Expert Financial Strategist for Wealth Management

4 weeks ago


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

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 Role

The 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
  1. Foster and maintain strong relationships with clients, delivering expert financial advice and guidance.
  2. Conduct comprehensive assessments of clients' current financial situations and future goals.
  3. Develop and implement tailored financial plans for clients, including investment, retirement, and tax planning strategies.
  4. Regularly monitor clients' financial progress and adjust plans as necessary.
  5. Stay abreast of industry trends and regulations to ensure compliance and deliver exceptional service to clients.
Requirements
  • 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.
What We Offer

A competitive salary of approximately VND 250,000,000 per annum, plus a supportive and collaborative work environment.



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