but serving clients connected to Phan Thiet, Binh Thuan, VN .
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7
Senior Strategy Consultant - Financial Services (Remote)
46100 Vung Tau
WhatJobs
Posted 8 days ago
Job Viewed
Job Description
Our client is a globally recognized management consulting firm renowned for its expertise in the financial services sector. We are seeking a highly accomplished Senior Strategy Consultant to join our fully remote team. This role is pivotal in advising leading financial institutions on their most critical strategic challenges, including market entry, digital transformation, regulatory compliance, and operational efficiency. The ideal candidate will possess deep industry knowledge, exceptional analytical capabilities, and a proven track record of developing and implementing impactful strategies for clients.
Responsibilities:
Qualifications:
This is a remote-only position offering unparalleled flexibility and the opportunity to work on high-impact projects for major global clients. Our client offers a highly competitive compensation package, significant performance-based bonuses, and extensive opportunities for professional development and career advancement.
Responsibilities:
- Lead client engagements, managing project teams and ensuring successful delivery of strategic recommendations.
- Conduct in-depth analysis of market trends, competitive landscapes, and client operations within the financial services industry.
- Develop innovative and actionable strategies for areas such as digital banking, fintech integration, risk management, and customer experience enhancement.
- Collaborate closely with senior client executives to understand their objectives and challenges, acting as a trusted advisor.
- Design and implement business transformation initiatives, overseeing change management processes.
- Prepare compelling presentations and reports to communicate findings, strategies, and recommendations to clients.
- Mentor and develop junior consultants, fostering their growth and expertise.
- Contribute to the firm's thought leadership and business development efforts, including proposal writing and client relationship management.
- Stay abreast of evolving regulatory requirements and technological advancements impacting the financial services sector.
- Manage project budgets and timelines effectively.
Qualifications:
- Master's degree or MBA from a top-tier institution; Ph.D. is a plus.
- Minimum of 7 years of progressive experience in management consulting, with a strong focus on financial services.
- Demonstrated expertise in strategic planning, market analysis, operational improvement, and digital transformation within banking, insurance, or capital markets.
- Proven experience leading complex, cross-functional projects and managing client relationships at the executive level.
- Exceptional analytical, problem-solving, and quantitative skills.
- Outstanding communication, presentation, and interpersonal skills, with the ability to articulate complex ideas clearly and persuasively.
- Strong understanding of regulatory frameworks (e.g., Basel III, MiFID II) and emerging fintech trends.
- Ability to thrive in a fast-paced, demanding, and fully remote work environment.
- Proficiency in financial modeling and data analysis tools.
- Willingness to travel occasionally for client meetings or team events.
- Fluency in English is essential; additional languages are a plus.
This is a remote-only position offering unparalleled flexibility and the opportunity to work on high-impact projects for major global clients. Our client offers a highly competitive compensation package, significant performance-based bonuses, and extensive opportunities for professional development and career advancement.
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8
Remote Strategic Management Consultant - Financial Services
800000 Phan Thiet, Binh Thuan
WhatJobs
Posted 8 days ago
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Job Description
Our client, a distinguished firm in the financial services sector, is seeking a highly analytical and strategic Remote Management Consultant to join their elite, globally distributed team. This role is entirely remote, offering a premier opportunity to advise leading financial institutions on critical business challenges and strategic initiatives without geographic constraints. You will leverage your expertise to drive innovation, enhance operational efficiency, and navigate complex regulatory landscapes within the financial industry.
Key responsibilities include conducting in-depth analysis of market trends, competitive positioning, and internal operations for financial services clients. You will develop strategic recommendations for areas such as digital transformation, risk management, regulatory compliance, and product innovation. This role requires excellent virtual collaboration skills, enabling effective engagement with clients and internal teams across various time zones. You will be responsible for leading virtual workshops, facilitating strategic planning sessions, and presenting complex findings and actionable insights to C-suite executives. The ability to build strong client relationships remotely and manage projects from inception through to successful implementation is paramount. A deep understanding of financial products, services, and the regulatory environment is essential. This is an exceptional role for a seasoned consultant looking to shape the future of financial services in a flexible, remote work environment.
Qualifications:
Key responsibilities include conducting in-depth analysis of market trends, competitive positioning, and internal operations for financial services clients. You will develop strategic recommendations for areas such as digital transformation, risk management, regulatory compliance, and product innovation. This role requires excellent virtual collaboration skills, enabling effective engagement with clients and internal teams across various time zones. You will be responsible for leading virtual workshops, facilitating strategic planning sessions, and presenting complex findings and actionable insights to C-suite executives. The ability to build strong client relationships remotely and manage projects from inception through to successful implementation is paramount. A deep understanding of financial products, services, and the regulatory environment is essential. This is an exceptional role for a seasoned consultant looking to shape the future of financial services in a flexible, remote work environment.
Qualifications:
- Master's degree in Finance, Economics, Business Administration, or a related quantitative field.
- Minimum of 8 years of experience in management consulting, with a significant focus on the financial services industry.
- Proven track record of delivering strategic advice and solutions to financial institutions.
- In-depth knowledge of banking, investment management, insurance, or FinTech sectors.
- Expertise in areas such as digital strategy, risk management, regulatory compliance (e.g., Basel III, MiFID II), or operational excellence.
- Exceptional analytical, problem-solving, and strategic thinking abilities.
- Outstanding virtual communication, presentation, and stakeholder management skills.
- Ability to work independently and lead projects in a remote setting.
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9