Senior Financial Strategist
1 month ago
**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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