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Skills:

Compliance, Finance, Excel

Job type:

Full-time

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