Senior Wealth Management Specialist

4 weeks ago


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

Role Overview:


Hebden Consulting is a pioneering Independent Financial Advisory firm seeking a Wealth Manager to enhance their global team.


Key Responsibilities:



  • Client Relationship Management: Develop and maintain strong client relationships by understanding their financial objectives, risk tolerance, and investment preferences.
  • Financial Planning: Create personalized financial plans covering retirement, tax, estate planning, and more.
  • Investment Strategy: Design and implement tailored investment strategies using Hebden Consulting’s wide range of financial products and services.
  • Market Analysis: Stay updated with global financial markets, economic trends, and investment opportunities to provide informed advice.
  • Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.
  • Compliance: Ensure all advisory activities comply with regulatory standards and company policies.
  • Collaboration: Work closely with internal teams to deliver comprehensive wealth management solutions.

Qualifications:


We are looking for a highly skilled and experienced Wealth Manager with:



  • Education: A Bachelor’s degree in Finance, Economics, Business Administration, or a related field. A Master’s degree or professional certifications (e.g., DipFa, CFA, CFP) is also required.
  • Experience: 5-7 years of experience in wealth management with a transferable international client base.
  • Skills:

    • Strong analytical and quantitative skills.
    • Excellent communication and interpersonal skills.
    • Proven ability to build and maintain relationships with affluent clients.
    • Proficiency in using financial planning and portfolio management tools.
    • Ability to work independently and as part of a team.

  • Knowledge: In-depth understanding of financial markets, investment products, and regulatory requirements in international markets.
  • Language: Fluency in English is required.

What Hebden Consulting Offers:


We provide a competitive package with attractive income retention, comprehensive benefits, opportunities for professional growth and development, a collaborative and innovative work environment, and access to cutting-edge digital tools and platforms.


Successful candidates will have a strong drive to convert opportunities into consistent revenue, ensuring mutual growth and satisfaction for both themselves and their clients.



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