{"id":101240,"date":"2026-05-29T17:04:43","date_gmt":"2026-05-29T10:04:43","guid":{"rendered":"https:\/\/generali.co.th\/?p=101240"},"modified":"2026-06-15T09:59:05","modified_gmt":"2026-06-15T02:59:05","slug":"wealth-protection-advisor","status":"publish","type":"post","link":"https:\/\/generali.co.th\/en\/job\/wealth-protection-advisor\/","title":{"rendered":"Wealth &#038; Protection Advisor"},"content":{"rendered":"<div data-elementor-type=\"wp-post\" data-elementor-id=\"101240\" class=\"elementor elementor-101240\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-4d8abd3 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"4d8abd3\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-a8f019e\" data-id=\"a8f019e\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-85bafc8 elementor-widget elementor-widget-spacer\" data-id=\"85bafc8\" data-element_type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5458547 elementor-widget elementor-widget-spacer\" data-id=\"5458547\" data-element_type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4ceb457 elementor-widget elementor-widget-heading\" data-id=\"4ceb457\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Wealth &#038; Protection Advisor<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-28886d0 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"28886d0\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6c0d43a elementor-widget elementor-widget-heading\" data-id=\"6c0d43a\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Responsibilities<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-802307d elementor-widget elementor-widget-text-editor\" data-id=\"802307d\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li>Financial advisory: Act as financial advisory on behalf of Generali Thailand to assess client financial goals, risk appetite, and investment needs to recommend suitable Unit Linked insurance plans<\/li><li>Financial Influencer: Act as influencer to sell UL concept and link UL as part of asset allocation that suitable for different client profiles and needs<\/li><li>Investment advice: Provide advice on fund allocation based on UL allocating premiums, including asset allocation, monitoring, and recommendation to rebalance the portfolio. Advise on market risks, as Unit Linked products do not guarantee minimum returns.<\/li><li>Protection Planning: Advice appropriate coverage levels for life insurance, health, or critical illness tailored to the investment strategy<\/li><li>Service &amp; Tracking: Provides consultation services to clients and partners such as annual portfolio review, policy management advice and helping clients manage premium payments or fund switches.<\/li><li>Compliance &amp; Licensing: Ensures all advice adheres to insurance and security regulations, often requiring Securities and Exchange Commission (SEC) licenses.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-003000a elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"003000a\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-84a0484\" data-id=\"84a0484\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-c5f3ad5 elementor-widget elementor-widget-heading\" data-id=\"c5f3ad5\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Qualification<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-30de9d0 elementor-widget elementor-widget-text-editor\" data-id=\"30de9d0\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li>Bachelor\u2019s degree or higher in Business Administration or related fields<\/li><li>Investment Planner License required; CFP license is an advantage<\/li><li>Experience in Asset Management business, especially fund marketing<\/li><li>Strong knowledge in Life insurance product especially Investment linked product<\/li><li>Strong corporate or institutional client-facing experience<\/li><li>Excellent communication and interpersonal skills<\/li><li>Ability to work independently, multitask, and manage priorities effectively<\/li><li>Valid insurance agent license and Unit Linked certification (or SEC Investment Consultant license)<\/li><li>Strong knowledge of investment products, market trends, and financial planning tools.<\/li><li>Good communication skills to explain complex investment products clearly<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7143839 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"7143839\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/generali.co.th\/en\/jobs\/jobs-form\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">APPLY<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-30c03ad elementor-widget elementor-widget-spacer\" data-id=\"30c03ad\" data-element_type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p>Responsibilities Financial advisory: Act as financial advisory on behalf of Generali Thailand to assess client financial goals, risk appetite, and investment needs to recommend suitable Unit Linked insurance plans Financial Influencer: Act as influencer to sell UL concept and link UL as part of asset allocation that suitable for different client profiles and needs Investment [&hellip;]<\/p>","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"footnotes":""},"categories":[103],"tags":[],"class_list":["post-101240","post","type-post","status-publish","format-standard","hentry","category-job"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Wealth &amp; 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