Join a Leading Expatriate Wealth Management Firm in Asia
Our client is an established and highly respected provider of expatriate financial services and wealth management solutions across Asia, with offices in Malaysia, China, Cambodia, and Vietnam. Since their founding in 2004, they have built a strong reputation for delivering exceptional financial consulting services to both individual and corporate clients.
They offer a distinctive, personalised approach to financial planning, supported by extensive regional expertise and a strong network of global partners. Their solutions cater to private individuals, corporations, and non-governmental organisations, ensuring comprehensive and tailored financial strategies.
Understanding that their success is driven by the strength of their team, they are committed to attracting high-quality, motivated professionals to support their continued growth.
Opportunity in Phnom Penh, Cambodia
The company is seeking senior-level professionals to collaborate and contribute to the continued development of their established business in Phnom Penh. This is an opportunity to play a key role in expanding operations within a growing and dynamic market.
Key Responsibilities
• Provide strategic financial advice across a wide range of products and services
• Assess clients’ financial situations and develop tailored financial plans
• Guide clients toward secure and profitable financial decisions
• Stay informed on industry trends and conduct market research to support recommendations
• Monitor and adjust financial plans to ensure ongoing performance
• Ensure full compliance with industry regulations and standards
Candidate Requirements
Qualifications & Experience
• Strong spoken and written business English
• UK CISI or CII Level 4 qualification preferred, or willingness to work towards it
• Proven ability to analyse financial data and deliver informed, data-driven advice
Skills & Attributes
• Excellent communication, negotiation, and presentation skills
• High attention to detail with the ability to explain complex information clearly
• Strong organisational and analytical capabilities
• Proficiency in PC systems and database platforms
Compensation & Benefits
• Generous, performance-based commission structure
• Attractive sales incentives and opportunities to attend international conventions
• Supportive and professional working environment
Additional Information
Applicants should have a minimum of three (3) years’ client-facing experience in wealth management or life insurance advisory, along with recognised investment qualifications (e.g. CISI, CII, or equivalent).
This is a performance-driven, client-facing role focused on building long-term relationships, developing business, and achieving growth within a professional advisory environment.
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