Investment Specialist

finnomena co., ltd. (Bangkok)

Bangkok, Thailand

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

About this position

This role plays a crucial part in delivering up-to-date investment information, providing sound investment advice, and supporting sales activities for investment advisors, clients, and prospects.

Responsibilities

• Communication (approx. 60%)
• Provide timely investment updates, opportunities, and solutions to prospects, clients, and relationship managers through clear and effective written and verbal communication.
• Provide client-facing support as an investment consultant, collaborating with relationship managers to assist clients with products and investment-related inquiries.
• Propose and construct investment solutions for clients together with relationship managers including making presentation slides and other written materials.

• Investments (approx. 30%)
• Demonstrate advanced knowledge of investment product line-up and possess an in-depth understanding of asset management principles, financial markets, portfolio construction, and portfolio performance analysis.
• Conduct due diligence on investment products and maintain awareness of fund houses, contributing to the fund selection process.
• Participate in Investment Team discussions regarding investment ideas and opportunities.

• Others (approx. 10%)
• Maintain and update portfolio model data as well as regular relevant reports.
• Collaborate with other teams on business and product development initiatives.
• Fulfill any related duties as assigned.

Requirements

• Bachelor's or Master's degree in MBA, Finance, Economics, or Accounting.
• Approx. 2-5 years of experience in wealth management, investment consulting, and/or client-facing advisory positions.

• Excellent written and oral communication skills, including strong presentation abilities.
• Strong knowledge of investment products and market outlook.
• Intermediate proficiency in English, encompassing reading and listening skills.
• Highly-motivated, collaborative, adaptable, and team-oriented.
• Proficiency in Bloomberg Terminal and Morningstar Direct is a plus.