Objectives of this role / About the job
- Achieve and exceed revenue targets and assets under advisement (AUA).
- Grow recurring income through fee-based advisory relationships.
- Continuously improve expertise through professional development and certifications.
- Leverage financial tools and technology to improve efficiency and client experience.
Responsibilities: - Actively study the mutual fund universe available to the client to identify and recommend optimal solutions that support client goals and portfolio outcomes.
- Deliver suitable investment solutions aligned with client risk profiles, time horizons, and regulatory guidelines.
- Monitor portfolio performance and recommend rebalancing to manage volatility and protect capital.
- Translate complex investment concepts into clear, practical guidance for clients.
Skills and experiences:
- Outstanding personal and professional relationship within the affluent segment
- Excellent client- and service -orientation as well as outstanding communication skills
- Strong financial product knowledge and technical competence in the understanding, development, and delivery of holistic wealth planning solutions
- Excellent presentation and interpersonal skills
- Problem-solving attitude
- Proven track record in client acquisition and management of wealth for clients is essential
- Drive and motivation to work in a target oriented and high-performance culture
- Committed and dedicated to maintaining the highest standards with respect to our risk and control culture and to meet company's policies and obligations
Preferred Qualifications:
- Bachelor’s or Master's degree in Finance, Accounting, Economics, or related field
- License: IC Complex 2 License is required
- At least 7 years of experience in wealth management is a must
- Proficiency in English is preferable
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
