Responsibilities: 

• 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

Qualifications:

• 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 https://amnardwealth.com/th/ or https://www.facebook.com/AmnardWealth/