Senior Wealth Associate (Thai Speaker)

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.

• 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

• 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

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

• 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.