Join an Established Wealth Management Leader in Southeast Asia
Our client is one of Asia’s most established financial services firms, with a history dating back to 1966. Originally founded as an insurance provider in Hong Kong, the company expanded alongside the region’s economic growth in the 1970s to become a leading name in asset and wealth management.
Today, they are seeking experienced Financial Advisors and Consultants to deliver private wealth management and financial planning services to individual, family, and corporate clients across Thailand and the wider region.
About the Opportunity
This role is suited to internationally minded professionals, particularly those with dual nationality or backgrounds in the UK, Australia, New Zealand, Germany, Portugal, France, or other EU/Western markets where cross-border financial services are in demand.
You will be part of an elite, high-performing advisory team with access to proven client acquisition strategies, strong infrastructure, and a unique market positioning within Asia.
Is This You?
• You are energised by helping people and solving problems
• You listen carefully and aim to deliver genuine value
• You are direct, honest, and relationship-focused
• You value long-term connections and client trust
• You are disciplined, methodical, and results-driven
• You enjoy competition and thrive in high-performance environments
• You are open to travel, new cultures, and international experiences
Key Responsibilities
• Provide strategic advice across a wide range of financial products and services
• Assess client financial positions and develop tailored financial plans
• Guide clients toward secure and profitable financial decisions
• Stay up to date with market trends and industry developments
• Ensure compliance with all regulatory and industry standards
Requirements
• Minimum of two years’ experience working with international (expatriate) clients
• Proven track record of delivering successful financial advice
• Strong analytical skills with the ability to interpret financial data
• Excellent communication, negotiation, and presentation abilities
• High attention to detail and ability to explain complex concepts clearly
• Proficiency in Microsoft Office tools
Core Competencies
• Experience within international financial services
• Strong attention to detail
• Motivated, hardworking, and target-driven mindset
• Confident with strong interpersonal skills
• Flexible and adaptable approach to work
Personal Attributes
• Strong work ethic
• Ability to work independently and within a team
• Self-sufficient and proactive approach to business development
Business Growth Objective
You will play a key role in building a substantial client portfolio, with a target of achieving £100M+ in funds under management (FUM) in an accelerated timeframe.
Tools & Support Available
• Seminars and client educational courses
• Golf and networking events
• Breakfast and coffee networking sessions with introducers
• Investment management roundtable events
• Inheritance tax and estate planning seminars
• Forced heirship and regional tax education events
• QNUPS and SIPP transfer training and support
• Holistic tax planning and offshore structuring solutions
• Integrated online and offline marketing strategies
What Sets This Opportunity Apart
This is not a typical advisory role. You will be part of a high-performing, elite team with access to a rare and highly effective client acquisition process, delivering closing rates in excess of 90%.
There is no reliance on cold calling, with structured lead generation systems and proven templates provided.
Additional Benefits
• Full work permit support
• Office infrastructure and hot-desking facilities
• Access to premium 5-star and 6-star event venues
• Dedicated event management and business development support
Minimum Requirements
• Minimum of two years’ experience within the financial services industry
Additional Information
Applicants should have at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g. CISI, CII, or equivalent).
This is a performance-driven, client-facing role focused on relationship building, business development, and long-term growth within a highly competitive international market.
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