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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, New Zealand, Germany, Portugal, France) or are you a national from other EU or Western countries where our industry operates? Our client is looking for 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’re 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 things 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/expat clients in offshore financial services
* Proven track record of successful financial guidance
* Ability to analyze financial data and provide data-driven advice
* Strong communication, negotiation, and presentation skills
* Attention to detail and ability to explain complex information clearly
* Good knowledge of Microsoft Office tools
Competencies
* Experience in international financial services
* Attention to detail
* Hard-working, motivated individuals
* Confidence and interpersonal skills
* Flexible and adaptable approach
* Target-driven and successful individuals
Personal Attributes
Strong work ethic; self-sufficient and able to work independently or in a team.
My client aims to build a book of FUM exceeding £100M rapidly.
Tools Available to Consultants
* Seminars
* Educational courses
* Golf and networking events
* Breakfast & coffee networking with introducers
* Investment roundtables
* Tax education events (IHT, death tax, forced heirship, QNUPS, SIPP transfers)
* Tax planning, offshore structures, and marketing support
This is a unique opportunity to join an elite team and break records. Our client is one of Asia’s leading IFAs with 56 years of experience and a high client acquisition success rate.
Additional Benefits
* Work permit assistance
* Office support and hot desking
* Premium event venues
* Dedicated event management and BDM support
Minimum Requirements
Only candidates with at least two years’ experience in financial services will be considered. This role is ideal for UK or EU expatriate financial advisors with international wealth management experience. It is not suitable for those from accounting, auditing, or non-client-facing financial management professions. Only apply if you meet these criteria.
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