Financial Advisor – Thailand

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UK Financial Advisors: This international opportunity is specifically designed for UK-qualified financial advisors (DipPFS, CISI Level 4, CFP) looking to relocate and build a global client base.

Our client, a leading independent financial advisory and wealth management firm in Asia, is expanding into Bangkok and seeking an experienced IFA / Wealth Manager to drive growth by acquiring new clients and providing tailored financial solutions. Your primary objective will be to identify client needs and bring in new business through proactive sales and marketing, focusing on networking events, chambers of commerce, business associations, and other public and private events. 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.
Benefits
  • Work for a prestigious and rapidly growing firm in Asia.
  • High rate of initial sales commission.
  • Share of all trails and management fees.
  • All networking and basic business expenses covered.
  • Qualified meetings provided by sales coordinators.
  • Full back-office and sales support, including CRM, cash flow analysis, risk profiling, suitability reports, and client valuations.

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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