Senior Investment Advisor / Investment Advisor

finnomena co., ltd. (Pathum Wan)

Pathumwan

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

Senior Investment advisors choose, manage and recommend investments for their clients, offering services like retirement planning and ensuring compliance with regulations.

Responsibilities

• Collaborate in acquiring and leading client relationships, providing advice on a broad range of FINNOMENA investment portfolios/ products and services tailored to the sophisticated needs of affluent/ HNW clients.
• Advise on leading investment product portfolios, tailored solutions and services supported by a holistic advisory approach for our clients.
• Deliver superior service to our clients and seek opportunities to deliver cross-selling future investment opportunities.
• Be knowledgeable and product expertise in developing solutions for clients in the creation, management and transfer of their wealth, you will work towards specific individual, team, as well as revenue targets.

Requirements

• 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.
• 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.