• Master or Bachelor degree in Accounting, Finance
• 5-10 years experience of wealth / financial advisory
• License required : CFP, IC complex, Life Insurance

Role&responsibilities

• Providing needs analysis for clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan
• Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
• Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan for opportunities in upsell/cross sell and business retention

Qualifications

• Master's or Bachelor's degree in Accounting, Finance, MBA, Economics or related fields
• At least 5-10 years' experience of wealth / financial / Investment products advisory
• License required : CFP, IC complex, Life Insurance and Non-Life Insurance
• Skill in Financial Planning, Advisory and Presentation Skill, Sale Strategy is required
• Pleasant personality with good communication skills

Location: Bualuang Exclusive (Bangkok)