Financial Advisors Vietnam

1 week ago


Ho Chi Minh City, Vietnam Prestige IFA Jobs Full time

The story of my Vietnam client mirrors that of Hong Kong. Established in 1966, my client started as an insurance firm catering to business on the Island. As Hong Kong took off during the 1970’s, the company expanded into asset and wealth management.

Our client is looking for an associate to provide private wealth management and financial planning services to individual, family & corporate clients based in Vietnam, Thailand and surrounding regions.

**RESPONSIBILITIES**:

- Provide strategic advice across a variety of financial products and services
- Assess client’s overall financial picture, understand their needs and develop a solid financial plan
- Guide clients towards a profitable and secure financial decision
- Keep abreast of new industry’s trends and research market to back up financial consulting
- Comply with all industry rules and regulations

**REQUIREMENTS**:

- Experienced offshore consultants with a minimum of two years’ working with international clients (expat clients).
- Track record of successful financial guidance
- Ability to analyze market’s financial data and to provide appropriate data-based advice
- Strong communication, negotiation and presentation skills
- Accuracy, attention to detail and the ability to explain complex information clearly and simply.
- Good Microsoft Office skills and knowledge

**COMPETENCIES**:

- Experience in international financial services
- Attention to detail
- Hard-working and motivated individuals
- Confidence and strong interpersonal skills
- A flexible and adaptable approach to work
- Successful and target-driven individuals

**PERSONAL ATTRIBUTES**:

- Strong work ethic; be self-sufficient and able to work both independently and in a team._

**MINIMUM REQUIREMENTS**:



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