Edge Investment Consultant

Job Summary

The Edge Investment Consultant is responsible for supporting the development and delivery of investment solutions for mass affluent and retail clients. The role involves adapting investment content from the Investment Product and Consultant teams, supporting sales channels with materials and training, and assisting in client engagement initiatives.

Role and Responsibilities / หน้าที่ความรับผิดชอบ

  •  Adapt and package investment ideas and product recommendations for the mass affluent segment.
  •  Provide investment support and training to sales channels.
  •  Develop client-facing content and presentations for workshops, seminars, and online channels.
  •  Support marketing campaigns with investment insights and product positioning.
  •  Collaborate with internal teams to align solutions with CIO/Investment Strategy views.
  •  Participate in business initiatives to improve client engagement and cross-selling.

Qualifications / คุณสมบัติ

  •  Bachelor’s degree in Finance, Economics, Business, or related field. Professional qualification is a plus (e.g. CFA Level 1)
  •  2–5 years of experience in investment products, wealth management, or financial services. 
  •  Knowledge of mutual funds, structured products, and financial planning concepts.
  •  Strong communication and presentation skills.
  •  Ability to work cross-functionally and manage multiple tasks.

Specific knowledge and skill / ความรู้เฉพาะตำแหน่ง