Private Wealth Adviser – Asia, Ho Chi Minh #010
Job Description:
Private Wealth Adviser – Asia, Ho Chi Minh #010
Location: Ho Chi Minh (Vietnam) or Remote Across Asia
Salary: Competitive remuneration package with exceptional uncapped earning potential.
Build Your International Wealth Management Career
Our client is an established international wealth management organisation seeking experienced Private Wealth Advisersto join its expanding advisory team across Asia.
This is an outstanding opportunity for ambitious advisers looking to build or expand an international client portfolio while working within one of the world's fastest-growing wealth management markets.
Whether you are based in Singapore, Hong Kong, Malaysia, Thailand, Vietnam, Cambodia or China, or are seeking a flexible remote opportunity within Asia, our client offers the infrastructure, support and platform needed to build a highly successful advisory career.
This opportunity is particularly suited to advisers who already have an established client following and are looking to grow their assets under management within a supportive, internationally recognised organisation.
Unlike many advisory roles, advisers retain ownership of their client relationships while benefiting from dedicated compliance, paraplanning, operational and marketing support, allowing them to focus on what they do best—delivering exceptional financial advice and building long-term client relationships.
The Opportunity
As a Private Wealth Adviser, you will be responsible for developing and managing your own portfolio of clients while delivering holistic financial planning tailored to each client's financial objectives.
Working remotely or from one of the client's offices across Asia, you will enjoy the flexibility to build your business while being supported by an experienced international team committed to adviser success.
You will primarily advise expatriates, internationally mobile professionals, business owners, executives and high-net-worth individuals, providing bespoke financial planning solutions that help clients build, protect and preserve their wealth across multiple jurisdictions.
Success in this role will be measured through client acquisition, relationship management, recurring revenue, assets under management and the delivery of exceptional client outcomes.
Key Responsibilities
- Build and maintain long-term relationships with new and existing clients.
- Deliver holistic financial planning across investments, retirement planning, pensions, wealth preservation, insurance, estate planning and succession planning.
- Develop and manage your own portfolio of affluent and high-net-worth clients.
- Conduct regular client reviews and ensure financial strategies remain aligned with changing client objectives.
- Generate new business through referrals, networking and professional relationship development.
- Maintain the highest standards of professionalism, ethics and regulatory compliance.
- Work collaboratively with internal specialists, investment professionals and operational support teams to deliver outstanding client outcomes.
- Contribute to the continued growth and success of the business across Asia.
Ideal Candidate
Our client is seeking experienced Private Wealth Advisers who are passionate about delivering exceptional financial advice while building long-term client relationships.
The successful candidate will demonstrate:
- A proven track record as a Private Wealth Adviser, Wealth Manager or Financial Planner.
- Experience advising expatriates, internationally mobile clients, affluent and high-net-worth individuals.
- The ability to transition an existing, transferable client bank and assets under management (AUM), subject to regulatory and contractual obligations.
- A demonstrable history of building recurring revenue through trusted client relationships.
- Strong business development, networking and relationship management capabilities.
- Excellent communication, presentation and interpersonal skills.
- A highly professional, ethical and client-focused approach.
- An entrepreneurial mindset with the ambition to continue growing a successful international advisory business.
Candidates with an established professional network, portable recurring revenue and transferable assets under management will be particularly well suited to this opportunity.
Qualifications & Regulatory Requirements
The successful candidate must:
- Be fully qualified to provide regulated financial advice within their jurisdiction.
- Hold recognised financial planning, wealth management or investment advisory qualifications appropriate to the country in which they are advising.
- Meet all applicable licensing and regulatory requirements within their jurisdiction.
- Demonstrate a strong understanding of international wealth management, investment solutions and cross-border financial planning.
- Maintain the highest standards of professional ethics, compliance and client care.
Professional qualifications such as the Level 4 Diploma (or equivalent), CFP®, Chartered Financial Planner, CFA, CISI, or other internationally recognised financial planning qualifications will be highly regarded.
Candidates already authorised or eligible to advise within key Asian financial centres—including Singapore (MAS), Hong Kong (SFC/HKIA), Malaysia (SC Malaysia/BNM), Thailand (SEC Thailand) or other recognised jurisdictions—will be viewed favourably.
Support & Infrastructure
Successful advisers will benefit from a comprehensive support structure designed to maximise productivity and client outcomes, including:
- Dedicated compliance and regulatory support.
- Experienced paraplanning and administration teams.
- Modern adviser technology and CRM systems.
- Investment research and technical support.
- Marketing and business development resources.
- Client servicing and operational support.
- Ongoing professional development and training.
- Access to an experienced international leadership team.
What's on Offer
- Competitive remuneration package.
- Exceptional uncapped earning potential.
- Flexible remote working across Asia.
- The opportunity to transition and further develop your existing client bank.
- Comprehensive compliance, paraplanning and administrative support.
- Modern technology and adviser infrastructure.
- Marketing and business development assistance.
- Ongoing professional development and career progression.
- A collaborative international culture focused on adviser success.
- Long-term opportunities to build enterprise value within your advisory business.
Why Apply?
This is an exceptional opportunity to join a respected international wealth management organisation that empowers advisers to build successful, sustainable businesses while focusing on delivering outstanding client outcomes.
Our client is committed to investing in its advisers by providing the infrastructure, flexibility and support needed to build a rewarding long-term career. Advisers benefit from the freedom to focus on developing lasting client relationships while leveraging a first-class operational platform that enables them to scale efficiently and professionally.
If you are an experienced Private Wealth Adviser with a transferable client bank, established assets under management and the ambition to continue building your career across Asia, we would welcome a confidential discussion.
Please note: This is a confidential appointment. Full details of the organisation, remuneration package and long-term career opportunities will be shared with shortlisted applicants during the recruitment process.