Investment Advisor / Senior Investment Advisor
finnomena· Investment Advisory
About this role
Objectives of this role / About the job
- Achieve and exceed revenue targets and assets under advisement (AUA).
- Grow recurring income through fee-based advisory relationships.
- Continuously improve expertise through professional development and certifications.
- Leverage financial tools and technology to improve efficiency and client experience.
Responsibilities: - Actively study the mutual fund universe available to the client to identify and recommend optimal solutions that support client goals and portfolio outcomes.
- Deliver suitable investment solutions aligned with client risk profiles, time horizons, and regulatory guidelines.
- Monitor portfolio performance and recommend rebalancing to manage volatility and protect capital.
- Translate complex investment concepts into clear, practical guidance for clients.
Skills and experiences:
- Outstanding personal and professional relationship within the affluent segment
- Excellent client- and service -orientation as well as outstanding communication skills
- Strong financial product knowledge and technical competence in the understanding, development, and delivery of holistic wealth planning solutions
- Excellent presentation and interpersonal skills
- Problem-solving attitude
- Proven track record in client acquisition and management of wealth for clients is essential
- Drive and motivation to work in a target oriented and high-performance culture
- Committed and dedicated to maintaining the highest standards with respect to our risk and control culture and to meet company's policies and obligations
Preferred Qualifications:
- Bachelor’s or Master's degree in Finance, Accounting, Economics, or related field
- License: IC Complex 2 License is required
- At least 7 years of experience in wealth management is a must
- Proficiency in English is preferable
Frequently Asked Questions
Is the salary disclosed for the Investment Advisor / Senior Investment Advisor position at finnomena?
The salary for this Investment Advisor / Senior Investment Advisor role at finnomena is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Investment Advisor / Senior Investment Advisor position at finnomena located?
This Investment Advisor / Senior Investment Advisor role at finnomena is based in Hybrid, Pathum Wan, Bangkok, Thailand. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Investment Advisor / Senior Investment Advisor role at finnomena full-time or part-time?
This is listed as a Full Time position. It is posted as a Investment Advisor / Senior Investment Advisor role in the Investment Advisory department at finnomena.
Which team or department does the Investment Advisor / Senior Investment Advisor at finnomena belong to?
This Investment Advisor / Senior Investment Advisor position is part of the Investment Advisory department at finnomena. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Investment Advisor / Senior Investment Advisor position at finnomena?
Click the "Apply Now" button on this page. You will be redirected to finnomena's official application portal hosted on bamboohr where you can submit your application directly.
When was the Investment Advisor / Senior Investment Advisor job at finnomena posted?
This Investment Advisor / Senior Investment Advisor position at finnomena was posted on Feb 22, 2024. Apply as soon as possible — early applications are often reviewed first.
Investment Advisor / Senior Investment Advisor
finnomena
You'll be redirected to finnomena's official application page on bamboohr.