Senior Financial Consultant for Wealth Management

1 month ago


Ho Chi Minh City, Ho Chi Minh, Vietnam Click and Connect Online Limited Full time

We are a leading International Wealth Management firm seeking an experienced and qualified Senior Financial Consultant to join our team in Vietnam.

As a Senior Financial Consultant, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and secure their financial futures.

Key Responsibilities:

  • BUILD AND MAINTAIN RELATIONSHIPS WITH CLIENTS
  • CONDUCT THOROUGH FINANCIAL ASSESSMENTS OF CLIENTS' CURRENT FINANCIAL SITUATIONS AND FUTURE GOALS
  • DEVELOP AND IMPLEMENT PERSONALIZED FINANCIAL PLANS FOR CLIENTS, INCLUDING INVESTMENT, RETIREMENT, AND TAX PLANNING STRATEGIES
  • MONITOR CLIENTS' FINANCIAL PROGRESS AND ADJUST PLANS AS NECESSARY
  • KEEP UP-TO-DATE WITH INDUSTRY TRENDS AND REGULATIONS TO ENSURE COMPLIANCE AND PROVIDE THE BEST POSSIBLE SERVICE TO CLIENTS

Requirements:

  • A MINIMUM OF 5 YEARS OF EXPERIENCE AS A FINANCIAL ADVISOR IN THE WEALTH MANAGEMENT INDUSTRY
  • INDUSTRY LEADING QUALIFICATIONS SUCH AS CFP, CFA, OR OTHER RELEVANT CERTIFICATIONS
  • TRANSFERABLE CLIENT BASE AND AUM
  • EXCELLENT COMMUNICATION AND INTERPERSONAL SKILLS
  • STRONG ANALYTICAL AND PROBLEM-SOLVING ABILITIES

Benefits:

  • COMPETITIVE PACKAGE
  • SUPPORTIVE AND COLLABORATIVE WORK ENVIRONMENT

Estimated Salary: $60,000 - $80,000 per annum

This role offers a unique opportunity to work with a leading International Wealth Management firm and contribute to the success of our clients. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.



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