Freelance Management

2 weeks ago

Sathon, Bangkok, Thailand Asia Plus Group Holdings Public Company Limited Full time

Job Description :

  • Summarize and provide comprehensive information on investment products and services, including fixed income, mutual funds, and structured notes, for Independent Financial Advisors (IFAs)
  • Provide strategic support to IFA in achieving sales targets for investment products and services
  • Drive the acquisition of new IFA through both online and offline channels to expand revenue streams
  • Establish and maintain strong, professional relationships with IFA and clients
  • Oversee compliance and ensure IFA adheres to all regulatory requirements

Qualification :

  • Bachelor's Degree or Master's Degree in related field
  • IC Complex1 License holder is a MUST
  • Possess Investment Planner License (IP License) is a plus
  • Minimum 3 years of experience in Wealth Management, Freelance Management, Financial Advisor, Fixed-Income Sales
  • Pleasant personality with good communication skills
  • Good governance, Responsive, Accountability, Creativity, Enthusiasm

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