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Independent Financial Advisor - Bangkok

Remote: 
Full Remote
Contract: 
Experience: 
Senior (5-10 years)
Work from: 

Offer summary

Qualifications:

Minimum 5 years experience in wealth management, Industry certifications such as CFP or CFA, Transferable client base and AUM, Strong analytical and problem-solving skills.

Key responsabilities:

  • Provide expert financial advice to clients
  • Develop personalized financial plans for clients
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Click and Connect Online Limited Human Resources, Staffing & Recruiting Small startup https://clickandconnect.online
2 - 10 Employees
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Job description

Independent Financial Advisor Bangkok

Bangkok, Thailand

Competitive Package Self Employed

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Bangkok, Thailand


We are representing a leading International Wealth Management firm looking for an experienced and qualified Independent Financial Advisor to join their team in Thailand. 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 financial futures.

Requirements:
- A minimum of 5 years of experience as a Financial Advisor in the wealth management industry
- 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 as part of a team

Responsibilities:
- Build and maintain relationships with clients, providing them with expert financial advice and guidance
- Conduct thorough financial assessments of clients' current financial situations and future goals
- Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies
- Monitor clients' financial progress and adjust plans as necessary
- Keep up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients

Offering a competitive package, as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.

Required profile

Experience

Level of experience: Senior (5-10 years)
Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Problem Solving
  • Communication
  • Analytical Skills
  • Teamwork
  • Social Skills

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