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IFA Specialist

Principal Thailand

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3-5 Years
3 months ago
25 Viewed
0 Applied

Job Description

Responsibilities

Manage and coordinate with IFA agents to facilitate the initial sales and after sales support to all IFA agent.

  • Responsible for developing and equipping essential skills for IFA agents such as in-depth mutual fund knowledge, asset allocation concept, and economic view
  • Assisting IFA agents with necessary training to be able to present the clients the investment opportunity and provide both strategic and tactical solutions in asset allocation that is suitable for clients risk
  • Coordinate with IFA agents to monitor the financial market and dynamically change strategies according to the performance of clients portfolio
  • Assist the client to make correct both short and long term investment strategies for the client's portfolio
  • Responsible for analyzing macroeconomic and monitor investment environment to construct an appropriate investment recommendation for clients
  • Communicate with IFA agents to advice investment strategy and performance on regular basis.
  • Continuous monitoring of the suggested investment performance and dynamically change strategies according to the performance
  • Train and coach IFA agents to improve their investment skill
  • Comply with segment policy, rules, regulations, compliance and control

Qualifications

  • Bacherlor's degree in Business Administration or relevant fields required MBA preferred.
  • Single license certfication is a must, CFP license.
  • At least 3-5 years of work experience in the sales and distribution businesses of financial products, special consideration will be given to applicants with direct experience.
  • A great communication skills, clearly communicate with others.
  • Experience and knowledge in about all types of investment finance industry, equity market, fixed income market, commodities, mutual funds, investment planning, etc.
  • Have Analytical skills, advisory and presentation skills, investment planning skills.
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