Professional Financial Planner

4 weeks ago


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

About Click and Connect Online Limited

We are a multinational wealth management and financial advisory firm operating throughout Asia, with a strong presence in Shanghai, China, Bangkok, Thailand, HCMC, Vietnam, and Hong Kong.

Job Summary

As a Financial Adviser, you will work closely with clients to provide short-, medium- and long-term financial planning. Your role involves advising on regular savings plans, wealth management, pensions, lump sum investments, life insurance, and critical illness insurance.

Key Responsibilities

  • Develop personalized financial plans for clients, taking into account their goals and risk tolerance.
  • Provide ongoing support and guidance to clients, ensuring they achieve their financial objectives.
  • Work collaboratively with colleagues to identify new business opportunities and expand our client base.

Requirements

  • Bachelor's degree in Finance or a related field.
  • At least 2 years of experience in the financial services industry, preferably in wealth management or financial planning.
  • Strong communication and interpersonal skills, with the ability to build rapport with clients.
  • Proficiency in financial software and systems, including portfolio management tools.
  • Demonstrated knowledge of investment products, including stocks, bonds, and mutual funds.

What We Offer

  • A competitive salary of $80,000 - $120,000 per year, depending on experience.
  • Ongoing training and development opportunities to enhance your skills and knowledge.
  • The chance to work with a dynamic team of professionals who share your passion for finance and customer service.
  • A comprehensive benefits package, including health insurance, retirement plan, and paid time off.

How to Apply

If you are a motivated and results-driven individual with a passion for finance, we encourage you to submit your application.



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