Redefining mental health with personalised end-to-end care for workforces across Asia Pacific.
Financial Coach
Location
Thailand
Posted
77 days ago
Salary
0
Seniority
Senior
Job Description
Financial Coach
Intellect
- Offer strategic coaching in essential areas, such as cash flow and budgeting, through text and video consultations - Assess clients’ financial situations and design customized financial plans tailored to their unique needs and goals - Guide clients in making informed, secure financial decisions that align with their short-term needs and long-term aspirations - Help clients effectively manage their resources to meet both daily obligations and larger goals, such as saving for retirement or purchasing a home - Stay current with financial trends, market changes, and budgeting strategies to offer clients the most relevant coaching - Monitor and adjust financial plans as needed, ensuring clients stay on track and adapt to any life changes or shifts in financial goals
Job Requirements
- Experience: Proven experience as a Finance Coach, or similar role with a track record of successful client outcomes
- Education: Bachelor’s degree in Finance or a related field
- Skills: Strong analytical abilities for interpreting financial data and offering well-grounded, data-based coaching
- Communication: Proficient in English and local language, with excellent communication, negotiation, and presentation skills
- Attention to Detail: High level of accuracy, attention to detail, and the ability to simplify complex financial concepts for clients
- Tech-Savvy: Proficiency with database systems and strong PC skills
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