Financial Consultants Thailand
Posted 23 hours 20 minutes ago by Prestige IFA Jobs
The story of my South East Asian client mirrors that of Hong Kong. Established in 1966, my client started as an insurance firm catering to businesses on the Island. As Hong Kong took off during the 1970s, the company expanded into asset and wealth management.
Do you have dual nationality, e.g., UK-Australia, or from New Zealand, Germany, Portugal, France, or another EU or Western country where our industry operates? Our client is seeking experienced financial advisors/consultants to provide private wealth management and financial planning services to individual, family, and corporate clients based in Thailand and surrounding regions.
Does this sound like you?
- Helping people and problem-solving energizes you
- You listen to understand and want to provide real value
- You are known for being direct and honest, always
- Family-oriented, building meaningful relationships matters to you
- You are methodical and consistent because you know that great results come from preparation, patience, and positivity
- "Get things done" is your motto, but competing with your peers is next level fun
- Traveling, new experiences, and new cultures are something you enjoy
RESPONSIBILITIES:
- Provide strategic advice across a variety of financial products and services
- Assess clients' overall financial picture, understand their needs, and develop solid financial plans
- Guide clients towards profitable and secure financial decisions
- Stay updated on industry trends and research markets to support financial consulting
- Comply with all industry rules and regulations
REQUIREMENTS:
- Minimum of two years' experience working with international clients (expats)
- Proven track record of successful financial guidance
- Ability to analyze market data and provide data-based advice
- Strong communication, negotiation, and presentation skills
- Attention to detail and ability to explain complex information clearly
- Proficiency in Microsoft Office
COMPETENCIES:
- Experience in international financial services
- Hard-working and motivated
- Confidence and strong interpersonal skills
- Flexible and adaptable approach
- Target-driven and successful individuals
PERSONAL ATTRIBUTES:
Strong work ethic; self-sufficient and able to work independently and in teams.
The goal is to build a book of FUM of £100M+ rapidly.
TOOLS AVAILABLE:
- Seminars, client educational courses, golf events, networking events, breakfast & coffee networking, IHT and death tax education events, forced heirship education (big in Asia), QNUPS, SIPP transfers, holistic tax planning solutions, trust structures, offshore structures, and online/offline marketing.
This is a unique opportunity to work with an elite team and break records for a leading Asian IFA with 56 years in the market!
Our exclusive client acquisition process boasts a 90%+ closing rate, with no cold calling required, thanks to templates and lead generation processes.
Company benefits include:
- Office support, hot desking, premium event venues, dedicated event managers, BDM support
MINIMUM REQUIREMENTS:
Only candidates with at least two years' experience in financial services will be considered. Experience in international wealth management is essential. This role is client-facing, sales-driven, and not suitable for those from accounting, auditing, or financial management backgrounds. Only apply if you meet these criteria.
Upload your CV/resume (max 50 MB).
Candidate Questions:
- Source of this job listing?
- Have you already submitted your CV elsewhere?
- Is this role remote-friendly with a transferable book?
- Notice period required?
- Are you aware this is a commission-only role?
- Willing to relocate?
- English proficiency?
- UK Level 4 CISI or equivalent, or CFP?
- Years of investment advisory experience?
- Experience with offshore investment products?
- Current savings for relocation?
- Are you an accountant, auditor, or financial manager?
- Experience with international life companies?
- Year of birth?
- Transferrable client book or AUM?
- Main reason for job change?
- UK pension transfer experience?
- Country of passport(s)?
- Are you aware this is a commission-only position?
- Willing to relocate?
- English as first language or advanced skills?
- UK Level 4 CISI or equivalent or CFP?
- Investment advisory experience?
- Experience in offshore wealth management sales?
- Sufficient savings for relocation?
- Are you an accountant, auditor, or financial manager?
- International/ offshore advisory experience?