Our client is based in Thailand with offices also in Oman and Vietnam.
Their client base is constantly expanding across the world and their aim is to become local to their global client base. In order to keep up with this expansion, they require a number of independent investment advisors to be based in Bangkok.
As a independent financial advisor your role will be to work closely with clients in their medium- to long-term personal financial planning. You will be advising on the following areas:We are looking for a Financial Adviser to act as an intermediary between our company and customers. You will provide to our clients financial guidance and make recommendations on how to best utilise their money.
• Provide strategic advice across a variety of financial investment savings products and services
• Assess client's overall financial picture, understand their needs and develop a solid financial plan
• Guide clients towards a profitable and secure financial decision
• Keep abreast of new industry's trends and research market to back up financial consulting
• Comply with all industry rules and regulations
• Proven working experience as a Financial adviser or relevant experience
• Track record of successful financial guidance
• Ability to analyze market's financial data and to provide appropriate data-based advice
• Strong communication, negotiation and presentation skills
• Accuracy, attention to detail and the ability to explain complex information clearly and simply
• Excellent PC knowledge and ability to operate database systems
• Preferably hold qualifications in international financial services
Please note: A minimum of one year experience working in the wealth management business is a requirement. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required investment advisory sales experience. Prestige IFA Jobs specializes in Wealth Management and Insurance ONLY, so please don't send your CV for any other jobs of professions.