drjobs Financial Planner Cambodia

Financial Planner Cambodia

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Job Location drjobs

Phnom Penh - Cambodia

Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Job Description

Our client is an esteemed International Wealth Management firm seeking an experienced and certified Independent Financial Advisor to expand their team in Cambodia.

The selected candidate will play a crucial role in providing specialized financial guidance to clients assisting them in achieving their financial goals and reinforcing their financial security.

This opportunity in Cambodia offers the following highlights:

Collaborate with a renowned and globally recognized Wealth Management firm.

Provide expert financial advice to a diverse clientele helping them reach their financial objectives and securing their financial futures.

Utilize your experience and qualifications such as CFP CFA or other relevant certifications.

Join a collaborative and supportive work environment that nurtures professional growth and advancement.

Competitive compensation package provided by our client.

Take on a key role in establishing and nurturing client relationships conducting financial evaluations and creating customized financial plans.

Requirements:

Possess a minimum of 5 years of experience as a Financial Advisor in the wealth management industry.

Hold significant certifications like CFP CFA or other relevant qualifications.

Bring a transferable client base and Assets Under Management (AUM).

Showcase exceptional communication skills and strong interpersonal abilities.

Demonstrate adept analytical and problemsolving skills.

Show the ability to work independently and in a team setting.

Responsibilities:

Foster strong client relationships while delivering expert financial advice.

Conduct thorough financial assessments of clients current financial situations and future goals.

Develop personalized financial plans for clients including investment retirement and tax planning strategies.

Monitor clients financial progress and adjust plans as needed.

Stay updated on industry trends and regulations to ensure compliance and provide topnotch service to clients.

Our client provides a competitive compensation package and a supportive work environment. If you meet the requirements and have a passion for helping clients achieve their financial goals we encourage you to apply for this exciting opportunity in Cambodia.


Our client provides a competitive compensation package and a supportive work environment. If you meet the requirements and have a passion for helping clients achieve their financial goals we encourage you to apply for this exciting opportunity in Cambodia.

Remote Work :

No

Employment Type

Full Time

Company Industry

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