Investment Advisor Team 5

Kiatnakin Phatra Bank

Bangkok, Thailand
On-site
Wealth management platform
Asset allocation strategy
Investment products
Investment Advisor is responsible to provide wealth management service to targeted clients who would benefit from our expertise in investment management and a superior wealth management platform

Job Summary

  • Investment Advisor is responsible to provide wealth management service to targeted clients who would benefit from our expertise in investment management and a superior wealth management platform.
  • Develop and manage relationships with individuals with minimum liquid investable asset of 2 million baht or more.
  • Provide wealth management solution through asset allocation strategy, giving clients access to variety of investment products covering all asset classes including cash, bonds, stocks and alternatives.

Matching Summary

Investment Advisor is responsible to provide wealth management service to targeted clients who would benefit from our expertise in investment management and a superior wealth management platform.

Skills & Requirements

Must-have

  • wealth management platform
  • asset allocation strategy
  • investment products

Nice-to-have

  • superior wealth management
  • meeting business targets
  • interpersonal skills

Key Requirements

  • Master degree
  • minimum of 2-year experience in the capital market
  • Highly knowledgeable about financial services and products
  • Highly developed relationship management skills
  • Demonstrated success in meeting business targets
  • Excellent communication and interpersonal skills
  • Mature and self-confident

Work Rights

Not specified

Tailored Resume

Cover Letter