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Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Personable financial advisor with notable background in wealth and portfolio management, adept at handling a wide range of financial needs; from short-term cash solutions to long-term retirement planning and insurance decisions. Enthusiastic about and effective at gathering and working with clients of all demographics and backgrounds, able to build strong connections and deepen value to grow personal and firm recognition. Prepared for and excited to further career in serving the individuals of my community as a knowledgeable and trustworthy Financial Advisor who can be counted on to help them reach their goals, within an established firm able to compliment my ambitious spirit.

Client-focused Chartered Financial Planner with over 20 years advice experience.
Passionate about providing holistic planning advice and helping clients reach their financial and lifestyle goals.
Extensive experience developing and implementing strategies tailored to both private and corporate clients.

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.

Vivien Adao

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