EB-5 Investment Advisor (Chuyên Viên Tư Vấn Đầu Tư Định Cư EB-5)

Job Overview

We are looking for an experienced EB-5 Investment Advisor to provide professional investment immigration consulting services for High Net Worth Individuals (HNWIs) and their families.

The ideal candidate possesses strong financial advisory capabilities, understands investment and immigration solutions, has a proven ability to build trust with affluent clients, and is committed to delivering exceptional client experiences throughout the entire EB-5 journey.

Key Responsibilities

• Provide professional consulting services on the EB-5 Immigrant Investor Program for High Net Worth Individuals (HNWIs) and their families.

• Analyze clients' financial profiles, investment objectives, and immigration needs to recommend suitable EB-5 investment solutions.

• Build and maintain long-term relationships with clients based on trust, integrity, and professionalism.

• Conduct client meetings, presentations, and one-on-one consultations with confidence and professionalism.

• Coordinate closely with immigration attorneys, financial advisors, project developers, and relevant partners throughout the investment process.

• Guide and support clients from the initial consultation through investment execution and immigration application.

• Ensure strict compliance with client confidentiality and professional ethical standards.

Yêu cầu công việc

Experience

• Minimum 3 years of experience in a similar advisory or investment consulting position.

• Mandatory: Proven track record of successfully advising multiple transactions valued between VND 20–50 billion.

• Experience working with High Net Worth Individuals (HNWIs).

• Candidates with experience in one or more of the following fields are preferred:

o EB-5 Investment Immigration

o Investment Immigration

o Private Banking

o Wealth Management

o Asset Management

o Premium Life Insurance (MDRT/COT/TOT)

o Luxury Real Estate

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Education

Bachelor's degree or above in one of the following fields:

• Finance

• Banking

• Law

• International Business

• Business Administration (MBA is an advantage)

• Other relevant disciplines

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Professional Knowledge

Candidates should have a solid understanding of:

• EB-5 Immigrant Investor Program

• Investment and Financial Planning

• Asset Management

• Investment Advisory

• Risk Management

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Skills

• Excellent presentation and communication skills.

• Strong relationship-building skills with HNWIs, business owners, investors, entrepreneurs, and professional partners.

• Analytical thinking and problem-solving abilities.

• Ability to earn clients' trust and provide consultative solutions.

• Preferred: Good English communication skills and the ability to read and understand contracts/documents in English.

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Personal Qualities

• High integrity and professional ethics.

• Honest, trustworthy, and client-oriented.

• Calm under pressure.

• Strong logical thinking and self-discipline.

• Absolute commitment to client confidentiality.

• Professional appearance and demeanor.

• Possesses the mindset of a trusted Investment Advisor rather than a salesperson.

Benefits

• Attractive salary: Up to VND 50,000,000/month (based on qualifications and experience).

• Competitive compensation package for high-performing professionals.

• Performance Bonus.

• KPI-based incentives and attractive commission scheme.

• Opportunities to work with High Net Worth Individuals (HNWIs) and international investment projects.

• Professional training on the EB-5 Investment Program and continuous career development.

• Career advancement opportunities in a rapidly growing company.

• Full statutory benefits in accordance with Vietnamese Labor Law.

• Dynamic, professional, and supportive working environment.

Quyền lợi

• Thưởng: Bonus and KPI Performance