IFA Specialist (Hybrid Workplace)

At Principal, we invest in what matters. And building dedicated teams is where it all begins. We’re drawn to people who bring outstanding perspectives, passion, and expertise to help us advance the financial security and well-being of our customers. We also aim to transform our growing business and drive positive change in the communities where we live and work.

When we invest in you, and you invest in us, great things happen.

We are looking for an IFA Specialist in Thailand who will assist with manage and coordinate with IFA agents to facilitate the initial sales and after sales support to all IFA agent.

What You’ll Do

• 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.
   

• Who You Are

  • Bachelor's degree in business administration or relevant fields required
    MBA preferred.
  • Single license certification 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 skill, 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.
  • Good command of English.
  • Computer skills especially Microsoft office (word, excel, PowerPoint).
  • Can work in other provinces.

   

Job Location: near BTS Chidlom (Hybrid Workplace)

Who We Are

Principal Financial Group is a Fortune 500 global leader in financial services specializing in insurance, retirement, and asset management. We have 18,000 employees and 51 million customers around the world with over $714B in assets under management.