Personal Information
Organization / Workplace
Bangkok Metropolitan Area, Thailand Thailand
Occupation
Wealth Consultant Manager at Kompass Wealth Management and Co-Founder - WealthguruConsulting
Industry
Finance / Banking / Insurance
About
KEY QUALIFICATIONS
• dedicated work experience as Wealth Consultant
• Highly skilled in conducting in-depth view of clients’ financial circumstances and future aims
• Hands on experience in designing and implementing individually placed financial strategies such as Investment plan , education plan , risk management plan and retirement plan
• In depth knowledge of promoting and selling financial services to meet given sales targets
• professional qualification like CFP
RELATED SKILLS
• Excellent communication and presentation skills
• Demonstrated ability to work in a fast paced environment
• Able to work with a diversity of populace
• Proven record of performing advanced financial calcu...
Contact Details