Objectives of this role / About the job:
managing and strengthening relationships with Financial Advisors (FAs) and independent investment distributors. The role focuses on supporting FAs with business development, investment advisory resources, training, and sales enablement to drive AUM growth and ensure high-quality client outcomes.
Key Responsibilities
FA Relationship Management
- Recruit, onboard, and train new Independent Financial Advisors.
- Provide investment support and guidance to FAs, including participation in client meetings.
- Monitor FA performance and support operational processes to drive AUM growth.
Qualifications
- Bachelor’s or Master’s degree in a relevant field
- 3–5 years’ experience in financial advisory, or asset management.
- Strong communication, presentation, and relationship management skills.
- IC Complex 1 or IP License (or willingness to obtain within timeframe).
- Analytical, service-minded, and collaborative, with a coaching mindset.
Skills Required
- Bachelor's or Master's degree in a relevant field
- 3-5 years' experience in financial advisory or asset management
- Strong communication, presentation, and relationship management skills
- IC Complex 1 or IP License (or willingness to obtain)
- Analytical, service-minded, and collaborative, with a coaching mindset
What We Do
Finnomena is Thailand’s leading all-in-one digital wealth management platform for investors and financial advisors with over 100k investment accounts opened. "Ahead of the Game" Our management team has over 50 years of combined industry experience in global financial institutions like JP Morgan, Krungsri, Citi, CIMB Principal, UOB among others. We utilize our proprietary ML technology and a hybrid robo-advisory model to generate the above market returns and deliver an amazing tech-enabled user experience. We are the only fully integrated digital wealth management platform in the region that provides professionally generated investment content via our own investor’s knowledge hub (with over 30m in monthly views and >1.2m social media followers). We are different in our non-biased advisory approach by representing over 19 asset management companies and counting. Finnomena has achieved significant growth to date and is poised to scale rapidly; we recently raised a $10M Series B from reputed regional and local investors to further build and expand our business. Come join the fastest growing FinTech in Thailand! For more information please visit us at https://www.finnomena.com. Finnomena in News: https://www.techinasia.com/finnomena-bags-10m https://www.businesstimes.com.sg/asean-business/wealth-management-platform-finnomena-franklin-templeton-to-bring-investment-solutions
