วางแผนการเงินส่วนบุคคล

Job Summary

Investment Advisor is responsible to provide wealth management service to targeted clients who would benefit from our expertise in investment management and a superior wealth management platform. 

Role and Responsibilities / หน้าที่ความรับผิดชอบ

• Develop and manage relationships with individuals with minimum liquid investable asset of 2 million baht or more
• Provide wealth management solution through asset allocation strategy, giving clients access to variety of investment products covering all asset classes including cash, bonds, stocks and alternatives.

Qualifications / คุณสมบัติ

• Master degree with minimum of 2-year experience in the capital market.
• Highly knowledgeable about financial services and products
• Highly developed relationship management skills
• Demonstrated success in meeting business targets
• Excellent communication and interpersonal skills
• Mature and self-confident

Specific knowledge and skill / ความรู้เฉพาะตำแหน่ง