Job Description
Job Description
Position: International Financial ConsultantLocations: Shanghai (China) | Ho Chi Minh City (Vietnam) | Hong Kong
About the Firm
My client is an independent, privately owned multinational wealth management and private finance firm offering impartial advice and tailored solutions to individuals, families and businesses. The firm combines global reach, advanced client systems and structured training to help advisers build high‑value careers.
Role Overview
The International Financial Consultant will work closely with clients to develop and deliver short-, medium- and long-term financial plans. The consultant will build and manage client relationships, recommend suitable products and monitor portfolios to help clients meet their financial goals.
Key Responsibilities
- Advise clients on regular savings plans, wealth management, pensions, lump‑sum investments, life and crit...