Wealth Associate (Thai Speaker, Mid-Level)

SUMMARYJitta 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 26 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).In this business critical role you will be responsible for existing investors and prospective investors.KEY RESPONSIBILITIESConsult the prospective investors and clients of investment strategies, policies, and feesGuide clients through online private-fund account opening and other services as requested by clientsProvide efficient and excellent customer service support via online channels and callsFollow up on customer requests and issues or escalate to supervisors when needed according to departmental processesProvide support by investigating and resolving customer issuesResponsible for existing customers relationships, retention, and up-selling.Find innovative ways to improve existing processes and customer experience continuouslyBe the voice of the customer by noticing and highlighting action items needed to improve the customer experience and delight our clientsParticipate in marketing activities such as Live events, trade shows, seminars, money expo, etc.Other responsibilities as assigned by the supervisorREQUIRED QUALIFICATIONS/EXPERIENCEBachelor’s degree or higher in finance, economics, business, or related fieldsSeveral years of client-facing experience within the private wealth industry or have 1+ years of relevant experienceStrong knowledge of investment products with a preferred IC License; CFP certification is strongly preferredHighly 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 membersAbility to multitask with attention to detail and to organize and manage multiple projects simultaneouslyGood command of both reading and writing in Thai and EnglishGood client-centric mindset, responsive, accountable, creative and enthusiasticAbility 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 executivesPrior experience working in FinTech or within financial institutions is desiredEXTRA POINTSPassion for and interest in stock investment, passive investment, and wealth managementAbility to work in a technology-focused or startup environmentBENEFITS AND PERKSFree lunch and snacksHealth insuranceAnnual medical checkup and vaccinationsWork-from-anywhere optionFitness membership / Massage / Wellness classesTraining and conference sponsorshipUnlimited vacation daysBonus based on company performanceMacBook provided