Job Summary Table

🔍 Job Description Summary Of IFA Specialist

Principal Financial Group is seeking an experienced IFA Specialist in Thailand to support and coordinate Independent Financial Advisor (IFA) agents, assist with investment strategies, and offer training and development to enhance their advisory capabilities. This hybrid role offers the opportunity to work with a global financial leader committed to professional growth and excellence.

🎯 Responsibilities Of IFA Specialist

• Equip IFA agents with key skills in mutual fund knowledge, economic trends, and asset allocation.
• Provide strategic and tactical advice tailored to each client’s risk profile.
• Coordinate closely with IFA agents to track financial markets and adjust investment strategies as needed.
• Support clients in defining and achieving both short- and long-term financial goals.
• Analyze macroeconomic trends to construct robust investment strategies.
• Regularly communicate performance insights and advisory updates to agents.
• Train and coach agents for continuous skill enhancement and better investment planning.
• Ensure all activities are compliant with relevant rules, regulations, and internal policies.

🎁 Benefits and Perks Of IFA Specialist

• 💼 Work in a hybrid environment near BTS Chidlom
• 🌍 Collaborate with a globally renowned financial company
• 📈 Opportunities for skill development and certification support
• 🤝 Inclusive workplace with ongoing mentorship and coaching
• 🧠 Exposure to a dynamic, high-performance investment team

🏢 Company Overview Of IFA Specialist

Principal Financial Group is a Fortune 500 global financial leader, specializing in insurance, retirement, and asset management. With over 18,000 employees and 51 million clients across the globe, Principal manages over $714 billion in assets. The company promotes innovation, collaboration, and investment in talent to make a difference in people’s financial well-being.

🧬 Company Culture Of IFA Specialist

Principal prides itself on nurturing a diverse, inclusive, and growth-driven workplace. Employees are empowered to bring innovative ideas, are supported through transparent leadership, and benefit from a culture that fosters balance and flexibility. Teamwork and integrity are at the heart of the company’s ethos.

🚀 Career Growth Opportunities

Working with Principal opens doors to diverse career paths across global markets. From mentorship programs to international exposure and skill-based promotions, employees are given platforms to expand their knowledge and advance within the organization.

🌈 Diversity, Equity, Inclusion, and Belonging

Principal is committed to building an inclusive work environment. Employees from all backgrounds are welcomed, supported, and given equal opportunities to grow and contribute meaningfully.

⚖️ Equal Opportunity Statement

Principal Financial Group is an equal opportunity employer. All applicants are considered without regard to race, gender, religion, age, disability, sexual orientation, or any other protected characteristic.

🌐 Remote Work Policy

The position offers a hybrid work environment, giving employees flexibility between working from home and onsite collaboration. Tools and resources are provided to ensure productivity and connectivity regardless of location.

📝 Application Process

1. Visit the official LinkedIn job post.
2. Submit your updated resume/CV and certifications.
3. Shortlisted candidates will be contacted for interviews via email.

⏳ Application Deadline

Info not available – we recommend applying as soon as possible!

📩 How to Apply

Ready to make an impact? Click here to apply via LinkedIn

🔗 Social Media Links

• LinkedIn
• Facebook
• Twitter

❓ FAQs or Additional Information

• 💬 Do I need to have CFP certification? Yes, it is required.
• 📍 Is this a remote role? It’s a hybrid position based in Bangkok.
• 🏢 Is the company global? Yes, Principal is a Fortune 500 company with a global presence.

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