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Agent Acquisition


  • This position will report to the Wealth Management Business head and will have end to end responsibility for executing our agent and customer (both retail and wholesale) acquisition strategy and drive Agent Management System (AMS) on revenue sharing schemes and UX/UI improvement.
  • Develop marketing strategy to attract independent financial advisors, corporate with high number of employees and potential partners to choose Yuanta as investment execution platform.
  • Create a customer acquisition strategy to support potential individual and corporate agents.
  • Manage revenue sharing on a monthly basis from Agent Management System (AMS).
  • Responsible for analyzing and interpreting results, and communicating clear actions to adjust acquisition strategy based on changing and dynamic competitive landscape.
  • Visibility and understanding of overall project tasks, manages timelines, and ensures everyone involved is accountable to timelines. 
  • Lead a cross-functional team to bring the customer acquisition strategy to life. 


  • Minimum 3 years in Product Marketing / digital marketing/ e-commerce / customer acquisition or related experience.
  • Energetic and passionate who is fast learner, and has great attention to detail.
  • Good interpersonal skills and can work with diverse individuals at all levels with cross-cultural understanding.
  • Strong planning, analytical, and management skills with ability to multitask.
  • Ability to communicate effectively & fluently in both English & Thai.
  • Good computer literacy with Microsoft Office, Word, Excel, PowerPoint, and Outlook.
  • Experience with e-commerce marketing technology like Google Analytics, Google Tag Manager,
  • IC Complex 1 License is preferable.