Wealth Associate

Key Responsibilities

• Consult the prospective investors and clients of investment strategies, policies, and fees
• Guide clients through online private-fund account opening and other services as requested by clients
• Provide efficient and excellent customer service support via online channels and calls
• Follow up on customer requests and issues or escalate to supervisors when needed according to departmental processes
• Provide support by investigating and resolving customer issues
• Responsible for existing customers relationships, retention, and up-selling.
• Find innovative ways to improve existing processes and customer experience continuously
• Be the voice of the customer by noticing and highlighting action items needed to improve the customer experience and delight our clients
• Participate in marketing activities such as Live events, trade shows, seminars, money expo, etc.
• Other responsibilities as assigned by the supervisor.

Required Qualifications/Experience

• Bachelor’s degree or higher in finance, economics, business, or related fields
• Several years of client-facing experience within the private wealth industry or have 1+ years of relevant customer-facing experience
• Knowledge of investment products with a certified IC License (Single License) and Certified Financial Planner (CFP) preferred
• Highly analytical, flexible, patient, and willing to learn with pleasant personality and good communication skills; able to explain complicated concepts to clients as well as team members
• Ability to multitask with attention to detail and to organize and manage multiple projects simultaneously
• Good command of both reading and writing in Thai and English
• Good client-centric mindset, responsive, accountable, creative and enthusiastic
• Ability to work independently and collaboratively, and efficiently to meet deadlines in a fast-paced, high-performance environment and able to partner with multiple stakeholders, including other teams and senior executives
• Prior experience working in FinTech or within financial institutions is desired

Extra Points

• Passion for and interest in stock investment, passive investment, and wealth management
• Ability to work in a technology-focused or startup environment

Benefits and Perks

• Free lunch and snacks
• Health insurance
• Annual medical checkup and vaccinations
• Work-from-anywhere option
• Fitness membership / Massage / Wellness classes
• Training and conference sponsorship
• Unlimited vacation days
• Bonus based on company performance
• MacBook provided