Financial Services Associate

4 weeks ago


London, Greater London, United Kingdom Prestige IFA Jobs Full time

About the Role:

We are seeking a highly skilled Financial Services Associate to join our team at Prestige IFA Jobs. As a key member of our team, you will be responsible for providing private wealth management and financial planning services to individual, family, and corporate clients based in Vietnam, Thailand, and surrounding regions.

Key Responsibilities:

  • Assess clients' 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 trends and research markets to back up financial consulting
  • Provide strategic advice across a variety of financial products and services

Requirements:

  • Minimum of two years' experience in the financial services industry
  • Ability to analyze market financial data and provide appropriate data-based advice
  • Good Microsoft Office skills and knowledge
  • Experience in international financial services
  • Flexible and adaptable approach to work

What We Offer:

As a Financial Services Associate at Prestige IFA Jobs, you will have the opportunity to work with a dynamic team and develop your skills in private wealth management and financial planning. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.



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