FINNOMENA is Thailand’s leading all-in-one digital wealth management platform for investors and financial advisors with over 100k investment accounts opened.
Our goal is to “Unlock Your Investment Potential”.
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 utilizes 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
The FA Relationship Manager is responsible for recruiting and onboarding Independent Financial Advisors, providing training and support, and driving growth in assets under management.
Responsibilities
• Recruit and on board new Independent Financial Advisor (FA) to FINNOMENA both individual person and corporate
• Set up training classes both before and after FA on board with FINNOMENA
• Works closely with FA to provide investment support and guidance and participate in meetings with FA clients.
• To track FA performance and drive growth of AUM to the company achievement (co-working with FA Development Team)
• Support operation workflow i.e. sell and buy transaction, bill payment
• To monitor & support Portfolio Recommendation Action (PRA) Service
Requirements
• Bachelor’s degree in Marketing, Finance, Human, or related fields.
• Coaching mindset
• Highly responsibility & service mind
• Highly in creativity and think out of the box
• Experienced in financial industry at least 3 years with financial firm (especially Insurance or Asset Management will be a plus) or have investment background.
• Presentation skill and able to coach team.
• Professional in excel and google spread sheet
• Data driven ability would be consideration.
Benefits
Huneety A.I Salary Estimate
58,000 - 89,000 THB per month
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