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    Private Financial Advisor - London, United Kingdom - Prestige IFA Jobs

    Prestige IFA Jobs
    Prestige IFA Jobs London, United Kingdom

    5 days ago

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    Description
    Established in 1966, my client started as an insurance firm catering to business on the Island. As Hong Kong took off during the 1970's, the company expanded into asset and wealth management.

    Our client is looking for an associate to provide private wealth management and financial planning services to individual, family & corporate clients based in Vietnam, Thailand and surrounding regions.

    Provide strategic advice across a variety of financial products and services
    Assess client's overall financial picture, understand their needs and develop a solid financial plan
    Guide clients towards a profitable and secure financial decision
    Keep abreast of new industry's trends and research market to back up financial consulting
    Experienced offshore consultants with a minimum of two years' working with international clients (expat clients).
    Track record of successful financial guidance
    Ability to analyze market's financial data and to provide appropriate data-based advice
    Good Microsoft Office skills and knowledge
    Experience in international financial services
    A flexible and adaptable approach to work
    Only candidates with two years' experience in the financial services industry will be considered for this role.

    This position would typically suit experienced UK investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates.

    Work permits might also be an issue for non EU / UK passport holders, depending on your nationality. This position is NOT for someone from the accounting / auditing or financial management profession.


    Tagged as:
    careers , Chartered Advisor , CII , CISI , DipFA , DipPFS , Finance Jobs , FInancial Adviser Careers , HCM , IFA Career , IFA Consultant , Independent Financial Advisor , International Financial Advisor , International IFA , International IFA Jobs , International Wealth Manager , Investment Advisor Jobs , jobs , Offshore IFA , QROPS , Saigon , UK Financial Advisors , UK Pensions , Vietnam , Wealth Advisor , Wealth Manager
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