Job Description
UK-Qualified IFAs Welcome: This role is open to FCA-regulated professionals (DipPFS, CISI Level 4, CFP) based in the United Kingdom. Most of our clients provide full visa sponsorship, some offer relocation assistance, and guidance on cross-border compliance for international placements.
Our client is one of Asia’s leading independent financial advisory and wealth management firm. They are currently undergoing a big expansion into South East Asia and are hiring for their offices in Bangkok.
They are looking for an experienced IFA / Wealth Manager to help them expand their business by actively seeking and acquiring new clients. You will identify their needs and demands and provide solutions accordingly.
Your main objective is to find and bring new clients to the company through various methods of sales and marketing. The main focus will be attending events held by chambers of commerce, networking clubs, business associations and any other public and private events sponsored by the company and any other methods of finding clients.
Duties & Responsibilities include:
• Networking at every opportunity including ; networking events, social events, charity, sports and other business events.
• Conducting a full assessment and suitability report for clients in order to provide the correct solution
• Achieving sales targets
• Full ownership of sales lead starting from 1st contact right through to close.
• Database management, ensuring data being used is recent and updated regularly.
• Managing and servicing your client accounts.
• Fulfil all company-established policy obligations
REQUIREMENTS:
• At least 2 years proven working experience as a Financial adviser or relevant offshore experience
• Proven track record of successful financial guidance
• A book of business would be preferred
• Proven track record of sales and client base
• Strong communication, negotiation and presentation skills
• Highly organised and efficient
• Accuracy, attention to detail and the ability to explain complex information clearly and simply
• Excellent PC knowledge and ability to operate database systems
• Professional appearance
BENEFITS:
• Working for a prestigious and well respected growing firm in Asia
• High rate of initial sales commission
• Share of all trails and management fees
• All networking and any basic business expenses covered
• Qualified meetings from our sales coordinators
• Full back office and sales support via admin staff and modern cloud systems (cash flow analysis, CRM, suitability reports, risk profiling, client valuations)
Please note: Applicants should have at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g. CISI, CII or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.
Our client is one of Asia’s leading independent financial advisory and wealth management firm. They are currently undergoing a big expansion into South East Asia and are hiring for their offices in Bangkok.
They are looking for an experienced IFA / Wealth Manager to help them expand their business by actively seeking and acquiring new clients. You will identify their needs and demands and provide solutions accordingly.
Your main objective is to find and bring new clients to the company through various methods of sales and marketing. The main focus will be attending events held by chambers of commerce, networking clubs, business associations and any other public and private events sponsored by the company and any other methods of finding clients.
Duties & Responsibilities include:
• Networking at every opportunity including ; networking events, social events, charity, sports and other business events.
• Conducting a full assessment and suitability report for clients in order to provide the correct solution
• Achieving sales targets
• Full ownership of sales lead starting from 1st contact right through to close.
• Database management, ensuring data being used is recent and updated regularly.
• Managing and servicing your client accounts.
• Fulfil all company-established policy obligations
REQUIREMENTS:
• At least 2 years proven working experience as a Financial adviser or relevant offshore experience
• Proven track record of successful financial guidance
• A book of business would be preferred
• Proven track record of sales and client base
• Strong communication, negotiation and presentation skills
• Highly organised and efficient
• Accuracy, attention to detail and the ability to explain complex information clearly and simply
• Excellent PC knowledge and ability to operate database systems
• Professional appearance
BENEFITS:
• Working for a prestigious and well respected growing firm in Asia
• High rate of initial sales commission
• Share of all trails and management fees
• All networking and any basic business expenses covered
• Qualified meetings from our sales coordinators
• Full back office and sales support via admin staff and modern cloud systems (cash flow analysis, CRM, suitability reports, risk profiling, client valuations)
Please note: Applicants should have at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g. CISI, CII or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.
💡 Quick Summary
Seeking a career-building opportunity? The Financial Advisor – Thailand position is now open for candidates interested in the Work from home Jobs sector. This role in Bangalore offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Work from home Jobs is a plus.
