About Job

You'll be the person our clients talk to. Through LINE, phone, email and in person, you'll answer questions about how their money is invested, help them decide which portfolio fits their goals, and stay with them through the market moments when investing feels uncomfortable. The single most valuable thing you'll do here is keep good investors invested.

Done well, this role grows the business. Clients who understand what they own invest more, stay longer, and refer people they know. Your success is measured on the assets under management of the clients you look after — but that growth comes from being the person they trust, not from pushing products.

This is not a scripted support role. To do it well you need to genuinely understand how our portfolios are built — not repeat what a document says, but explain it in your own words to someone who has never heard of asset allocation. That's the hardest part of this job and the part we select for.

What you'll work on

Client advisory

• Handle client enquiries across LINE, phone and email — accurately, promptly, and in language a non-expert follows

• Conduct fact-finding conversations to understand a client's circumstances before recommending anything.

• Recommend what's genuinely suitable for each client, based on their goals, horizon and risk tolerance. Suitability comes first, always.

• Run welcome calls with new clients and proactive outreach to your existing book.

  Build long-term relationships with your assigned clients so they stay invested through volatility and grow their portfolios with us.

• Bring what you hear back into the business — you'll be the clearest signal we have on what clients actually find confusing.

• Know General Investing deeply. It's our core managed portfolio — globally diversified and built to be held for the long term — and you should be able to explain how it works and why we believe in the approach.

• Advocate for long-term investing. A large part of this job is talking clients out of decisions they'll regret: selling in a drawdown, chasing a theme, timing an entry.

Client events and networking

• Help host our high-net-worth client events — roughly twice a year — from planning through to being on the floor talking to clients on the night.

• Represent StashAway at external networking and industry events, and follow up on the relationships that come out of them.

Analysis and reporting

• Use client behaviour data to decide who to call and when, rather than working through a list.

• Produce the monthly portfolio return report.

• Build presentation material for client webinars.

Who are we looking for

• Written Thai of a standard you'd be comfortable putting in front of a client, plus working English for internal collaboration.

• 1–3 years' experience, at least some of it client-facing.

• The ability to read about an unfamiliar investment concept and explain it clearly in your own words.

• Investment Consultant licence obtained within 90 days of joining. If you don't already hold one, you'll book your exam in your first week.

• Comfortable making outbound calls. Many calls will not lead to anything, and you need to handle that without losing motivation.

• Comfortable in a room of clients — you'll be at events and expected to hold a conversation, not stand by the registration desk.

• Genuine interest in markets and personal finance is an added advantage.

Benefits

Employee financial and physical well-being

• Compensation package: you will receive a competitive total compensation package that includes employee stock options for full time employee

• Comprehensive insurance coverage: outpatient visits, hospitalisation and surgical insurance, life insurance, as well as yearly dental.

• Mandatory Provident Fund: after three months of employment, full-time employees may decide if they wish to make monthly contributions to the optional employee provident fund.

• Management fee discount: you will receive an employee discount on your asset management fees when you invest with StashAway.

Flexible work arrangements and policies

• Flexible work arrangements: With manager setting team schedules with a minimum of 2 days a week in the office.

• Work-from-anywhere policy: you may request to work remotely for up to eight weeks in another country.

• Unlimited paid annual leave: it should be simple for you to decide if you would like to take more or fewer days off. We trust that you are accountable for your work and know best if you need 10 or 30 days of paid annual leave that year.

• Personal work equipment budget: it’s important that you have a workstation that’s optimal for you wherever you are.

Learning and development opportunities

• Annual L&D budget: you will be given an annual Learning and Development budget to help you continuously learn in your pursuit of your professional and personal development. You may use the budget for resources and tools that may help you perform better at work.

Team bonding budget and initiatives

• Quarterly team bonding budget: we encourage you to socialise with colleagues across job functions, departments, and entities to know them better as individuals beyond what they professionally do.

• Annual off-sites (Q4): each off-site gathers all employees for a full day of company-wide team bonding activities and challenges.