Investment Product Specialist

Job Summary

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 900 billion baht.

Investment Product Specialist 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. The team’s coverage is divided among Investment Product Specialists who each covers an asset class namely Equity, Fixed Income, and Alternatives.

Role and Responsibilities / หน้าที่ความรับผิดชอบ

• Oversee and responsible for all aspects of the asset class business in the Wealth Management including product selection, product offering, sales, internal training, and external meetings with clients
• Serve as the primary point of contact for both onshore and offshore asset managers
• Produce sales note on product recommendation on both strategic and tactical ideas
• Collaborate with the Wealth Management's Investment Committee to select investment ideas and products to offer to our clients
• Source products to serve client investment solutions
• Monitor and analyze market landscape

Qualifications / คุณสมบัติ

• High caliber Bachelor's/Master’s degree in Economics, Finance, or a related field
• 3+ years of relevant experience in the financial industry
• Highly knowledgeable about financial services and financial products
• Demonstrate strong organizational and co-ordination skills
• Demonstrated success in meeting business targets
• Ability to adapt quickly and successfully in a dynamic business environment
• Excellent communication in both Thai and English language
• Mature and self-confident

Specific knowledge and skill / ความรู้เฉพาะตำแหน่ง