Wealth Management Consultant - Vietnam & Jakarta

Job Description

Are you looking for your new role abroad? Enjoy career growth, vibrant cultures, and unmatched opportunities in our dynamic financial hubs. This position is for our office in Jakarta, Indonesia or Ho Chi Minh City, Vietnam; you must be willing to self-relocate to Vietnam for this role. We are a sustainable, rewarding, and award-winning company that strives to make a difference in our clients' lives and financial well-being. We are looking for Wealth Consultants who want to join us in our Jakarta & Ho Chi Minh City offices. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements, and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees' career aspirations. Our culture is built on hard work and supporting our people to succeed while building an affluent career. We are an ambitious and driven company that is rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey. Our commitment and main objective is to deliver personalized, independent financial advice to each of our clients. As a Wealth Consultant, you will have the opportunity to support a number of individual clients with financial management. deVere Group has obtained licenses in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client. You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio. Using a consultative process, you will be wholly responsible for gaining as much information about the client’s wants and specific situation, and tailor a personalized strategy using a range of financial products and services. Key Activities Build and develop a bank of wealth management clients (B2C only). Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication with a personalized advisory approach. Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings. Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients. Deliver needs-based solutions through effective communication and influencing. You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client. Analyze markets globally and the client’s situation to pick the correct products and services for those clients’ needs. You will have access to licenses across multiple locations. Advise on a full range of products and services that can be offered, providing individualized advice on personal wealth across: Lump Sum Investments, Fixed-Income Products, Global Funds, including Equity, VC, ESG, Regular Savings Plans, Portfolio Bonds, International Pension Planning, Fintech. Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements. Skills Required You must have a minimum of a Degree and experience in face-to-face sales. Service-focused with strong numerical and analytical skills with close attention to detail. Previous experience in managing high-net-worth clients is desirable but not essential. An understanding of lump sum investments, offshore investments, fintech, bonds, or pension products is highly advantageous. A trustworthy, financially sound, professional team player that has an instinct to deliver top-quality service. Sound judgment skills and attention to detail can also help you to analyze the risks involved in certain investments. A proven sales track record would be advantageous. Have ambition, hunger for success, and be driven by targets. Company Benefits Opportunity for further chartered qualifications relevant to the industry. Multitude of career opportunities and progression. Opportunity to transfer to different locations. Competitive commission bonus based on a transparent structure. Individual and team training that supports your development. Client and employee events. Kindly attach your CV to the application to be considered. Seniority level Associate Employment type Full-time Job function Sales, Business Development, and Consulting Industries: Financial Services, Banking, and Investment Banking #J-18808-Ljbffr