Experienced Financial Advisor Wanted for Vietnam Position

6 hours ago


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

We are seeking a seasoned and certified Independent Financial Advisor to join our esteemed client, an International Wealth Management firm in Vietnam.

The ideal candidate will assume the role of providing specialized financial counsel to clients, aiding them in realizing their financial objectives and fortifying their financial security.

This opportunity comes with the following highlights:

  • Work with a leading and internationally recognized Wealth Management firm.
  • Provide expert financial advice to diverse clients, aiding them in achieving their financial goals and securing their financial futures.
  • Opportunity to leverage your experience and qualifications, such as CFP, CFA, or other relevant certifications.
  • Be part of a collaborative and supportive work environment that fosters professional growth and development.
  • Competitive compensation package offered by our client.
  • Assume a pivotal role in building and maintaining client relationships, conducting financial assessments, and developing personalized financial plans.

Requirements:

  • Possess a minimum of 5 years of Financial Advisor experience within the wealth management sector.
  • Hold prominent certifications like CFP, CFA, or other pertinent qualifications.
  • Bring along a portable client base and Assets Under Management (AUM).
  • Demonstrate exceptional communication skills and adept interpersonal abilities.
  • Exhibit strong analytical and problem-solving competencies.
  • Display capability to work autonomously and collaboratively within a team setting.

**Job Responsibilities:**

  • Cultivate and uphold strong client relationships while dispensing expert financial advice and direction.
  • Perform comprehensive evaluations of clients' current financial status and future aspirations.
  • Devise and execute tailored financial strategies for clients, encompassing investment, retirement, and tax planning approaches.
  • Supervise clients' financial advancements and make adaptations to plans when required.
  • Stay informed about industry developments and regulations for compliance and optimal client service delivery.

We offer a competitive salary range of **$80,000 - $120,000** per annum, depending on experience, plus a comprehensive benefits package. If you satisfy the aforementioned criteria and harbor a passion for aiding clients in attaining their financial aims, we encourage you to apply for this exciting opportunity.



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