3 Mortgage Advisor jobs in Vietnam
Financial Advisor
600000 Phan Thiet, Binh Thuan
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Join a prestigious financial services firm as a Financial Advisor in **Phan Thiet, Binh Thuan**. This client-facing role is integral to helping individuals and families achieve their financial goals. You will be responsible for assessing clients' financial situations, developing personalized investment strategies, and providing expert advice on retirement planning, wealth management, and insurance needs. The ideal candidate will possess excellent interpersonal skills, a strong understanding of financial markets, and a commitment to ethical client service. You will build and maintain strong client relationships through regular communication and proactive financial planning. Responsibilities include client acquisition, conducting financial needs analyses, recommending appropriate financial products, and ensuring compliance with all regulatory requirements. A proven track record of success in sales or client advisory roles is highly desirable. You will need to be results-driven, self-motivated, and possess strong analytical and problem-solving abilities. This role requires professional licensing and certifications in financial planning and investment advisory services. You will be expected to stay abreast of market trends and financial regulations to provide the most effective guidance to your clients. This is an excellent opportunity for motivated individuals to build a rewarding career in finance, offering potential for significant income growth based on performance and client success. You will be a trusted advisor, empowering clients to make informed financial decisions.
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Senior Financial Advisor
60000 Pleiku, Gia Lai
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Our client, a leading financial services firm, is seeking a highly experienced and client-focused Senior Financial Advisor to join their growing team in Pleiku, Gia Lai, VN . This position offers an excellent opportunity to build and manage a diverse portfolio of clients, providing comprehensive financial planning and investment solutions. You will be instrumental in helping clients achieve their financial goals through expert advice and personalized strategies.
Key responsibilities include developing and implementing tailored financial plans for individuals and families, covering areas such as retirement planning, investment management, estate planning, insurance, and tax strategies. You will conduct in-depth analysis of clients' financial situations, risk tolerance, and objectives to recommend appropriate investment products and strategies. Building and maintaining strong, long-term relationships with clients through regular communication, performance reviews, and proactive engagement is essential.
The Senior Financial Advisor will also be responsible for prospecting and acquiring new clients through networking, referrals, and marketing efforts. You will stay current with financial market trends, economic conditions, and regulatory changes to provide informed advice. This role involves educating clients about investment options, market dynamics, and the importance of long-term financial planning. Ensuring compliance with all industry regulations and company policies is paramount. You will collaborate with other financial professionals, such as accountants and estate lawyers, to provide holistic client solutions.
Required qualifications include a Bachelor's degree in Finance, Economics, Business, or a related field. Relevant professional certifications such as CFP (Certified Financial Planner) or equivalent are highly desirable. A minimum of 5 years of experience in financial planning, wealth management, or investment advisory services is required. Proven track record of successfully managing client relationships and achieving financial goals is essential. Strong knowledge of investment products, financial markets, and retirement planning strategies. Excellent analytical, problem-solving, and communication skills. The ability to explain complex financial concepts in a clear and understandable manner is crucial. This is a rewarding career opportunity for a seasoned professional looking to make a significant impact on clients' financial well-being.
Key responsibilities include developing and implementing tailored financial plans for individuals and families, covering areas such as retirement planning, investment management, estate planning, insurance, and tax strategies. You will conduct in-depth analysis of clients' financial situations, risk tolerance, and objectives to recommend appropriate investment products and strategies. Building and maintaining strong, long-term relationships with clients through regular communication, performance reviews, and proactive engagement is essential.
The Senior Financial Advisor will also be responsible for prospecting and acquiring new clients through networking, referrals, and marketing efforts. You will stay current with financial market trends, economic conditions, and regulatory changes to provide informed advice. This role involves educating clients about investment options, market dynamics, and the importance of long-term financial planning. Ensuring compliance with all industry regulations and company policies is paramount. You will collaborate with other financial professionals, such as accountants and estate lawyers, to provide holistic client solutions.
Required qualifications include a Bachelor's degree in Finance, Economics, Business, or a related field. Relevant professional certifications such as CFP (Certified Financial Planner) or equivalent are highly desirable. A minimum of 5 years of experience in financial planning, wealth management, or investment advisory services is required. Proven track record of successfully managing client relationships and achieving financial goals is essential. Strong knowledge of investment products, financial markets, and retirement planning strategies. Excellent analytical, problem-solving, and communication skills. The ability to explain complex financial concepts in a clear and understandable manner is crucial. This is a rewarding career opportunity for a seasoned professional looking to make a significant impact on clients' financial well-being.
This advertiser has chosen not to accept applicants from your region.
1
Remote Financial Advisor - Insurance Specialist
70000 An Thanh
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Posted 2 days ago
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Our client, a leading financial services firm renowned for its comprehensive insurance solutions, is seeking motivated and client-focused Remote Financial Advisors with a specialization in insurance products. This is a fully remote position, offering the flexibility to manage your client interactions and business development from anywhere. The ideal candidate will possess a strong understanding of various insurance lines, including life, health, and general insurance, and excel at building long-term client relationships. Responsibilities include assessing clients' financial needs, recommending appropriate insurance policies, explaining policy terms and benefits, and providing ongoing support and advice. You will conduct virtual client consultations, manage a portfolio of clients, and actively engage in business development activities to acquire new clients. Excellent communication, interpersonal, and sales skills are paramount. Proficiency with CRM software and digital communication tools is essential for success. This role requires a proactive, results-oriented individual who is dedicated to helping clients achieve their financial security and wealth management goals through expert insurance guidance.
Key Responsibilities:
Qualifications:
Key Responsibilities:
- Conduct virtual consultations to assess clients' financial situations and insurance needs.
- Recommend and explain suitable insurance products (life, health, property, etc.).
- Develop personalized financial plans focusing on insurance coverage and protection.
- Build and maintain strong, long-term relationships with clients.
- Acquire new clients through networking, lead generation, and referrals.
- Manage a client portfolio, ensuring regular communication and reviews.
- Explain policy details, benefits, and exclusions clearly and accurately.
- Process insurance applications and assist clients with onboarding.
- Stay updated on new insurance products, market trends, and regulatory changes.
- Achieve and exceed sales targets and performance objectives.
- Utilize CRM software to manage client interactions and track sales activities.
- Adhere to all ethical standards and compliance regulations in the financial services industry.
- Provide post-sale support and address client inquiries or concerns promptly.
- Collaborate with internal teams to ensure seamless service delivery.
- Continuously enhance knowledge of financial planning and insurance solutions.
Qualifications:
- Bachelor's degree in Finance, Business Administration, Marketing, or a related field.
- Minimum of 3 years of experience in financial advisory or sales, with a focus on insurance products.
- Proven track record of meeting or exceeding sales targets.
- Strong knowledge of life insurance, health insurance, and other relevant insurance products.
- Excellent communication, presentation, and interpersonal skills.
- Client-centric approach with a passion for helping others achieve financial goals.
- Proficiency in CRM software (e.g., Salesforce) and virtual meeting platforms.
- Ability to work independently, manage time effectively, and maintain a high level of productivity in a remote setting.
- Relevant licenses or certifications (e.g., insurance agent license) are required or highly preferred.
- Understanding of financial planning principles is a strong asset.
- High ethical standards and commitment to compliance.
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