Job Summary

Wealth Management has become one of the fastest-growing areas in the global financial industry due to the increasing number of high net worth population and hence demands for the service. Kiatnakin Phatra Securities is a leading onshore wealth manager with a total clients' asset under advisory of over 650 billion baht.

Investment Consultant is part of the Investment Solutions Department. The department provides expertise in customized solutions for client investment across different asset classes and products for both onshore and offshore investment

Role and Responsibilities / หน้าที่ความรับผิดชอบ

Provide investment solutions to clients across all asset classes including customized solutions

Collaborate closely with the Financial Consultant to develop and maintain relationship with major clients

Collaborate with the Wealth Management's Investment Committee to select investment ideas and products to offer to our clients

Monitor and analyze general investment solutions market landscape

Qualifications / คุณสมบัติ

High caliber Bachelor's/Master's degree in Economics, Finance, or a related field

5+ years of relevant experience in the financial industry

Highly knowledgeable about financial services and products

Experience in the global offshore private banks is highly preferred

Demonstrated success in meeting business targets

Highly developed relationship management skills

Excellent communication and interpersonal skills

Mature and self-confident

Specific knowledge and skill / ความรู้เฉพาะตำแหน่ง