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Wealth Manager

🔥 1 hour ago

🇰🇷 South Korea – Remote

⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

👔 Manager

🗣️🇰🇷 Korean Required

Where this job comes from

Posted on LearnLux Financial Wellbeing's careers page, not through a job board

First seen by Remote Rocketship 1 hour ago

Still open on LearnLux Financial Wellbeing's site. Checked 1 hour ago.

Logo of LearnLux Financial Wellbeing

LearnLux Financial Wellbeing

51 - 200 employees

💸 Finance

👥 HR Tech

📚 Education

Finance • HR Tech • Education

LearnLux Financial Wellbeing is a company that provides a comprehensive financial wellbeing platform designed for the workforce. It offers personalized financial planning services powered by Certified Financial Planner® professionals, aimed at helping employees create and manage their financial plans. The platform emphasizes unbiased, fiduciary guidance, providing tools for financial education, retirement planning, debt management, and more, all tailored to individual employee needs. LearnLux aims to help employees across various industries and income levels achieve financial security through customized benefits portals, interactive digital content, and one-on-one planning sessions. It is committed to enhancing employee financial wellness at every stage of life in a holistic and accessible manner.

📋 Description

• Meet and engage with clients remotely over video, chat, and email to provide financial guidance • Advise high net worth clients on concentrated stock positions, cross-border tax exposure, and wealth transfer planning • Adapt the LearnLux methodology to financial planning topics relevant in South Korea • Participate in regular team meetings and contribute subject matter expertise to improve the LearnLux digital experience • Become an expert on client benefit plans and support benefits enrollment • Collaborate with the content team to create outlines, review lessons, and approve content for the LearnLux digital platform • Lead employer-partner engagement campaigns, including digital webinars and occasional on-site events

🎯 Requirements

• Active financial planning/advisory designation • Fluent in English and Korean, written and spoken • Demonstrated experience advising high net worth clients, including on concentrated equity positions and complex financial situations • Passion for educating individuals to take control and invest in their financial future • Ability to perform several tasks concurrently, prioritize work, and take direction from multiple team members • Experience in multiple areas of personal finance, including retirement, equity compensation, investments, budgeting, debt management, cash flow planning, estate planning, and insurance • Prior experience serving high net worth clients at a private bank, family office, or wealth management firm (nice to have) • Startup and/or Fintech experience (nice to have) • Experience creating presentations and presenting to large audiences (nice to have)

🏖️ Benefits

• Fully remote work arrangement • Occasional on-site events • Inclusive workplace and diversity-focused environment

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