Chief Wealth Management Officer

About the Role

Key Responsibilities

• Define and execute the long-term Wealth Management vision, strategy, and business roadmap, positioning ACB as a leading wealth and advisory institution in Vietnam.
• Drive sustainable growth across Assets Under Management (AUM), fee income, client acquisition, and customer lifetime value by establishing a scalable and differentiated Wealth Management model.
• Develop and implement customer segmentation strategies and compelling value propositions tailored to Affluent, Priority, High-Net-Worth Individual (HNWI), and Business Owner segments, covering wealth accumulation, growth, preservation, retirement planning, and legacy planning.
• Lead the development of a comprehensive suite of wealth solutions, including investments, mutual funds, bonds, structured products, insurance, cash management, and global wealth opportunities, fostering an advisory-led approach.
• Build strategic relationships with asset managers, insurers, securities firms, fintech companies, and global financial institutions to develop an open architecture model and partnership-led solutions.
• Provide leadership and governance for key strategic initiatives across Wealth Platforms & Technology, Data & Analytics, Risk Management, Customer Experience, Product & Advisory, and Operating Model Design.
• Design and implement a modern Wealth Advisory model with differentiated capabilities in Financial Planning, Investment Advisory, Portfolio Advisory, and Wealth Relationship Management.
• Drive the deployment of digital wealth platforms and AI-enabled advisory capabilities, leveraging data and analytics for personalized recommendations and digital engagement.
• Design the target operating model and organizational structure for ACB Wealth Management, developing talent, capability-building, and succession strategies to foster a performance-driven culture.

Required Skills & Qualifications

• 15+ years of experience in Wealth Management, Private Banking, Asset Management, Investment Advisory, Affluent Banking, or related financial services sectors.
• Proven leadership experience at Managing Director, Division Head, Business Head, or equivalent executive level.
• Strong track record of building, scaling, or transforming Wealth Management businesses.
• Experience leading large-scale business transformation and cross-functional programs.
• Strategic vision and commercial acumen, with strong transformation and change leadership capabilities.
• Ability to operate effectively at Board and Executive Committee level, with outstanding stakeholder management and influencing skills.
• Deep understanding of client-centric wealth models and the ability to bridge business, technology, data, risk, and operations.
• Passion for building high-performance teams and future capabilities.
• Regional exposure within Asia-Pacific markets is highly desirable.
• Experience with organizations such as DBS, UOB, OCBC, HSBC, Standard Chartered, Citi, UBS, Julius Baer, Bank of Singapore, or comparable institutions would be advantageous.

Additional Information