Thailand Licensed Personal Finance Coach

Job Summary

To support the expansion of personal finance offerings in Thailand, the part-time Thailand Licensed Personal Finance Coach will develop localized content, innovate products and services, and facilitate financial education workshops, working remotely with occasional domestic travel.

Key responsibilities

• Develop and localize personal finance content to address the needs of the Thai market
• Innovate and enhance products and services through research and technology integration
• Facilitate workshops and one-on-one meetings to improve clients' financial habits and behaviors

Required qualifications

• Minimum of 10 years of industry experience and Certified Financial Planner (CFP) certification via Thai Financial Planners Association (TFPA)
• Thorough knowledge of financial planning aspects relevant to Thailand, including money management and investing
• Fluency in English and Thai
• Proficiency in leveraging technology for clear information delivery
• Experience in public speaking and a compassionate coaching approach