Senior Associates Recruitment

Recruitment

We are looking for associates to provide private wealth management and financial planning services to individual, family & corporate clients based in Vietnam, Myanmar, Malaysia, Thailand & Cambodia.

Technical competence as it relates to securities markets and the global macroeconomic environment are highly valued, along with a strong grounding when it comes to ethical and professional standards.

Senior Associates Recruitment

Benefits

  • 1. Defined path to equity partnership.
  • 2. Flexible hours. Work remotely if need be.
  • 3. Personal support staff.
  • 4. Model portfolios run in-house for multiple risk profiles & platforms, simplifying portfolio construction process.
  • 5. Earn up to 80% of gross client fees.

Education

  • Bachelor’s degree in economics, finance, accounting, law or
    related subjects.

  • CFP or CFA qualifications preferable but not necessary.

Experience

  • 1 -2 years managing personal book of clients.
Senior Associates recruitment

Competencies

  • 1. Dynamic personality with solid ability to interact with many people at various levels.
  • 2. Strong understanding of financial planning and client relationship management process.
  • 3. Strong knowledge of mutual funds, ETFs as well as various trust and pension structures.
  • 4. Eager to keep up-to- date with changes in macroeconomic environment and report relevant information to clients in a simple, concise manner.
  • 5. Ability to balance independent work as well as function within a team, when necessary.
  • 6. Energetic. Strong entrepreneurial spirit.
  • 7. Incredibly strong ethical foundation.

Apply now

Send your CV to clientservices@tpim.co, we are looking forward to be hearing from you.

If you have any questions about the application, please feel free to contact us