About the Role
This is an exciting opportunity for someone who is passionate about providing excellent customer experience to our growing list of clients in the Thailand business! You will handle inquiries about StashAway's product offerings and provide financial advice tailored to clients needs across multiple channels, including LINE, phone, email, and face-to-face interactions. By aligning our services with clients financial objectives, you will identify growth opportunities that contribute to both client success and StashAway's AUM growth
.
Key Responsibiliti
- esServe as the first point of contact for clients across multiple platformsincluding LINE, phone, email, and social mediaaddressing investment and product-related inquiries with timely, accurate responses to ensure a positive client experienc
- e.Provide financial guidance through structured fact-finding to understand and align with clients financial goals and need
- s.Build and maintain long-term client relationships by delivering exceptional service and personalised suppor
- t.Support client acquisition efforts by assisting the advisory team in leveraging opportunities from events, financial reviews, and proactive outreac
- h.Act as the voice of the customer within the organisation, providing insights to enhance products, services, and overall client experienc
e.
Projects You Might Work
- OnContribute to strategic call initiatives by engaging targeted client segments with personalised outreach designed to strengthen relationships and capture growth opportuniti
- es.Organise and support High Net Worth (HNW) client initiatives such as exclusive events, webinars, seminars, and live sessions on social media to deepen engagement and drive AUM grow
- th.Collaborate with the marketing team to shape investment communication for mass clients, ensuring content aligns with client needs and market opportuniti
es.
Accountabili
- tiesDeliver a consistently high standard of client advisory and support that strengthens trust and satisfaction, while ensuring clients financial needs are effectively
- met.Provide client insights that inform commercial strategies and for supporting initiatives that enhance client retention and overall business performa
nce.
Ben
efitsEmployee financial and physical well-
- beingComprehensive insurance coverage: outpatient visits, hospitalisation and surgical insurance, life insurance, as well as yearly de
- ntal.Management fee discount: you will receive an employee discount on your asset management fees when you invest with Stash
Away.
Flexible work arrangements and po
- liciesHybrid work arrangement: 3 days at the
- officeUnlimited paid annual leave: it should be simple for you to decide if you would like to take more or fewer days off. We trust that you are accountable for your work and know best if you need 10 or 30 days of paid annual leave that
- year.Personal work equipment budget: it's important that you have a workstation that's optimal for you wherever yo
u are.
Learning and development opport
- unitiesAnnual L&D budget: you will be given an annual Learning and Development budget to help you continuously learn in your pursuit of your professional and personal development. You may use the budget for resources and tools that may help you perform better a
t work.
Team bonding budget and ini
- tiativesQuarterly team bonding budget: we encourage you to socialise with colleagues across job functions, departments, and entities to know them better as individuals beyond what they profession
- ally do.Annual off-sites (Q4): each off-site gathers all employees for a full day of company-wide team bonding activities and cha
llenges.
