Investment Advisor - FINNOMENA EXCLUSIVE

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

Objectives of this role / About the job
"FINNOMENA Exclusive is mainly responsible for FINNOMENA Executive Segment so called FINNOMENA X (invested >500,000), to support thier all daily investment activities.
FINNOMENA Exclusive's role is to focus on giving investment recommendation as to assist FINNOMENA X investors in three aspects
1) Responsible for supportting in-bound and on-line queries as to assist them on making investment decision & trasaction on daily basis
2) Responsible for making outbound calls as to give investment recommendation and conversion in various campaign activities (Upsell/Crosssell/Tactical call)
3) Responsible for promoting low-segment investor to become FINNOMENA X investor "

Must Have* at least IC license (Complex 2)

Responsibilities:

  • To support mainly online investors as to make investment decision and service them to complete investment transactions
  • To assist and recommend investors as to be able to make investment decision & conversion in either asset allocation portforlio or specific fund
  • To assist and execute investor's phone investment orders also Portforlio Rebalancing Adjustment (PRA) orders
  • To execute & complete campaign's customer list on variety of sales activities such as Tactitcal call/ Crossell/Upsell

    Preferred qualifications:
  • Bachelor's or Master’s degree in MBA, Finance, Economics and Accounting from Thai and overseas
  • Broad and in-depth Knowledge of investment products specifically Mutual funds and market outlook

    Skills & Experiences:
  • High accountability,integrity and "get things done" attitude, ability to complete assigned tasks and deliverable on time
  • Strong interpersonal, communication and social skills. Service-minded and empathy
  • Opened & Cool-headed personality with positive attitude and growth mindset
  • Self-Motivation, High flexibility & adaptability. Able to maintain a good relationship with colleaques and 3rd parties
  • Experience in related investment advisor is a plus

Thank You

Your application was submitted successfully.

  • Location
    Pathum Wan, Bangkok
  • Department
    IA Development
  • Employment Type
    Full-Time
  • Minimum Experience
    Mid-level