Location
Location: Bangkok, Thailand. 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 looking for a client-focused Financial Advisor Thailand to join their partner firm in Bangkok, Thailand. This role focuses on delivering tailored financial solutions to an international clientele, with an emphasis on cross-border planning, investment management, and wealth preservation. Bangkok represents a vibrant market for financial services professionals.
Duties & Responsibilities
• Actively network at events, social gatherings, charity functions, sports, and other business opportunities.
• Conduct full assessments and suitability reports to provide appropriate financial solutions.
• Achieve and exceed sales targets.
• Take full ownership of sales leads from first contact through to closure.
• Maintain and update client databases accurately.
• Manage and service client accounts efficiently.
• Comply with all company policies and procedures.
Requirements
• Minimum 2 years proven experience as a Financial Adviser or relevant offshore experience.
• Proven track record of successful financial guidance.
• Experience managing a book of business preferred.
• Strong sales record and established client base.
• Excellent communication, negotiation, and presentation skills.
• Highly organized with great attention to detail.
• Strong PC and database management skills.
• Professional appearance and demeanor.
What’s on Offer
• Rewarding commission-based package with no cap on earnings
• Continuous training, support, and professional development programmes
• Relocation package and visa sponsorship for qualifying candidates
• Build a global client portfolio with international exposure
• Complete back-office and compliance support
• Excellent career progression opportunities in an expanding firm
About Bangkok, Thailand
Bangkok has become a destination of choice for financial professionals, offering a high quality of life, modern infrastructure, and a supportive tax environment. The expatriate community continues to grow, providing strong networking and business development opportunities.
Apply for This Position
If you are a qualified financial professional seeking a new opportunity in Bangkok, Thailand, the client encourages you to apply. Please send your CV and a cover letter detailing your relevant experience.
Note: Applicants should have at least three (3) years of client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g., CISI, CII). This is a performance-driven, client-facing role focused on relationship development and growth.
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