Location
Location: Ho Chi Minh City, Vietnam. This is an international expatriate opportunity for qualified financial advisors seeking to work with a global client base from a dynamic overseas market.
About the Role
Our client is recruiting an experienced Financial Advisor Vietnam to join their established team in Ho Chi Minh City, Vietnam. This position focuses on delivering comprehensive financial planning and wealth management services to a diverse international client base, including expatriates and high-net-worth individuals. The successful candidate will thrive in Ho Chi Minh City’s dynamic financial landscape and growing cross-border wealth management sector.
About the Client
• Leading provider of financial services to expatriates, with operations across the UK, Asia, Europe, and South Africa
• Dedicated administration hub in Sri Lanka
• Committed to professional development, career progression, and employee recognition
Key Responsibilities
• Deliver professional financial advice and bespoke wealth management solutions to clients
• Build and sustain long-term client relationships through exceptional service standards
• Conduct thorough financial reviews and comprehensive fact-finding discussions
• Develop customised financial plans addressing investments, pensions, and protection needs
• Provide guidance on cross-border financial planning and international investment opportunities
• Assist clients with UK pension transfers, QROPS arrangements, and expatriate tax strategy
• Maintain full compliance with all relevant regulatory frameworks and industry standards
Qualifications & Requirements
• An existing book of business would be highly valued.
• 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 working with expatriate or cross-border clients preferred
• Commitment to professional development and regulatory compliance
What’s on 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 opportunities within a growing international firm
About Ho Chi Minh City, Vietnam
Ho Chi Minh City is a thriving financial centre with a growing expatriate community and excellent quality of life. The city offers a modern infrastructure, competitive tax environment, and outstanding professional networking opportunities within the international financial services sector.
Apply for This Position
If you are a qualified Financial Advisor Vietnam seeking a new challenge in Ho Chi Minh City, Vietnam, the client welcomes your application. Please submit your CV and a brief cover letter detailing your relevant experience and qualifications.
Please note: Applicants should have at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognized investment qualifications (e.g., CISI, CII, or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.
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