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International Private Client Adviser

Prestige IFA Jobs · Ho Chi Minh City

New
Mid 🇬🇧 English
Wealth management Financial planning QROPS Pension transfers

Job description

About the role

An experienced Financial Advisor is sought to join a client's team in Ho Chi Minh City, Vietnam. The role provides comprehensive financial planning and wealth management services to an international client base, including expatriates and high-net-worth individuals, in a client-facing, performance-oriented position focused on long-term relationship building.

Key responsibilities

  • Provide professional financial advice and wealth management solutions to clients
  • Develop and maintain long-term client relationships through exceptional service
  • Conduct thorough financial reviews and fact-finding meetings
  • Create tailored financial plans covering investments, pensions and protection
  • Advise on cross-border financial planning and international investment strategies
  • Support clients with UK pension transfers, QROPS and expatriate tax planning
  • Ensure full compliance with regulatory requirements and industry standards

Required profile

  • UK-recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent)
  • Minimum 2-3 years of client-facing experience in wealth management or financial advisory
  • Strong knowledge of investments, pensions and wealth management strategies
  • Excellent communication and relationship management skills
  • Experience with expatriate or cross-border clients preferred
  • Commitment to professional development and regulatory compliance

What we offer

  • Competitive commission-based earnings with uncapped potential
  • Professional development and ongoing training support
  • Relocation support and visa sponsorship for successful international candidates
  • Opportunity to build a global client portfolio
  • Full back-office and compliance support
  • Career progression within a growing international firm

To apply, candidates submit their CV and a brief cover letter through Prestige, describing their relevant experience and qualifications.

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Published 22 hours ago

Expires 1 month from now

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Prestige IFA Jobs

Ho Chi Minh City