Investment Consultant (Manager -AVP Level)

atBank of Ayudhya PCL (Krungsri)

Responsibilities:

  • Work in conjunction with Branch Wealth to develop in-depth understanding and assessment of clients needs.
  • Recommend investment strategies through Portfolio Review Model
  • Analyze market and update market and economic to Branch Wealth on a regular basis.
  • Coordinate with Branch Wealth to monitor the financial market and dynamically change strategies according to the performance of clients’ portfolio.
  • Constantly contact Branch Wealth and the clients and inform them about the updates of their investment and market situation.
  • Train and coach Branch Wealth to improve their investment skill
  • Support IC hotline service and ensure the quality of call.
  • Comply with segment policy, rules, regulations, compliance and control.

Qualifications:

  • Bachelor's or Master's degree in Finance, Economics, Business Administration or any related field.
  • At least 5-7 years of experience in Investment Consultant or Wealth Management role.
  • Investment knowledge in capital market: global equity market and bond market.
  • Investment Analytical skill.
  • Skill in MS Office tools and must possess strong technical skills with Excel.
  • Effective Communication & Presentation Skills: Communicate with a clear purpose, Prepare and deliver interesting interactive presentations.
  • IC License or CFP required.

Please note that we will get in touch with shortlisted candidates only.

Stay connected with KRUNGRI CAREER at:

  • FB: Krungsri Career(http://bit.ly/FacebookKrungsriCareer [link removed])
  • LINE: Krungsri Career (http://bit.ly/LineKrungsriCareer [link removed])

Talent Acquisition Department
Bank of Ayudhya Public Company Limited
1222 Rama III Rd., Bangpongpang, Yannawa, Bangkok 10120

Experience required
  • any or no experience
Salary
  • Negotiable
Job function
  • Finance
  • Consultant
  • Management
Job type
  • Full-time

Company overview

Size:2000-5000 employees
Industry:Banking & Finance
Location:Bangkok
Founded in:1945
Ranking:4.5/5

Bank of Ayudhya Public Company Limited, commonly known as Krungsri, is the fifth-largest bank in Thailand in terms of assets, loans, and deposits.  Established on January 27, 1945, Krungsri offers a comprehensive range of banking and financial services to both individua ...

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Why join us:

Joining Krungsri means becoming part of a leading financial institution with a rich history and a strong commitment to innovation and excellence. As a member of the MUFG network, employees have access to international expertise and opportunities for global collaboration.&nbs ...

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Job location: Yannawa
Head office: สำนักงานใหญ่ 1222 ถนนพระรามที่ 3 แขวงบางโพงพาง เขตยานนาวา กรุงเทพฯ 10120
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