Senior Financial Strategist

1 month ago


Bangkok, Bangkok, Thailand Click and Connect Online Limited Full time

**About the Role**

We are representing a leading international wealth management firm looking for an experienced and qualified Senior Financial Strategist to join their team in Thailand. As a Senior Financial Strategist, you will be responsible for providing expert financial advice to our clients, helping them achieve their financial goals and secure their financial futures.

Key Responsibilities:

  • Buid and maintain relationships with clients, providing them with expert financial guidance and advice.
  • 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.

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.

What We Offer:

  • A competitive package, including a salary range of $80,000 - $120,000 per year.
  • A supportive and collaborative work environment.


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