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
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 ...
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 ...
Benefits
- Professional development
- Social Security
- Annual bonus
- Corporate Social Responsibility Initiatives
- Dental Insurance
- Health Insurance
- Learning & Development Opportunities
- Life Insurance
- Performance bonus
- Transport Allowance