Expert Financial Strategist for Wealth Management
6 hours 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.
-
Ho Chi Minh City, Ho Chi Minh, Vietnam Click and Connect Online Limited Full timeWealth Management OpportunityIndependent Resourcing Consultancy Ltd is seeking a highly experienced and qualified Senior Financial Strategist to join their team in Vietnam.About the RoleThe ideal candidate will have a minimum of 5 years of experience as a Financial Advisor in the wealth management industry, with industry leading qualifications such as CFP,...
-
Financial Services Expert
4 weeks ago
Ho Chi Minh City, Ho Chi Minh, Vietnam Click and Connect Online Limited Full timeFinancial Advisor OpportunityWe are seeking a highly skilled and experienced Financial Advisor to join our team at Click and Connect Online Limited. As a Financial Advisor, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and secure their financial futures.Key Responsibilities:Build...
-
Senior Wealth Manager
1 month ago
Ho Chi Minh City, Ho Chi Minh, Vietnam Click and Connect Online Limited Full timeSenior Wealth ManagerWe are seeking a highly skilled and experienced Senior Wealth Manager to join our team at Hebden Consulting. As a Senior Wealth Manager, you will be responsible for cultivating and managing relationships with high-net-worth clients, devising personalized financial plans, and guiding clients towards financial success.Key...
-
Wealth Management Specialist
1 month ago
Ho Chi Minh City, Ho Chi Minh, Vietnam Click and Connect Online Limited Full timeJob Title: Wealth ManagerLocation: Vietnam, Remote Working OptionCompany: Hebden ConsultingJob Description:Role Overview:Hebden Consulting is seeking a Wealth Manager to join their expanding global team. The successful candidate will be responsible for managing and growing a portfolio of affluent clients by providing tailored financial advice and investment...
-
Wealth Management Professional
4 weeks ago
Ho Chi Minh City, Ho Chi Minh, Vietnam Click and Connect Online Limited Full time**Role Overview**Hebden Consulting is seeking a skilled Wealth Manager to join their global team. The successful candidate will be responsible for managing and growing a portfolio of affluent clients by providing tailored financial advice and investment strategies.**Key Responsibilities:**Client Relationship Management: Build and maintain strong...
-
Financial Services Professional
1 month ago
Ho Chi Minh City, Ho Chi Minh, Vietnam Click and Connect Online Limited Full timeJob Title: Independent Financial AdvisorAt Click and Connect Online Limited, we are seeking a highly skilled and motivated Independent Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing expert financial advice to our clients, helping them achieve their long-term financial goals.Key...
-
Senior Wealth Manager, Vietnam
4 weeks ago
Ho Chi Minh City, Ho Chi Minh, Vietnam Click and Connect Online Limited Full time**Job Title:** Senior Wealth Manager**Location:** Vietnam, Remote Working Option**Company:** Hebden Consulting**Website:** https://hebdenconsulting.com**About Hebden Consulting:**Hebden Consulting is an Independent Financial Advisory firm with offices in Malaysia and London. Specializing in working with international expats, Hebden Consulting offers a...
-
Global Wealth Management Professional
2 weeks ago
Ho Chi Minh City, Ho Chi Minh, Vietnam Click and Connect Online Limited Full timeJob Title: Senior Wealth ManagerLocation: Vietnam, Remote Working OptionCompany: Hebden ConsultingJob Description:Role Overview: As a Senior Wealth Manager at Hebden Consulting, you will be responsible for cultivating and managing relationships with high-net-worth clients, devising personalized financial plans, and guiding clients towards financial...
-
Financial Planning Expert, Vietnam Opportunity
6 hours ago
Ho Chi Minh City, Ho Chi Minh, Vietnam Click and Connect Online Limited Full timeSenior Wealth Manager Job in VietnamAbout the Role: Hebden Consulting, a reputable Independent Financial Advisory firm with international presence, is seeking an accomplished Senior Wealth Manager to join their expanding global team.Job OverviewThe ideal candidate will be responsible for cultivating and managing relationships with high-net-worth clients,...
-
Financial Planner, Vietnam
1 month ago
Ho Chi Minh City, Ho Chi Minh, Vietnam Click and Connect Online Limited Full timeJob Title: Financial Planner, VietnamOur esteemed client, a leading International Wealth Management firm, is seeking an experienced and certified Independent Financial Advisor to join their team in Vietnam.The selected candidate will assume the role of providing specialized financial counsel to clients, aiding them in realizing their financial objectives and...
-
Financial Services Professional
1 month ago
Ho Chi Minh City, Ho Chi Minh, Vietnam Click and Connect Online Limited Full time{"h1": "Independent Financial Advisor Opportunity", "p": "At Click and Connect Online Limited, we are seeking an experienced and qualified Independent Financial Advisor to join our esteemed team. As a key member of our wealth management team, you will play a vital role in providing expert financial advice to clients, aiding them in achieving their financial...
-
Certified Financial Services Specialist
2 weeks ago
Ho Chi Minh City, Ho Chi Minh, Vietnam Click and Connect Online Limited Full timeJob Title: Financial PlannerOur esteemed client, a leading International Wealth Management firm, seeks an experienced and certified Independent Financial Advisor to join their team in Vietnam.The selected candidate will assume a pivotal role in providing specialized financial counsel to clients, aiding them in realizing their financial objectives and...
-
International Wealth Management Advisor, Vietnam
6 hours ago
Ho Chi Minh City, Ho Chi Minh, Vietnam Click and Connect Online Limited Full timeRole OverviewWe are seeking a skilled and experienced International Wealth Management Advisor to join our team in Vietnam. The successful candidate will be responsible for managing and growing a portfolio of affluent clients by providing tailored financial advice and investment strategies.Key ResponsibilitiesClient Relationship Management: Building and...
-
Financial Services Professional
1 month ago
Ho Chi Minh City, Ho Chi Minh, Vietnam Independent Resourcing Consultancy Ltd Full time{"h1": "Independent Financial Advisor", "p": "At Independent Resourcing Consultancy Ltd, we are seeking an experienced and qualified Independent Financial Advisor to join our esteemed team. As a key member of our wealth management team, you will play a vital role in providing expert financial advice to clients, aiding them in achieving their financial...
-
Financial Services Professional
1 month ago
Ho Chi Minh City, Ho Chi Minh, Vietnam Independent Resourcing Consultancy Ltd Full time{"h1": "Independent Financial Advisor", "p": "At Independent Resourcing Consultancy Ltd, we are seeking an experienced and qualified Independent Financial Advisor to join our esteemed team. As a key member of our wealth management team, you will play a vital role in providing expert financial advice to clients, aiding them in achieving their financial...
-
Senior Financial Advisor
4 weeks ago
Ho Chi Minh City, Ho Chi Minh, Vietnam Click and Connect Online Limited Full timeJob SummaryWe 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 ResponsibilitiesProvide personalized financial advice to clients,...
-
Ho Chi Minh City, Ho Chi Minh, Vietnam Click and Connect Online Limited Full timeWe are seeking a seasoned and certified Independent Financial Advisor to join our esteemed client, an International Wealth Management firm in Vietnam.The ideal candidate will assume the role of providing specialized financial counsel to clients, aiding them in realizing their financial objectives and fortifying their financial security.This opportunity comes...
-
Financial Services Professional
1 month ago
Ho Chi Minh City, Ho Chi Minh, Vietnam Independent Resourcing Consultancy Ltd Full timeIndependent Financial Advisor OpportunityWe are seeking an experienced and qualified Independent Financial Advisor to join our team at Independent Resourcing Consultancy Ltd. As an Independent Financial Advisor, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and secure their...
-
Senior Financial Consultant
4 weeks ago
Ho Chi Minh City, Ho Chi Minh, Vietnam Click and Connect Online Limited Full time**Job Opportunity:**We are seeking a highly skilled Senior Financial Consultant to join our team at Click and Connect Online Limited. As a Senior Financial Consultant, you will play a vital role in providing expert financial advice to clients, helping them achieve their financial objectives and secure their financial futures.Key Responsibilities:Foster and...
-
Senior Financial Consultant
2 weeks ago
Ho Chi Minh City, Ho Chi Minh, Vietnam Click and Connect Online Limited Full timeRole SummaryIndependent Financial Advisor VietnamWe are seeking a skilled and experienced Independent Financial Advisor to join our team at Independent Resourcing Consultancy Ltd. This role presents an exciting opportunity for a qualified professional to provide expert financial advice to clients, helping them achieve their financial goals and secure their...