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Wealth Advisory

$ 4,000 - $ 8,000 / month

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Job Description

Description

We are seeking a motivated and detail-oriented Financial Planner to join our team in Southeast Asia. The ideal candidate will have 0-9 years of experience in the financial services industry and a passion for helping clients achieve their financial goals. This role involves supporting financial advisors in managing client relationships, conducting market research, and preparing financial proposals. If you are looking to start or advance your career in wealth management, we encourage you to apply.

Skills and Qualifications

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • Strong analytical skills and attention to detail.
  • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
  • Familiarity with financial software and investment platforms.
  • Good understanding of financial markets and investment products.
  • Excellent verbal and written communication skills in English; proficiency in additional Southeast Asian languages is a plus.
  • Ability to work collaboratively in a team environment and manage multiple priorities effectively.
  • Desire to learn and grow within the wealth management industry.

Job Description

Description

We are seeking a motivated and detail-oriented Financial Planner to join our team in Southeast Asia. The ideal candidate will have 0-9 years of experience in the financial services industry and a passion for helping clients achieve their financial goals. This role involves supporting financial advisors in managing client relationships, conducting market research, and preparing financial proposals. If you are looking to start or advance your career in wealth management, we encourage you to apply.

Skills and Qualifications

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • Strong analytical skills and attention to detail.
  • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
  • Familiarity with financial software and investment platforms.
  • Good understanding of financial markets and investment products.
  • Excellent verbal and written communication skills in English; proficiency in additional Southeast Asian languages is a plus.
  • Ability to work collaboratively in a team environment and manage multiple priorities effectively.
  • Desire to learn and grow within the wealth management industry.