Wealth Planner Partner (Financial Planning Advisor)

Salary provided
Posted on 23 Feb 2021

Wealth Planner Partner (Financial Planning Advisor)


Job Highlights

  • Join a leading Wealth Planning firm in Thailand
  • Training provided to develop professional career
  • Commission-based, 5-day work week, Yearly bonus

Job Description


  • Communicate with clients as a preliminary contact
  • Interview and Gather both financial and non-financial data of clients and evaluate them with the team committee
  • Construct a wealth plan according to the information received especially the crucial concern of the clients for their best interest and benefits
  • Implement the plan, Monitor the outcome, and Report to the clients
  • Review and Propose the comprehensive plans in order to achieve the clients ultimate goals


  • Bachelor or Master’s degree in any field. Oversea graduation or experience is advantage
  • Age between 24-40 years old
  • Working experience more than 2 years in financial planning or wealth management.
  • Having Strong interpersonal communication and presentation skills
  • Having analytical skills and Can-do attitude
  • Possessing the Entrepreneurial mindset
  • Positive thinking and prompt to learn new things
  • Being service minded

Why join us?

  • Fantastic opportunity to work with a leading Wealth Planning company based in Bangkok, Thailand.
  • We provide a variety of career development opportunities as we have training to develop your professional career.
  • Balance life as we have 5-day work week and work from home policy.
  • Commission-based, yearly bonus and group insurance to reward your achievements.
  • Convenient work location, close to BTS line (Surasak station)

For more information on Amnardwealth, please visit or

A.I. Center 15th Fl., Room 1518 (Branch)
138 north Sathorn Rd., Silom, Bang Rak, Bangkok, Thailand 10500
Tel. 02-637-7555 Ext. 1518, 062-796-7770

Additional Information

Career Level
Entry Level
Years of Experience
2 years
Job Type
Full Time, Permanent

Company Overview

AmnardWealth is a leading Wealth Planning company based in Bangkok, Thailand.

Our professional Wealth Planners, who have more than 10 years' experience in the Wealth field,are working with the management personnel, doctors, dentists, business owners and others to help them achieve their Wealth objectives. We are looking for candidates who have a growth mindset, trustworthiness, and accountability in order to make a positive impact to people as part of our team

Additional Company Information

Benefits & Others
Five-day work week, Performance bonus, Work from home