ATP WEALTH Management

• New Gen to be young financial advisor
• Good customer service skills—must be comfortable speaking with others
• Must be willing to learn with a can-do attitude

Job Description

• Present & Sale financial tools such as insurance products, stocks , Mutual Funds that received information from customers to develop strategies for meeting clients' financial goals.
• Manage strategic portfolio by analyzing, building, and maintaining relationship with preferred customers.
• Advising strategies for customers in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
• Contacting customers regularly to discover changes in their financial status.
• Building team and Manage member your team to success.
• Achieve individual assigned target.

Qualifications

• Bachelor’s degree in any related fields
• Age 23-35 yrs
• Positive Thinking
• Good customer service skills—must be comfortable speaking with others
• Good communication and ability to work cross functionally and teamwork
• Good analytical and leadership skills
• Proficient in Word, Excel, Outlook, and PowerPoint.
• Flexibility with work schedule according to needs (including nights, weekends and holidays)

Workplace Area: BTS Ari, Bangkok

Working Hour: 8:30-5:30 (Mon-Sat) **flexible time management**

About the company
Product & Service:  Financial tools such as Stocks, Bonds, Mutual Funds, Life Insurance, General Insurance

Company Overview

บริษัท ATP Wealth Management Co.,Ltd คือ บริษัทที่ปรึกษาทางการเงินเพื่อวางแผนการเงิน และให้คำปรึกษา แบ่งปันความรู้ จัดอบรม ความรู้พื้นฐานของเครื่องมือทางการเงินทุกประเภท ทั้งนี้ทางบริษัท ATP Wealth Management ได้ทำการ co-contact ร่วมกับบริษัท Allianz Ayudhya, Finnomena, และ SCBS  ซึ่งเป็นองค์กรที่แข็งแกร่งและมีวิสัยทัศน์ในระดับประเทศและระดับโลก