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17 November 2019
Job ID: BK-156007
Financial Service Advisor (Bangkok Area)/ที่ปรึกษาการเงิน

KEY RESPONSIBILITY AREA

1.Sales Advisory

  • Providing needs analysis for clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan
  • Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
  • Build relationships with customers and leads by meeting or by telephone, especially on special occasion such as birthday and wedding anniversary in order to search for more customer list.
  • Develop and manage relationships with high net-worth individuals with minimum financial asset of 10 million baht (each)

2. Quality of Business

  • Meet service quality, compliance, operational excellence and any other standards defined by  KTAXA

3.After-sales service job

  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan for opportunities in upsell/cross sell and business retention.

4. Development and conduct as specified work plan

  • To attend training that specifies by KTAXA in order to increase knowledge and working skills

 

QUALIFICATIONS

  • Master or Bachelor Degree in any professional fields, newly graduate is also welcome
  • Insurance & Single Licenses (Preferable)
  • Skill in Financial Planning, Advisory and Presentation Skill, Sale Strategy  is required
  • 2 -3 Years experience in Banking, Insurance & Finance Industry.Proven experience in understanding customer needs and providing life insurance, investment and protection solutions
  • Entrepreneurship mindset
  • Excellent communication, interpersonal, motivational skills and capability to work with stakeholders at all levels
  • Patience to establish a strong relationship with clients before designing and customizing a financial plan that will best cater to their individual needs
  • Digitalize, able to use applicationsFlexibility and ability to learn quickly

 

We are looking for the candidates who would like to become Financial Service Advisor who assists our customers on savings, health and protection solutions that cover all of life’s circumstances, both expected and unexpected.

 

If you would like to have great income potential, independence and flexibility, please apply now.

 

Apply Now

Job Details:

Benefits:
  • Performance bonus

Krungthai-AXA Life Insurance Public Company Limited
Khungthai AXA is a perfect combination of Khungthai Bank Plc., a commercial bank of the Thai Government, and the AXA Group, the world’s number one insurance group. We aim to satisfy both clients and employees. Our mission is to help people and economies grow. With 140,000 employees of AXA. Group. We have the international reach, experience and imagination it takes to bring the best financial protection and wealth management to 50 million clients worldwide Our commitment is to satisfy our clients by providing high standard services that are highly suited to the needs of today’s Thai people

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