Wealth Management Advisor
iMoneyPartner
Posted
2 days ago
Bangkok, Bangkok City, Thailand
Remote
THB 60K
Mid Level
Contract
Sema Summary
As a Wealth Management Advisor at iMoneyPartner, you'll be responsible for providing financial advice to clients, helping them manage their investments, and strategizing their financial goals. This role requires mid-level experience in finance and a strong understanding of investment products. You will work in a hybrid environment in Bangkok, Thailand, and are expected to build strong relationships with clients. The role is contract-based with a competitive salary.
About Company
iMoneyPartner is a financial services company specializing in wealth management and investment advisory services.
Core Requirements
- Bachelor's degree in Finance or related field
- 3+ years of experience in wealth management
- Strong analytical skills
- Excellent communication skills
- Client relationship management experience
Responsibilities
- Provide personalized financial planning.
- Analyze clients' financial situations.
- Develop tailored investment strategies.
- Monitor and report on clients' portfolio performance.
- Build and maintain long-term client relationships.
- Stay updated on financial markets and trends.
- Collaborate with other financial professionals.
Must Have skills
Nice To Have Skills
Tools Knowledge Requried
Job Keywords
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