Financial Coach – Remote (Thailand)
Intellect
Job description
About the role
Join Intellect as a Financial Coach to empower clients in Thailand to take control of their financial future. This flexible freelance position lets you work from anywhere, set your own hours, and supplement your existing work while delivering high‑quality financial guidance.
Key responsibilities
- Offer strategic coaching on cash flow, budgeting, and financial planning via text and video consultations.
- Assess clients’ financial situations and design customized plans aligned with short‑term needs and long‑term goals.
- Guide clients in making informed decisions, managing resources, and achieving milestones such as retirement savings or home purchases.
- Stay updated on financial trends and market changes to provide relevant advice.
- Monitor and adjust financial plans to keep clients on track through life changes.
Required profile
- Proven experience as a Finance Coach or similar role with successful client outcomes.
- Bachelor’s degree in Finance or a related field.
- Strong analytical abilities and attention to detail.
- Excellent communication skills in English and the local language.
- Ability to simplify complex financial concepts for clients.
Required skills
- Proficiency with database systems.
- Strong PC skills.
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