Investment Consultant

Kiatnakin Phatra Bank

Bangkok, Thailand
On-site
Provide investment solutions
Collaborate with financial consultant
Monitor investment market landscape
Provide expertise in customized solutions for client investment across different asset classes and products for both onshore and offshore investment

Job Summary

  • Provide expertise in customized solutions for client investment across different asset classes and products for both onshore and offshore investment.
  • 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.

Matching Summary

Provide expertise in customized solutions for client investment across different asset classes and products for both onshore and offshore investment.

Skills & Requirements

Must-have

  • Provide investment solutions
  • Collaborate with Financial Consultant
  • Monitor investment market landscape

Nice-to-have

  • Global offshore private banks experience
  • Relationship management skills
  • Communication and interpersonal skills

Key Requirements

  • Bachelor's/Master’s degree in Economics, Finance, or related
  • 5+ years of relevant experience
  • Demonstrated success in meeting business targets

Work Rights

Not specified

Tailored Resume

Cover Letter