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Strategic Financial Consultant

2 months ago

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

Key Responsibilities

Foster strong relationships with clients, delivering expert financial advice and guidance.

Conduct comprehensive assessments of clients' current financial situations and future goals.

Develop and implement tailored financial plans for clients, including investment, retirement, and tax planning strategies.

Stay abreast of industry trends and regulations to ensure compliance and deliver exceptional service to clients.

Requirements

Minimum of 5 years of experience as a Financial Advisor in the wealth management industry.

Possession of 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.

Ability to work independently and collaboratively within a team environment.

About the Role

This is an exciting opportunity for a skilled and experienced Financial Advisor to join Click and Connect Online Limited and contribute to the success of our esteemed team.