Expert Financial Strategist for Wealth Management
4 weeks ago
We are representing a prestigious wealth management firm in Ho Chi Minh City, Vietnam, seeking an experienced and qualified Independent Financial Advisor to join their esteemed team.
About the RoleThe successful candidate will play a vital role in providing expert financial advice to clients, aiding them in achieving their financial objectives and securing their financial futures.
Key Responsibilities- Foster and maintain 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.
- Regularly monitor clients' financial progress and adjust plans as necessary.
- Stay abreast of industry trends and regulations to ensure compliance and deliver exceptional service to clients.
- 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.
A competitive salary of approximately VND 250,000,000 per annum, plus a supportive and collaborative work environment.
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