Wealth Advisor -Team CD

· Pathum Wan, Bangkok
Employment Type Full-Time
Minimum Experience Mid-level

Objectives of this role / About the job
"Lead Management Executive Associate is focused mainly on outbound calls to all FINNOMENA potential investors (so called Lead) to make introduction and get customer's insight (profilling)
Lead Management Executive Associate r's role is to assist investors on three aspects
1) Responsible for making and complete call to all FINNOMENA potential investors (Leads) on daily basis
2) Responsible for following up and ensure all kind of leads ,including new/ recycle/return/by-pass leads are well handled based on required SLA
3) Responsible for monitoring end-to-end process of ""change advisor"" requests from documents verifying, getting approval and to customer verification call"

Must Have* at least IC license


  • To responsible for "change advisor" process from end-to-end and ensure there is no backlog requests on weekly basis
  • To assist and support on paper working, filling and loging all related documents and papers as to ensure all important files are properly handled
  • To assisit FINNOMENA Exclusive's team on day-to-day tasks and co-ordinate with other's team to complete assigned tasks
  • To support and actively report to senior and team lead as to ensure all pending & backlog tasks are well monitoring

    Preferred qualifications:
  • Bachelor's degree in any fields from Thai and overseas
  • Experience in Administrative role in banking or mutual fund business is a plus

    Skills & Experiences:
  • Hard working, prudence and get things doneม ability to complete assigned tasks and deliverable on time
  • Strong interpersonal, communication and social skills. Service-minded and empathy
  • Self-Motivation, High flexibility & adaptability. Able to maintain a good relationship with colleaques and 3rd parties

Thank You

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  • Location
    Pathum Wan, Bangkok
  • Employment Type
  • Minimum Experience