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Independent Financial Advisor
2 weeks ago
Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Ho Chi Minh City, Vietnam
We are representing a prestigious Wealth Management firm in Ho Chi Minh City, Vietnam, seeking an experienced and qualified Independent Financial Advisor to join their esteemed team.
As an Experienced Financial Advisor, you will play a crucial role in providing expert financial advice to clients, assisting them in reaching their financial goals and securing their financial futures.
- Requirements:
- Minimum of 5 years of experience in the wealth management industry.
- Possession of industry-leading qualifications such as CFP, CFA, or other relevant certifications.
- Transferable client base and AUM.
- Exceptional communication and interpersonal skills.
- Strong analytical and problem-solving capabilities.
- Ability to work both independently and collaboratively in a team setting.
- Responsibilities:
- Foster and nurture strong client relationships, offering expert financial advice and guidance.
- Conduct comprehensive evaluations of clients' current financial status and future objectives.
- Create bespoke financial plans for clients, including investment, retirement, and tax planning strategies.
- Regularly review clients' financial advancements and make adjustments to plans as required.
- Keep updated on industry trends and regulations to ensure compliance and provide outstanding service to clients.
We provide a competitive package and a supportive, collaborative work environment. If you meet the specified criteria and are dedicated to assisting clients in realizing their financial aspirations, we invite you to apply for this rewarding opportunity.
Self Employed Package
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