What is an international financial planner? What does an international financial planner do? What do you need to become a leading international financial planner? Navigos Search will provide you with answers to these questions in the following article. Keep reading!
1. The definition of an international financial planner
An international financial planner is a person who takes responsibility for consulting, managing, and solving problems related to the financial field in enterprises. Those who undertake this position also assist in handling customers' insurance issues, helping them have accurate investment orientations in the future.
A financial planner is a person who advises, manages finance and solves financial problems
2. Responsibilities of an international financial planner
An international financial planner has the following responsibilities:
- Take care of existing clients of the business, expand relationships, and find new clients.
- Receive and support financial-related issues.
- Help clients see their financial capabilities and needs to offer them the best financial solutions.
- List possible risks and provide clients with a solution orientation to post-investment risks.
- Answer all questions from clients and handle financial problems and investment risks that clients encounter.
- Participate in classes and training programs on financial planning organized by enterprises to improve qualifications.
- The workload of a financial planner is relatively heavy with lots of pressure. Therefore, you must have good professional skills and hone many other skills.
Responsibilities of an international financial planner
3. The secret to becoming a leading international financial planner
Improve foreign language skills
Financial planner recruiters have relatively strict requirements for degrees. International financial planners must have certifications of their ability to work and study finance-related majors. Currently, many businesses also require those undertaking this position to have certificates of CFP, CHFC, CFA, etc.
Working in the 4.0 era, you must have access to high technology. To catch up with information timely, being proficient in Microsoft Office, possessing basic foreign language skills, and knowing how to use the necessary applications is the foundation for you to improve your professional capacity to do the best job.
Hone the necessary skills
Communications
The work environment always changes from the working object to space and time. Financial planners will meet clients on a regular basis. Therefore, you must constantly hone your communication skills to find, build and expand relationships with many types of clients.
Presentation skills
To become a leading financial planner, excellent presentation skills are a must. Clients tend to spend money when they are sure of the results achieved. Therefore, it's hard to convince them to invest and follow your financial plan, especially when you give financial advice in the millions and billions.
Thus, you must have solid professional knowledge and presentation and persuasion skills to make the other party trust and cooperate with you. It's not easy to improve your presentation skills as it is a long process with many efforts.
Good communication and presentation skills
Predictability and ability to catch up with trends
The financial market is always effervescent with many unexpected fluctuations, so financial planners must have their ears to the ground. To make clients trust and follow the outlined strategy, international financial planners must have a strategic vision, know how to collect information, and quickly grasp financial changes to predict domestic and foreign trends and offer the most optimal solution to clients.
Dedication to clients
To become an excellent financial planner, you must be devoted to your work and your clients. Any client wants to use the best service that is worth the money they spend. Whether your clients are easy-going or choosy, you must be thoughtful and dedicated to answering their questions to make them trust you.
Passion for the profession
Passion for financial work is the factor that helps you have a long attachment to the job. You may face many difficulties during the first period. Thus, you must have the passion to pursue a long-term career and achieve success.
Enthusiasm and passion for the profession are crucial factors
4. Job opportunities for international financial planners
The rapid economic development has led to the appearance of many financial companies. Most of these companies long for a highly qualified workforce. Thus, you will easily find a job as a financial planner.
You should apply for this position as it offers an attractive salary of over 15-25 million VND/month and clear promotion opportunities. With an open economy and integration process that have many chances to work with foreigners like today, financial planning is one of the hot jobs in the market.
5. Apply for an international financial planner position quickly at Navigos Search
Don't hesitate to send us your CV to get a job with a high income and clear promotion. Middle and high-level job positions are updated constantly on the Navigossearch.com website.
Established in 2002, Navigos Search is a part of Navigos Search Group- a recruitment website with the largest traffic in Vietnam - VietnamWorks. With a huge data volume of 375,000+ senior candidates, 85,000+ senior management candidates (Senior Manager, C-level), and more than 5,000,000+ accounts from VietnamWorks data, our headhunters have supported clients in any field.
Besides, thanks to the experienced team of consultants who are deeply knowledgeable in any industry and the strict working process to ensure the best quality information, we have reached new heights in customer service quality, leading in the field of recruiting middle and senior-level personnel in Vietnam.
Navigos Search - Vietnam's leading middle and high-level talent hunting company
With more than 20 years of experience in recruitment, we are proud to bring millions of the best job opportunities to employees and support hundreds of thousands of businesses in getting the best quality workforce.
Whether you are looking for a job or want to be informed about positions that match your skills, experience, and ambitions, quickly send us your CV to be immediately contacted if there are any suitable vacancies. If your business is in need of recruiting any mid-level and high-level personnel positions; or you are ambitious to find jobs that matches your capacity and experience, please contact Navigos Search with the information below:
- HCM Headquarters: 20th Floor, e.town Central Building, 11 Doan Van Bo, Ward 13, District 4
- Hanoi Headquarters: V. Building - 125 Ba Trieu street, Hai Ba Trung District
- Hotline: 1800 585 826
- Email: contact@navigossearch.com
- Website: navigossearch.com
- Fanpage: facebook.com/NavigosSearchVietnam
Navigos Search - Vietnam's leading
middle and high-level talent hunting company