Senior Financial Consultant
4 weeks ago
We are seeking a highly skilled and experienced Financial Advisor to join our team at Click and Connect Online Limited. As a Financial Advisor, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and secure their financial futures.
Key Responsibilities:
- Build and maintain relationships with clients, providing them with expert financial advice and guidance
- 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
- Stay up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients
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
- Ability to work independently and as part of a team
We offer a competitive package and a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.
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Senior Financial Consultant
4 weeks ago
Bangkok, Bangkok, Thailand Click and Connect Online Limited Full timeJob Title: Senior Financial ConsultantWe are seeking a highly skilled Senior Financial Consultant to join our team at Click and Connect Online Limited. As a Senior Financial Consultant, you will be responsible for providing expert financial advice to clients, helping them achieve their financial objectives and secure their financial futures.Key...
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Senior Financial Consultant
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High Net Worth Financial Advisor
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Senior Financial Manager
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Senior Consultant
1 month ago
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SR&T Senior Consultant, Financial Risk
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Senior Consultant
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Senior Consultant
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Senior Consultant
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Senior Wealth Manager, Thailand
4 weeks ago
Bangkok, Bangkok, Thailand Click and Connect Online Limited Full timeRole OverviewHebden Consulting is seeking a Senior Wealth Manager to join their expanding global team. As a Senior Wealth Manager at Hebden Consulting, you will be responsible for cultivating and managing relationships with high-net-worth clients, devising personalized financial plans, and guiding clients towards financial success.Key ResponsibilitiesClient...
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Senior Wealth Management Specialist
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Bangkok, Bangkok, Thailand Click and Connect Online Limited Full timeRole 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...
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