Wealth Manager, South Korea

The role

You will provide unbiased, holistic financial guidance to employees in South Korea using the LearnLux digital experience. You will focus on high-net-worth clients navigating complex wealth and various income levels.

What you will do

• Meet and engage with clients remotely over video, chat, and email
• Advise high net worth clients on concentrated stock positions, cross-border tax exposure, and wealth transfer planning
• Advise on and adapt the LearnLux methodology to financial planning topics relevant in South Korea
• Participate in regular team meetings to improve the LearnLux digital experience
• Become an expert on client benefit plans
• Work with the content team to create outlines, review lessons, and approve content
• Lead engagement campaigns like digital webinars and occasional on-site events

Required qualifications

• An active financial planning/advisory designation
• Fluent in English and Korean, written and spoken
• Demonstrated experience advising high net worth, including on concentrated equity positions and complex financial situations
• Ability to perform several tasks concurrently, to prioritize work, and to take direction from multiple team members
• Experience in multiple areas of personal finance: Retirement, equity compensation, investments, budgeting, debt management, cash flow planning, estate planning, insurance and more

Nice to have

• Prior experience serving high net worth at a private bank, family office, or wealth management firm
• Startup and/or Fintech experience
• Experience creating presentations and presenting to large audiences

About the company

LearnLux is a global provider of workplace financial wellbeing that blends fiduciary digital planning with one-on-one guidance. It is a venture-backed, growth-focused business.