Wealth Manager

LearnLux Financial Wellbeing

. Meet and engage with clients remotely over video, chat, and email to provide financial guidance .

Posted 10/31/2026contractRemote • South KoreaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning and advisory services, particularly for high net worth clients, with a strong focus on concentrated stock positions and cross-border tax exposure. Proficient in bilingual communication in English and Korean, with a passion for educating clients on personal finance topics.

Highest-signal resume keywords

Active Financial Planning/Advisory DesignationExperience Advising High Net Worth ClientsFluent in English and KoreanKnowledge of Personal Finance AreasStartup and/or Fintech Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningWealth Transfer PlanningEstate PlanningInvestment ManagementBudgetingDebt ManagementCash Flow PlanningEquity CompensationConcentrated Stock Position AnalysisClient Benefit Plans

Soft Skills

Client EngagementEducational PassionMultitaskingPrioritizationCollaboration

Tools & Technologies

LearnLux Digital PlatformDigital Webinars

Certifications & Qualifications

Financial Planning/Advisory Designation

Industry Keywords

High Net Worth ClientsPrivate BankingWealth ManagementFamily OfficeFintech

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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