Senior Wealth Manager, Thailand

1 month ago


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

Hebden 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 Responsibilities
  • Client Relationship Management: Build and maintain strong relationships with affluent clients, understanding their financial goals, risk tolerance, and investment preferences.
  • Financial Planning: Develop comprehensive financial plans tailored to each client's needs, including retirement planning, tax optimization, estate planning, and more.
  • Investment Strategy: Create and implement personalized investment strategies, utilizing a wide range of financial products and services offered by Hebden Consulting.
  • Portfolio Management: Monitor and manage client portfolios.
  • 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, including research, compliance, and operations, to deliver comprehensive wealth management solutions.
Qualifications
  • Education: 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: Minimum of 5-7 years of international experience in wealth management and financial advisory, with an international transferable client portfolio and AUM.
  • 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

Competitive package with attractive income retention.

Comprehensive benefits with long-term incentives.

Opportunities for professional growth and development.

A collaborative and innovative work environment.

Access to cutting-edge digital tools and platforms.

We are seeking advisors who are eager to transform their potential book into a steady and profitable income stream, while also providing valuable benefits to their clients. The ideal 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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