Role overview

Qualifications

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

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

Key facts

Remote from: Vietnam
Full time
Senior (5-10 years)
Wealth Management Advisor
English

Hard skills

Wealth Management Tax Planning Financial Needs Assessment Customer Relationship Management Industry Trend Analysis

Other skills

Analytical Skills
Problem Solving
Communication
Social Skills
Teamwork

About the company

Independent Resourcing Consultancy

Human Resources, Staffing & Recruiting

IRC has been formed due to a passion for people and helping shape their careers.As a resourcing consultancy, we specialise in working alongside Financial Services organisations from the UK to the Middle East to support staffing levels and indeed business goals.We hold a significant portfolio of qualified candidates actively looking for opportunities. We advertise throughout social media channels and are still actively using trade press and regional newspapers in addition to maintaining an effective web presence.Many of the candidates who contact us do so through the powerful and most telling medium of word-of-mouth. Our success attracts both clients and candidates, and we are always aware that our company depends on us delivering successful affordable solutions for all those who use our recruitment services. We appreciate that your time is precious, and so have created an easy to use online Register a Vacancy which enables you to alert us of your vacancy 24/7 so we can hunt for your ideal professional quickly and efficiently. Our reputation is everything to us as a company, and we know that our success is built on our ability to deliver results for you and for the candidates who seek new career moves.

Company details

Company typeStartup

IndustryHuman Resources, Staffing & Recruiting

Company size11 - 50

Links

Website LinkedIn See all jobs

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Job description

Independent Financial Advisor Vietnam

Vietnam

Competitive Package - Self Employed

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Vietnam

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