Independent Financial Advisor - Thailand
Independent Financial Advisor - Thailand
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Job Description
Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Thailand
We are representing an International leading Wealth Management firm in Thailand seeking an experienced and qualified Independent Financial Advisor to join their team.
As an Independent Financial Advisor you will provide expert financial advice to clients assisting them in achieving their financial objectives and securing their financial futures.
Requirements:
Minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
Industryleading qualifications such as CFP CFA or other relevant certifications.
Transferable client base and AUM.
Excellent communication and interpersonal skills.
Strong analytical and problemsolving abilities.
Ability to work independently and as part of a team.
Responsibilities:
Cultivate and maintain relationships with clients delivering expert financial advice and guidance.
Conduct comprehensive financial assessments of clients present financial situations and future goals.
Develop and implement tailored financial plans for clients encompassing investment retirement and tax planning strategies.
Monitor clients financial progress and adapt plans as needed.
Stay current with industry trends and regulations to ensure compliance and deliver the best possible service to clients.
We offer a competitive package and a supportive collaborative work environment. If you meet the aforementioned criteria and are passionate about helping clients achieve their financial goals we encourage you to apply for this exciting opportunity.
We offer a competitive package and a supportive collaborative work environment. If you meet the aforementioned criteria and are passionate about helping clients achieve their financial goals we encourage you to apply for this exciting opportunity.
Remote Work :
No
Employment Type
Full Time
