Role Summary:

The Investment Strategist will analyze global economic and financial market trends, develop multi-asset investment strategies, and design model portfolios tailored to clients with varying risk profiles. This role requires the ability to select suitable instruments across mutual funds and structured products, and to communicate investment insights in a clear, client-friendly manner. The ideal candidate will have strong market knowledge, relevant licenses, and a professional, presentable demeanor.

Responsibilities:

Formulate and Execute Investment Strategies

• Develop and maintain strategic and tactical asset allocation frameworks.

• Integrate a range of products from mutual funds to structured products.

• Actively contribute to the Investment Committee with market insights and strategy proposals.

Market Monitoring and Research

• Continuously track global macroeconomic developments, financial market trends, and geopolitical events.

• Conduct in-depth analysis of asset classes and key sectors identify opportunities and risks.

Portfolio Management and Advisory

• Recommend and implement portfolio adjustments based on changing market conditions and client objectives.

• Monitor performance and conduct periodic reviews, advising on rebalancing or allocation changes as appropriate.

Product Selection and Development

• Collaborate with product teams to design and launch innovative investment solutions that meet evolving client needs.

Client Communication and

Education

Present investment strategies and market views to clients in clear, engaging, and easy-to-understand language.

• Support relationship managers and advisory teams with trainings and investment seminars.

Qualifications:

• Master's degree or higher in Finance, Economics, Accounting, or related field

• Minimum 2 years experience as an investment strategist, portfolio manager, fund manager, or equity/fixed income analyst

• Strong command of English, both spoken and written

• Highly presentable with excellent communication and presentation skills

• Strong analytical and problem-solving skills

• Proficient in Microsoft Office and financial data platforms

หมายเหตุ: ตำแหน่งงานนี้จำเป็นต้องตรวจสอบประวัติอาชญากรรมของบุคคลก่อนพิจารณารับเข้าทำงาน เพื่อความปลอดภัยและรักษามาตรฐานขององค์กร

Remark:

This position requires a criminal record information check prior consideration for employment to ensure safety and maintain standards of the organization.