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Investment Consultant

atSiam Commercial Bank (SCB)

Job Description
  • Recommend the appropriate investment products both onshore and offshore, i.e. equity, Derivatives, fund, bond, structure note, etc. to high net worth clients according to each client's risk appetite
  • Monitor client's investment port performance and recommend the appropriate balance according to asset allocation direction. Monitor and follow up the market situation and factor that impact to market as well as provide data to clients in timely manner
  • Monitor the process of investment transaction in order to ensure that smooth and accurate data is always delivered
  • Regularly monitor and evaluate portfolio performance as well as provide recommended actions (rebalancing or changes in allocation) in anticipation to changes in financial market conditions and clients' investment objectives. Client visit upon RM requests
  • Being a part of a team to create, design, and plan the efficient and interesting investment product lines and asset allocation

Qualifications
  • Bachelor's degree or higher in Finance, Accounting, Business Administration, Marketing, or related field
  • Minimum of 5-year direct experiences in Investment Consultant or relevant experience
  • Experience in fostering relationship with high net worth clients will be advantageous
  • Possesses IC Complex license and CFA will be a big plus. Proficient in Bloomberg system is preferable
  • Good communication, interpersonal, negotiation and presentation skills
We're committed to bringing passion and customer focus to the business.
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.
Experience required
  • any or no experience
Salary
  • Negotiable
Job function
  • Finance
  • Consultant
Job type
  • Full-time
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Company overview

Size:2000-5000 employees
Industry:Banking & Finance
Location:Bangkok
Website:careers.scb.co.th/th
Founded in:1906
Ranking:4/5

Siam Commercial Bank is the first bank in Thailand that was informally established in 1904 as "Book Club". According to the Bank of Thailand, it is Thailand's fourth largest commercial bank in terms of total assets, deposits, and loans.

Why join us: สมัครฝึกงานธนาคารไทยพาณิชย์เพื่อเริ่มต้นอาชีพการงานของคุณด้วยการค้นหาว่าคุณเก่งในเรื่องอะไร อีกทั้งยังได้รับประสบการณ์ในการทำงานด้านธนาคารอีกด้วย โปรแกรมฝึกงานของธนาคารไทยพาณิชย์จะให้โอกาสนักศึกษาปีสุดท้ายได้รับประสบการณ์การทำงานในตลาดที่มีการแข่งขันมากที่สุดในทวีปเอเชีย โปรแกรมฝึกงานของเราจะมีระ ... Read more

Head office: Siam Commercial Bank PCL., Head Office 9th Floor, Zone C, 9 Ratchadapisek Rd., Jatujak, Bangkok, Thailand 10900
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