Investment Advisor / Senior Investment Advisor
FINNOMENABangkok, Thailand
Posted February 22, 2024
Full Time
About the Company
Finnomena is Thailand’s premier digital wealth‑management platform, powering more than 100,000 investor accounts through a hybrid robo‑advisory engine that blends proprietary machine‑learning insights with human expertise. The company delivers a fully integrated experience, offering curated investment content from its Knowledge Hub—garnering 30 million monthly views and 1.2 million social‑media followers—and unbiased portfolio recommendations across 19 leading asset managers. With a leadership team boasting five decades of experience at global institutions and a $10 million Series B round, Finnomena is positioned for rapid expansion while maintaining a culture of data‑driven, client‑centric service. Talented professionals who thrive in fast‑paced fintech environments will find Finnomena an exciting place to grow.
Job Description
Drive team of Investment Advisors / Senior Investment Advisor, provide advice on FINNOMENA investment portfolios/ products and services to affluent/ HNW clients, deliver superior service and seek opportunities to deliver cross-selling future investment opportunities.
Requirements
- Collaborate in acquiring and leading client relationships
- Provide advice on a broad range of FINNOMENA investment portfolios/ products and services
- Deliver superior service to clients and seek opportunities to deliver cross-selling future investment opportunities
- Be knowledgeable and product expertise in developing solutions for clients in the creation, management and transfer of their wealth
- Strong financial product knowledge and technical competence in the understanding, development, and delivery of holistic wealth planning solutions
