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Experience:

5 years required

Skills:

English

Job type:

Full-time

• Identify and pursue new business opportunities within the investment property market across commercial, industrial, hospitality and other asset classes.
• Develop and maintain relationships with property owners, investors, developers, family offices, private equity firms, corporate organizations, and other key market participants.
• Support the execution of investment sales and capital transaction strategies to achieve individual and team revenue targets.
• Conduct client outreach, generate leads, and build a strong sales pipeline.
• Prepare and deliver presentations, proposals, and marketing materials tailored to client requirements.
• Assist clients throughout the transaction process, from initial inquiry through to deal completion.
• Travel independently or with the team to meet clients and visit site locations as required or requested by supervisor.
• Build and maintain strong relationships with existing and prospective clients.
• Conduct market research and maintain up-to-date knowledge of investment property markets, capital flows, and economic trends.
• Coordinate with internal teams and external stakeholders to support due diligence processes and ensure the smooth execution of transactions.
• About you.
• Thai Nationality Only.
• Bachelor's degree in Real Estate, Finance, Business Administration, Economics, Marketing, or a related field.
• Master's degree or professional real estate certification would be an advantage.
• 3 to 5 years of experience in real estate sales, investment sales, property consultancy, capital markets, or business development.
• Strong business development and negotiation skills.
• Excellent presentation and communication skills in both Thai and English.
• Experience working with commercial, industrial, hospitality, land, or mixed-use properties is preferred.
• Proven track record in client acquisition, relationship management, and sales activities.
• Experience in investment advisory, transaction support, or real estate consulting would be advantageous.
• Understand client investment objectives and provide suitable property investment opportunities and strategic advice.
• Monitor investment transactions, pricing trends, market activity, and emerging opportunities across various asset classes.
• Gather and analyze market intelligence to support investment recommendations and business development initiatives.
• Maintain accurate client records, property databases, transaction pipelines, and sales activity reports.
• Assist with preparing investment sale documentation, marketing collateral, non-disclosure agreements (NDAs), letters of intent (LOIs), and transaction-related materials.
• Ensure all transactions are properly documented and conducted in compliance with company policies, industry standards, and regulatory requirements.
• Deliver a high standard of professional service to clients.
• Respond promptly to client inquiries and resolve issues effectively.

Experience:

8 years required

Skills:

Product Development, Enthusiastic, Accounting, CFA

Job type:

Full-time

• Conduct in-depth consultations and provide total portfolio solutions for HNW/UHNW clients, including highly sophisticated investors as well as analyze clients' financial situations and offer tailored investment or funding recommendations.
• Recommend suitable investment products, such as mutual funds, bonds, structured notes, and private assets, based on each client's risk appetite.
• Monitor client investment portfolio performance and recommend appropriate adjustments according to asset allocation.
• Stay updated on market conditions and factors that impact the market, provide timely call-to-action recommendations to clients.
• Cultivate strong client relationships, fostering trust and confidence in investment expertise, and collaborate within a team to design efficient and suitable investment products, asset allocation, and investment strategies.
• Bachelor's degree or higher in Finance, Accounting, Business Administration, Marketing, or related fields.
• Minimum of 5 years of direct experience in fund management, investment consultation, investment strategy, investment product development, with preference for portfolio management, fund management, or investment strategy experience.
• License holders of IC Complex, IP, or fund manager license. CFA will be a plus.
• Experiences in fostering relationships with HNW/UHNW clients and in-depth knowledge of financial markets, investment products, and economic trends.
• Strong analytical and problem-solving skills, ability to interpret complex financial data, along with excellent interpersonal, communication, and creative problem-solving 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.

Skills:

Financial Analysis, Power point, Accounting, Energetic, English, Thai

Job type:

Full-time

• 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 700 billion baht.
• CSA is an assistant working closely with our Financial Consultants ("FC") who provide holistic financial services and solutions to high-net-worth clients.
• This role provides individuals with essential skills, experience, and exposure to va ...
• Role and Responsibilities / หน้าที่ความรับผิดชอบ.
• Preparing, processing and completing all documents for onboarding new clients and opening account for all relevant investment products as well as all the administrative work.
• Respond to all client enquiries and provide resolution to most issues and requests.
• Assisting FC on executing clients' orders covering both banking and investment transactions.
• Building and maintaining strong relationships with FCs and clients by delivering exceptional services.
• Assisting FC in servicing and analyzing financial products for clients.
• Defining and creating tailored presentations/pitch documents by liaising with the respective FC and co-ordinate with pitch teams such as Investment Consultant ("IC").
• Collaborating with other departments to ensure seamless delivery of services to clients.
• Mentoring, motivating and guiding junior/mid level team members both within and outside own team, including assisting them in identifying potential errors, addressing challenges, and finding solutions.
• Always ensuring the compliance with internal and external regulations and policies.
• Thai Nationality.
• Education background in Finance, Accounting, Economics or related files.
• New graduated are welcome.
• Willing to work in this position for at least 2.5-3.0 years.
• Required to obtain IC Licenses (P1, P2, P3) within the probation period.
• Excellent communication and interpersonal skills with a good team player mindset.
• Detail-oriented, well-organized, fast leaner, ambitious, energetic, proactive.
• Able to effectively manage workload and deliver work under time constraint and pressure.
• Good command of written and spoken English.
• Knowledge of PC and Microsoft applications (Word, Excel and Power Point).
• Specific knowledge and skill / ความรู้เฉพาะตำแหน่ง.