Client Engagement Executive

Join StashAway Thailand as a Client Engagement Executive, a role focused on delivering exceptional client experiences while helping clients achieve their financial goals. In this position, you will build and maintain strong relationships with clients across various segments through proactive engagement and personalised investment advice.

You will handle inquiries about StashAway’s product offerings and provide financial advice tailored to clients' needs across multiple channels, including LINE, phone, email, and face-to-face interactions. By aligning our services with clients' financial objectives, you will identify growth opportunities that contribute to both client success and StashAway’s AUM growth.

In addition to client advisory responsibilities, you will collaborate with the commercial team on projects focused on driving AUM growth. This includes analysing client behaviour data, creating presentations, and supporting key initiatives that enhance engagement, retention, and operational efficiency, with the goal of increasing AUM.

Key Responsibilities

Client Advisory and Support:

• Serve as the first point of contact for clients across platforms—including LINE, phone, email, and social media—managing investment and product-related inquiries with prompt, accurate responses to ensure a positive client experience.
• Provide financial guidance through fact-finding to understand clients' financial goals and needs.
• Build and maintain long-lasting customer relationships by delivering exceptional service and personalised support.
• Support the advisory team in acquiring new clients by leveraging opportunities from customer events, financial reviews, and proactive outreach to potential clients.
• Act as the voice of the customer within the organization, delivering insights to improve products, services, and overall customer experience.

Commercial Team Support:

• Assist the commercial team with data analysis and the development of presentations on client behavior and market trends to inform strategies that enhance engagement, retention, and identify growth opportunities to meet or exceed quarterly AUM targets.
• Provide project management and administrative support to ensure the smooth execution of projects and business-as-usual operations, including managing stakeholders for events, coordinating with suppliers, and overseeing billing and payment processes.

• A degree in Finance, Economics, Business, or related fields is preferred.

• 1 to 3 years of experience with strong financial acumen, actively staying updated on economic and financial news, and demonstrating a keen interest in personal finance and Investing.
• Experience in client-facing roles is advantageous.
• Good presentation skills are a plus.
• Proficiency in both Thai and English is preferred—particularly the ability to clearly explain complex financial concepts in Thai for effective client communication and collaboration with English-speaking colleagues.
• Must be willing to acquire a Single License within six months of employment.
• Strong problem-solving skills, attention to detail, adaptability, and a positive, client-focused attitude are essential.
• Strong commitment to continuous learning and professional growth

Employee financial and physical well-being

• Compensation package: You will receive a competitive total compensation package that includes employee stock options.
• Comprehensive insurance coverage: OPD, IPD, and dental (conditions apply)
• Management fee discount: You will receive an employee discount on your asset management fees when you invest with StashAway.

Flexible work arrangements and policies

• Unlimited paid annual leave: It should be simple for you to decide if you would like to take more or fewer days off. We trust that you are accountable for your work and know best if you need 10 or 30 days of paid annual leave that year.
• Personal work equipment budget: It’s important that you have a workstation that’s optimal for you wherever you are.

Learning and development opportunities

• You will be given an annual Learning and Development budget to help you continuously learn in your pursuit of your professional and personal development. You may use the budget for resources and tools that may help you perform better at work.

Annual off-site

• Each off-site gathers all employees for a full day of company-wide team bonding activities and challenges.