Investment Consultant (is)

Kiatnakin Phatra Bank

กรุงเทพมหานคร, Thailand
On-site
Investment solutions across asset classes
Client investment expertise
Market landscape analysis
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

  • investment solutions across asset classes
  • client investment expertise
  • market landscape analysis

Nice-to-have

  • relationship management skills
  • interpersonal skills
  • self-confident demeanor

Key Requirements

  • Bachelor's/Master's degree in Economics, Finance, or related field
  • 5+ years of relevant financial industry experience
  • Experience in global offshore private banks preferred
  • Demonstrated success in meeting business targets

Work Rights

Not specified

Tailored Resume

Cover Letter