Financial Advisor (AIA)
รายละเอียดงาน
Your main role is to - Communicate with clients as a preliminary contact - Interview and gather both financial and non-financial data of clients and evaluate them with the team committee - Construct a financial plan according to information received especially the crucial concern of the clients for their best interest and benefits - Propose and Advise solutions to clients with appropriate financial product such as both life and non-life insurance, investment items as well as health maintaining and improving programs - Implement the plan, Monitor the outcome, and Report to clients (as requested) - Review and Propose the comprehensive plans in order to achieve the clients’ ultimate goals (as requested) คุณสมบัติ: - Bachelor or Master’ s degree in any field. Oversea graduation or experience is advantage. - Age between 22-40 years old. First Jobbers are welcome. - Possessing the Entrepreneurial mindset - Having Strong interpersonal communication and presentation skills - Having analytical skill and Can-do attitude - Being service minded and possessing strong work ethic - Positive thinking, Prompt to learn new things and Be coachable
Amnardwealth is a leading wealth planning company based in Bangkok, Thailand. Our professional Wealth Planners who have more than 10 years’ experience in the Wealth field are working with the management personnel, doctors, dentists, business owners and others to help them achieve their Wealth objectives. We are looking for candidates who have a growth mindset, trustworthiness, and accountability in order to make a positive impact to people as part of our team. Most importantly, We are also encouraging our team to become the entrepreneurs by helping them set up their own financial business company in future
https://amnardwealth.com/ประกาศงานนี้นำมาจาก internth.com — การสมัครทำที่เว็บต้นทาง