sompoj patsuwan

Bangkok Metropolitan Area, Thailand Thailand

Wealth Consultant Manager at Kompass Wealth Management and Co-Founder - WealthguruConsulting

Finance / Banking / Insurance

KEY QUALIFICATIONS • dedicated work experience as Wealth Consultant • Highly skilled in conducting in-depth view of clients’ financial circumstances and future aims • Hands on experience in designing and implementing individually placed financial strategies such as Investment plan , education plan , risk management plan and retirement plan • In depth knowledge of promoting and selling financial services to meet given sales targets • professional qualification like CFP RELATED SKILLS • Excellent communication and presentation skills • Demonstrated ability to work in a fast paced environment • Able to work with a diversity of populace • Proven record of performing advanced financial calcu...