Strategic Financial Planner

2 weeks ago


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

Role Overview

We are seeking a highly skilled and experienced Financial Services Expert Advisor to join our team at Independent Resourcing Consultancy Ltd.

About the Role

As a Financial Services Expert Advisor, you will work closely with clients to provide expert guidance on their short-, medium- and long-term financial planning needs.

Key Responsibilities

  • Advising clients on regular savings plans, wealth management, pensions, lump sum investments, life insurance, and critical illness insurance.
  • Developing and implementing tailored financial plans to meet clients' goals and objectives.
  • Providing ongoing training and development to ensure employees have the necessary skills and knowledge to excel in their roles.
  • Monitoring compliance, servicing, and tracking of client portfolios to ensure seamless delivery of financial services.

Requirements

  • Exceptional not the ordinary individuals with experience in financial services.
  • Industry qualifications at Level 3 and above.
  • Attention to detail, hard work, and motivation.
  • Confidence and strong interpersonal skills.
  • A flexible and adaptable approach to work.
  • Willingness to learn and implement new internal work practices and systems.
  • Success and target-driven individuals.

What We Offer

  • The ability to earn substantially increasing year on year.
  • Dedicated training from qualified and experienced professionals.
  • Generous trail earnings.
  • Full support.
  • A structured career path and exit strategy.
  • Visas to live and work in our offices.
  • Various packages depending on applicant and experience.

Locations

We have offices in Shanghai, China, Bangkok, Thailand, HCMC, Vietnam, and Hong Kong.



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