Thanwalun Thanyamaisophon
Kirkstall,VIC
Summary
At AIA (Thailand) CO. LTD, I excelled as a Financial Advisor, leveraging my expertise in investment planning and exceptional relationship-building skills to enhance client satisfaction and portfolio performance. I pioneered retirement planning services, significantly boosting referral business through strategic financial advising and personalized client education. My mentorship of junior advisors underscored my commitment to team growth and client success.
Diligent BROKER with robust background in financial advising. Proven ability to guide clients toward their financial goals through strategic planning and personalized advice. Demonstrated expertise in investment management and retirement planning.
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Financial Advisor
AIA (Thailand)CO.LTD
11.2000 - 01.2025
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
- Strengthened client relationships, leading to increase in referral business, by providing exceptional advisory services.
- Developed niche in retirement planning, becoming go-to advisor for clients approaching retirement.
- Developed comprehensive financial plans for clients to achieve their long-term financial goals, resulting in increased client satisfaction.
- Implemented risk management strategies for clients, protecting their assets from market volatility.
- Educated clients on financial topics and best practices.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Collaborated with clients to develop customized investment portfolios.
- Advised clients on investments, retirement and estate planning.
- Updated clients on changes in tax laws and other regulations affecting investments.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Facilitated financial literacy workshops, empowering clients with knowledge to make informed decisions.
- Led financial planning seminars, attracting potential clients through expert knowledge sharing.
- Enhanced client portfolio performance by advising on strategic investment opportunities tailored to individual risk profiles.
- Service and take care my client with likely my family
Tutor, Special Needs Students
Ownership
01.2020 - 01.2023
- Developed strong relationships with students and their families, fostering open communication channels to address individual concerns and progress updates.
- Managed challenging behaviors effectively by implementing clear expectations, consistent consequences, and positive reinforcement strategies within the classroom environment.
- Enhanced learning experiences for special needs students by implementing individualized education plans tailored to their unique requirements.
- Contributed to a positive learning environment for all students by fostering a culture of inclusivity, empathy, and respect throughout the entire school community.
- Improved student engagement and understanding by utilizing differentiated instruction techniques within the classroom setting.
- Designed engaging lesson plans that incorporated visual aids, hands-on activities, and real-world examples tailored specifically for diverse learners'' abilities and interests.
- Participated in regular professional development workshops focused on best practices within special education teaching methodologies and emerging trends in disability support services.
Education
Bachelor of Science - Accounting
Bangkok University
Bangkok01-1997
Skills
- Investment advice
- Relationship building and management
- Analytical thinking
- Sales expertise
- Retirement planning
- Critical thinking
- Financial advising
- Sales and marketing
- Risk assessment
- Client relations
- Wealth management
- Financial forecasting
- Process improvement
- Asset allocation
- Retirement needs
- Insurance planning
- Long-term care planning
- Financial services
- Education funding
- Investment planning
- Financial planning
- Mutual funds
- Insurance decisions
- Fixed income strategies
- Technical analysis
- Market forecasting
- Cash flow analysis
- Private equity investments
- Loans
- Real estate investment
- Trust services
- Tax law expertise
- Education funds
- Business development
- Customer service
- Market analysis
- Tax planning strategies
- Mutual fund sales
- Making insurance decisions
Certification
- First Aid Certification
- Working with Children Certificate
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
- FChFP (The Fellow Chartered Financial Practitioner international recognition by the Asia Pacific Financial Service Association (APFInSa)
- Member of Australia Natural Therapist Association
- Internation Driver's License
- Thailand Certificate:
- Thai Deep tissue massage issues by Spa Born
- Manual Lymphatic Drainage &Anti-Cellulite Massage 80 hours issues by Spa Born
- Deep Tissue & Triggers Point massage issue by Spa Born
- Healthy Head Care Massage, In Thailand
Timeline
Tutor, Special Needs Students
Ownership
01.2020 - 01.2023
Financial Advisor
AIA (Thailand)CO.LTD
11.2000 - 01.2025
- First Aid Certification
- Working with Children Certificate
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
- FChFP (The Fellow Chartered Financial Practitioner international recognition by the Asia Pacific Financial Service Association (APFInSa)
- Member of Australia Natural Therapist Association
- Internation Driver's License
- Thailand Certificate:
- Thai Deep tissue massage issues by Spa Born
- Manual Lymphatic Drainage &Anti-Cellulite Massage 80 hours issues by Spa Born
- Deep Tissue & Triggers Point massage issue by Spa Born
- Healthy Head Care Massage, In Thailand
Bachelor of Science - Accounting
Bangkok University
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