Senior Financial Advisor

4 weeks ago


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

We are seeking a seasoned and certified Financial Advisor to join our team in Vietnam. As a key member of our wealth management team, you will provide expert financial counsel to clients, helping them achieve their financial objectives and secure their financial futures.

Key Responsibilities
  • Provide personalized financial advice to clients, including investment, retirement, and tax planning strategies.
  • Conduct comprehensive financial assessments and develop tailored financial plans for clients.
  • Build and maintain strong client relationships, ensuring exceptional customer service and satisfaction.
  • Stay up-to-date with industry developments and regulations, ensuring compliance and optimal client service delivery.
Requirements
  • Minimum 5 years of experience as a Financial Advisor in the wealth management sector.
  • Prominent certifications such as CFP, CFA, or other relevant qualifications.
  • Portability of client base and Assets Under Management (AUM).
  • Exceptional communication and interpersonal skills.
  • Strong analytical and problem-solving competencies.
What We Offer

A competitive compensation package and a supportive work environment that fosters professional growth and development. If you are a motivated and experienced Financial Advisor looking to take your career to the next level, we encourage you to apply for this exciting opportunity.



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