Offer summary
Qualifications:
Experience in Financial Services, Industry Qualifications Level 3 and above.Key responsabilities:
- Advise clients on financial planning
- Manage client portfolios and investment plans
CLIENT PROFILE:
Our client is a boutique firm established in the 1960s started out as an insurance firm and later expanded into asset and wealth management. They are now a multinational wealth management and financial advisory firm operating throughout Asia and are proud to be one of the most technologically advanced wealth management firms in the region, supporting clients all over the world.
JOB PROFILE
As a Financial Adviser, your role will be to work closely with clients in their short-, medium- and long-term financial planning. You will be advising on the following areas:
They provide ongoing training and development for their employees which has always been a top priority for them. Their advanced systems help all their financial consultants to monitor the compliance, servicing and tracking of client portfolios which allows them to focus on building relationships. Their client systems allow their consultants 24/7 access to portfolios and investment plans ensuring they can best service their clients.
You will have the opportunity to work in some of the most exciting cities in the world, travel and build your business with full support.
If you are looking for a challenging, exciting, and extremely rewarding career then apply now.
DESIRED SKILLS AND EXPERIENCE
BENIFITS
Location: Shanghai, China
Location: Bangkok, Thailand
Location: HCMC, Vietnam
Location: Hong Kong
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