SUMMARY

Jitta Wealth, a private fund service, automated investing technology systematically analyzes, trades, diversifies, and rebalances stocks to eliminate all human biases. Jitta Wealth invests following the algorithm of Jitta, the platform provides a fundamental analysis of stocks in 29 territories across the world in the principle of famous Value Investor, Warren Buffett to buy a wonderful company at a fair price quickly with Jitta Ranking to understand a company's health.

Jitta Wealth is the first FinTech Asset Management Company in Thailand to receive an approval license from the SEC. Jitta Wealth is a subsidiary of Jitta, which was established in 2012 based in Bangkok, Thailand. Jitta is one of high growth FinTech in Thailand which back up by Beacon Venture Capital (VC arm of Kasikorn Bank).

The Senior Wealth Associate plays a crucial role in providing expert investment advice and exceptional client support. This position involves managing client relationships, resolving complex issues, and driving improvements in customer experience. The role also includes mentoring team members and contributing to various operational and marketing activities.

KEY RESPONSIBILITIES

Consult with prospective investors and clients on investment strategies, policies, and fees
Guide clients through online private-fund account opening and other services as requested by clients
Provide efficient and excellent customer service support via online channels and calls
Explain complex transactional and investment strategies clearly, and provide support by investigating and resolving customer issues before escalating the case to the manager
Follow up on customer requests and issues or escalate to supervisors when needed, according to departmental processes
Responsible for existing customers relationships, retention, and up-selling
Find innovative ways to improve existing processes and customer experience continuously
Be the voice of the customer by noticing and highlighting action items needed to improve the customer experience and delight our clients
Build and maintain strong, long-term relationships with existing high-net-worth clients, serving as their primary point of contact
Supervise and mentor new team members
Participate in marketing activities such as Live events, trade shows, seminars, money expo, etc.
Other responsibilities as assigned by the supervisor

REQUIRED QUALIFICATIONS/EXPERIENCE

Bachelor's degree or higher in finance, economics, business, or related fields
Several years of client-facing experience within the private wealth industry, or 2+ years of relevant customer-facing experience
Active IC and IP License (Investment Planner) is required. CFP (Certified Financial Planner) is highly preferred
Highly analytical, flexible, patient, and willing to learn with pleasant personality and good communication skills; able to explain complicated concepts to clients as well as team members
Ability to multitask with attention to detail and to organize and manage multiple projects simultaneously
Good command of both reading and writing in Thai and English
Good client-centric mindset, responsive, accountable, creative and enthusiastic
Ability to work independently and collaboratively, and efficiently to meet deadlines in a fast-paced, high-performance environment and able to partner with multiple stakeholders, including other teams and senior executives
Prior experience working in FinTech or within financial institutions is desired

EXTRA POINTS

Passion for and interest in stock investment, passive investment, and wealth management
Ability to work in a technology-focused or startup environment

BENEFITS AND PERKS

Work from Anywhere
Unlimited Vacations
Flexible Work Hours
Training Support
Free Lunch, Snack & Drinks
Group Health Insurance
Annual Health Check & Vaccines
Fitness Membership
Professional Counseling
Free Jitta Wealth Performance Fee
Performance-Based Bonus
MacBook provided

Please Note: This role requires a valid IC License and an active IP License (Investment Planner), plus at least 2 years of client-facing experience in the private wealth industry. CFP certification is highly preferred. Please ensure your profile meets these criteria before applying.

Senior Wealth Associate (Thai Speaker)