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Financial Planner, Vietnam

Remote:

Full Remote

Contract:

Full time

Experience:

Senior (5-10 years)

Work from:

Vietnam

Offer summary

Qualifications:

Minimum 5 years of experience as a Financial Advisor, Certifications like CFP, CFA or relevant qualifications, Portable client base and Assets Under Management, Strong analytical and problem-solving skills.

Key responsabilities:

Build and maintain strong client relationships
Conduct comprehensive evaluations of clients' financial status
Develop and implement tailored financial strategies
Monitor clients' financial progress and adjust plans as needed

Independent Resourcing Consultancy Human Resources, Staffing & Recruiting Startup https://www.ircfs.com/

11 - 50 Employees

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Job description

Our client is an esteemed International Wealth Management firm seeking an experienced and certified Independent Financial Advisor to expand 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 fortifying their financial security.

This opportunity comes with the following highlights:

Work with a leading and internationally recognized Wealth Management firm.
Provide expert financial advice to diverse clients, aiding them in achieving their financial goals and securing their financial futures.
Opportunity to leverage your experience and qualifications, such as CFP, CFA, or other relevant certifications.
Be part of a collaborative and supportive work environment that fosters professional growth and development.
Competitive compensation package offered by our client.
Assume a pivotal role in building and maintaining client relationships, conducting financial assessments, and developing personalized financial plans.

Requirements:

Possess a minimum of 5 years of Financial Advisor experience within the wealth management sector.
Hold prominent certifications like CFP, CFA, or other pertinent qualifications.
Bring along a portable client base and Assets Under Management (AUM).
Demonstrate exceptional communication skills and adept interpersonal abilities.
Exhibit strong analytical and problem-solving competencies.
Display capability to work autonomously and collaboratively within a team setting.
Responsibilities:
Cultivate and uphold strong client relationships while dispensing expert financial advice and direction.
Perform comprehensive evaluations of clients' current financial status and future aspirations.
Devise and execute tailored financial strategies for clients, encompassing investment, retirement, and tax planning approaches.
Supervise clients' financial advancements and make adaptations to plans when required.
Stay informed about industry developments and regulations for compliance and optimal client service delivery.

Our client offers a competitive compensation package, alongside a supportive and cooperative workplace ambiance. If you satisfy the aforementioned criteria and harbor a fervor for aiding clients in attaining their financial aims, we urge you to apply for this thrilling opportunity.