Senior Wealth Management Professional

4 days ago


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

We are representing a leading Wealth Management firm in Thailand, seeking an experienced and qualified Senior Wealth Management Professional to join their team.

About the Role

The successful candidate will be responsible for providing expert financial advice to clients, assisting them in achieving their financial objectives and securing their financial futures.

Responsibilities:
  • Cultivate and maintain relationships with clients, delivering expert financial guidance and support.
  • Conduct comprehensive financial assessments of clients' present financial situations and future goals.
  • Develop and implement tailored financial plans for clients, encompassing investment, retirement, and tax planning strategies.
  • Monitor clients' financial progress and adapt plans as needed.
  • Stay current with industry trends and regulations to ensure compliance and deliver the best possible service to clients.

We offer a competitive package and a supportive, collaborative work environment. If you meet the aforementioned criteria and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.



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

    Job OverviewWe are representing an International leading Wealth Management firm in Thailand, seeking an experienced and qualified Senior Wealth Management Professional to join their team.Job SummaryThis is a unique opportunity to work with a reputable wealth management company in Thailand. As a Senior Wealth Management Professional, you will provide expert...


  • Bangkok, Bangkok, Thailand international finance corporation Full time

    International Finance Corporation is seeking a highly skilled Senior Finance Professional to join its team. As a key member of the Budget & Administration Department, you will play a critical role in supporting the organization's mission to promote economic growth and development in emerging markets.The ideal candidate will have a strong background in...


  • 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

    **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...


  • Bangkok, Bangkok, Thailand Manatal Co LTD Full time

    At Manatal Co LTD, we're looking for a skilled Senior IT Helpdesk professional to join our team in Bangkok. This exciting role comes with an estimated salary of $35,000 - $45,000 per annum.Company OverviewWe're a fast-growing B2B SaaS company that's transforming the hiring process with our innovative AI-powered application tracking system. Our team is...


  • Bangkok, Bangkok, Thailand Job Expert (Thailand) Co., Ltd. Full time

    Job OverviewWe are seeking a highly skilled and experienced Senior Operations Manager to join our team at Job Expert (Thailand) Co., Ltd.SalaryThe estimated salary for this position is THB 120,000 - 180,000 per month, depending on experience.Job DescriptionAs a Senior Operations Manager, you will be responsible for leading the daily operations of our center,...


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

    Company Overview">Independent Resourcing Consultancy Ltd is a multinational wealth management and financial advisory firm operating throughout Asia, with a strong presence in Shanghai, China, Bangkok, Thailand, HCMC, Vietnam, and Hong Kong. They pride themselves on being one of the most technologically advanced wealth management firms in the region.


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

    Company OverviewClick and Connect Online Limited is a boutique firm established in the 1960s, starting out as an insurance firm and later expanding into asset and wealth management. The company has grown to become a multinational wealth management and financial advisory firm operating throughout Asia and is proud to be one of the most technologically...


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

    Independent Resourcing Consultancy Ltd is seeking an experienced Expert Financial Solutions Consultant to join their team.We are representing a leading wealth management firm in Thailand, looking for a qualified and skilled consultant to assist clients in achieving their financial objectives and securing their financial futures.This role involves providing...


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

    Job Description:We are seeking an experienced and qualified Financial Advisor to join our team in Thailand. As a key member of our wealth management firm, you will be responsible for providing expert financial advice to our clients, helping them achieve their financial goals and secure their financial futures.Responsibilities:Build and maintain relationships...


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

    Company OverviewWe are Click and Connect Online Limited, a leading boutique firm in the Asia region established in the 1960s. Initially starting as an insurance firm, we have expanded our services to asset and wealth management, providing comprehensive solutions to clients worldwide.


  • Bangkok, Bangkok, Thailand Vinarco Full time

    **Job Overview**Vinarco, an exploration and production oil company in Thailand, is seeking a Senior Corporate Communications Specialist to join their team.Salary: THB 120,000 - 180,000 per monthJob Description:The successful candidate will be responsible for drafting and editing external communications, including press releases, regulatory filings, and...


  • Bangkok, Bangkok, Thailand Job Expert (Thailand) Co., Ltd. Full time

    Marketing ManagerWe are seeking a skilled Marketing Manager to join our team at Job Expert (Thailand) Co., Ltd.About the RoleThe Marketing Manager will be responsible for developing and executing marketing strategies to drive business growth. This includes conducting market research, creating marketing campaigns, managing budgets, and analyzing performance...

  • Senior Sales Director

    2 weeks ago


    Bangkok, Bangkok, Thailand Job Expert (Thailand) Co., Ltd. Full time

    We are seeking an accomplished Senior Sales Director to lead our nationwide sales expansion. Reporting directly to the CEO of Job Expert (Thailand) Co., Ltd., this role requires a seasoned professional with a proven track record in sales management.The ideal candidate will have extensive experience in designing and executing nationwide sales strategies, as...


  • Bangkok, Bangkok, Thailand Link Compliance Full time

    Job Title: Senior Business Development Manager - ThailandSalary: $80,000 - $120,000 per yearCompany OverviewSince its foundation in the early 19th century, Link Compliance has evolved into an international lifestyle brand with a strong presence in the ceramic industry.We are seeking a highly skilled and experienced Project Sales Manager to join our team in...


  • Bangkok, Bangkok, Thailand Job Expert (Thailand) Co., Ltd. Full time

    Job Title: Strategic Brand Marketing ProfessionalAbout the Role:We are seeking a highly skilled and experienced Strategic Brand Marketing Professional to join our team at Job Expert (Thailand) Co., Ltd. This role will involve developing and executing marketing strategies that drive business growth and brand awareness.Key Responsibilities:Market Analysis:...


  • Bangkok, Bangkok, Thailand international finance corporation Full time

    At IFC, a member of the World Bank Group, we drive impact through private sector development. Our mission is to end extreme poverty and boost shared prosperity on a livable planet.We are seeking an experienced Associate Finance Officer for the Asia Pacific Region. This role will be based in Bangkok, with responsibilities covering Thailand and Myanmar...


  • Bangkok, Bangkok, Thailand Vinarco Full time

    Job Title: Senior Retail Business Development ManagerVinarco is seeking a highly skilled and experienced Senior Retail Business Development Manager to join our team. In this role, you will be responsible for driving business growth by developing comprehensive account plans, monitoring sales and operational targets, and analyzing local competitive market...


  • Bangkok, Bangkok, Thailand Job Expert (Thailand) Co., Ltd. Full time

    Job OverviewThe Chief Legal Strategist is a pivotal role within Job Expert (Thailand) Co., Ltd. that requires an exceptional professional to oversee the day-to-day operations of the legal department and provide strategic legal guidance to support the company's objectives.This high-profile position involves managing complex legal issues, ensuring compliance...


  • Bangkok, Bangkok, Thailand EXANTE Full time

    About EXANTEEXANTE is a pioneering wealth tech firm, offering cutting-edge trading solutions and B2B financial infrastructure that drives value through technology.We empower clients to access over 1 million financial instruments from a single multi-currency account.A global leader with 600+ employees across 70+ locations, representing 60 nationalities,...