Wealth Management Specialist

2 weeks ago


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

Role Overview:

Hebden Consulting is seeking a skilled Wealth Manager to join their global team. The successful candidate will be responsible for managing and growing a portfolio of affluent clients by providing tailored financial advice and investment strategies.

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 and implement comprehensive financial plans encompassing retirement, tax, 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.
  • 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: 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 the 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.


  • 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...


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

    Role 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...


  • Bangkok, Bangkok, Thailand Pandora Full time

    We're seeking a visionary Talent Management Specialist to shape the future of Pandora's organization. This role is designed for a passionate individual who wants to unlock the potential within every employee. This is a role for those who see beyond job titles and organizational charts, who believe in the power of people to transform industries. The Talent...


  • Bangkok, Bangkok, Thailand Pandora Full time

    Key Talent Management Specialist Role for Pandora The Talent Management Specialist at Pandora plays a pivotal role in shaping the future of the organization by nurturing top talent, defining career pathways, and strengthening leadership capabilities. The role involves sculpting the framework of success, guiding the development and implementation of...


  • Bangkok, Bangkok, Thailand Agoda Full time

    Senior Specialist - Operations & Project Management Agoda is a leading online travel booking platform seeking a skilled Senior Specialist to handle operations, scale new programs globally, provide strategic planning support, and work closely with product and tech teams. About Agoda We are a team of creative entrepreneurs who design tailored business and...


  • Bangkok, Bangkok, Thailand RighthirePlus Full time

    Financial Operations SpecialistAt RighthirePlus, we are seeking a highly skilled Financial Operations Specialist to join our team. As a key member of our financial operations team, you will be responsible for accurately and timely handling income recognition, accounts receivable management, and financial reporting.Key Responsibilities:Income Recognition &...


  • Bangkok, Bangkok, Thailand Vinarco Full time

    Job Title: Road Logistics Customs Care SpecialistOur client is a global logistics provider specializing in tailored solutions for various industries worldwide.Position: Road Logistics Customs Care Specialist.Work hours: Monday-FridayLocation: GlobalThe Road Logistics Customs Care Specialist is responsible for overseeing and coordinating the import of goods...

  • Collection Specialist

    4 weeks ago


    Bangkok, Bangkok, Thailand Agoda Full time

    **Collections Specialist** Agoda is seeking a skilled Collections Specialist to join our team in Bangkok, Thailand. As a key member of our Credit Risk and Collections team, you will be responsible for recovering overdue payments from hotel partners. **About the Role** We are looking for a driven and detail-oriented individual with a strong background in debt...


  • Bangkok, Bangkok, Thailand SLB Full time

    The MI Drilling Fluids Specialist is responsible for maintaining safe, efficient, and reliable service delivery to customers. Responsibilities include performing service, preparing field deliverables, removing and securing resources, and verifying resources. Additional responsibilities include ensuring job deliverables are accurate and delivered on time,...


  • Bangkok, Bangkok, Thailand Alstom Full time

    Senior Payroll Specialist responsible for managing payroll and compliance operations for Thailand, ensuring implementation of payroll as per guidelines and maintaining strict compliance to regulations. Alstom, a leading company in the mobility sector, is seeking a highly skilled and experienced Senior Payroll Specialist to join their team. As a Senior...


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

    About the Role:We are seeking a highly skilled Senior Financial Consultant to join our team at Independent Resourcing Consultancy Ltd. As a Senior Financial Consultant, you will work closely with clients to provide personalized financial planning and wealth management solutions.Key Responsibilities:Develop and implement comprehensive financial plans for...


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

    Job Title: Senior Wealth ManagerLocation: Remote Working OptionCompany: Hebden ConsultingWebsite: https://hebdenconsulting.comAbout Hebden Consulting:Hebden Consulting is an independent financial advisory firm with global reach. Specializing in working with international expats, Hebden Consulting offers a comprehensive range of services including wealth...


  • Bangkok, Bangkok, Thailand Manatal Co LTD Full time

    Job Title: Technical Support SpecialistAt Manatal Co LTD, we are seeking a highly skilled Technical Support Specialist to join our team. As a Technical Support Specialist, you will be responsible for providing exceptional technical support to our clients, ensuring their smooth onboarding experience with our AI-powered application tracking system.Key...


  • Bangkok, Bangkok, Thailand Vinarco Full time

    **Job Summary:**We are seeking a highly skilled Financial Data Specialist to join our team at Vinarco. As an AR Accountant, you will be responsible for calculating, recording, and processing financial data, preparing customer invoices, and managing accounts receivable ledgers.Key Responsibilities:Calculate and record financial data, ensuring accuracy and...


  • Bangkok, Bangkok, Thailand Agoda Full time

    We're seeking a Collections Specialist to join our team in Bangkok, Thailand. This role involves working closely with hotel partners to ensure collection of outstanding balances owed to Agoda, with a focus on negotiation and problem-solving skills.The ideal candidate will have 1-8 years of debt collection experience, proficiency in Microsoft Excel, and...

  • Collection Specialist

    2 weeks ago


    Bangkok, Bangkok, Thailand Agoda Full time

    About Agoda, a global online travel booking platform, is seeking a Collections Specialist to join its team. This role requires recovering overdue payments from hotel partners through calls and emails, negotiating repayment plans, and meeting monthly collection targets. The ideal candidate will have a debt collection background, proficient in Microsoft...

  • Collection Specialist

    2 weeks ago


    Bangkok, Bangkok, Thailand Agoda Full time

    About UsAgoda is an online travel booking platform for accommodations, flights, and more. We build and deploy cutting-edge technology that connects travelers with a global network of 4.7M hotels and holiday properties worldwide, plus flights, activities, and more.Our Purpose - Bridging the World Through TravelWe believe travel allows people to enjoy, learn...


  • Bangkok, Bangkok, Thailand Agoda Full time

    Customer Experience Specialist Achieve Customer Satisfaction by Delivering High-Quality Support Achieve customer satisfaction by delivering high-quality support, resolving issues efficiently, and providing personalized solutions to meet customer needs. About Agoda Agoda is a leading online travel booking platform that connects travelers with a global...

  • Senior Investigator

    1 week ago


    Bangkok, Bangkok, Thailand World Bank Group Full time

    Job Title: Senior Investigator - Fraud and Corruption SpecialistJoin the World Bank Group as a Senior Investigator - Fraud and Corruption Specialist and contribute to the fight against fraud and corruption in our operations. As a key member of our team, you will be responsible for investigating allegations of fraud, corruption, collusion, coercion, and...


  • Bangkok, Bangkok, Thailand Vinarco Full time

    We are seeking a highly skilled Data Protection Specialist to support our client organizations in navigating new personal data protection regulations, trends, and risks. This includes ensuring compliance with data privacy regulations, providing consulting services, and assisting with client project operations.Key Responsibilities:Conduct ROPA for the...