Investment Consultant (IS)

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