Portfolio Specialist

Investment Advisory · Pathum Wan, Bangkok
Department Investment Advisory
Employment Type Full-Time
Minimum Experience Mid-level

Job Description


  • Serves as the senior investment consultant for financial advisory clients by providing client facing support on products and investment thought leadership
  • Works closely with investment advisory to provide investment support and guidance; is regularly called upon to participate in meetings with financial advisory clients
  • Contributes to the development of Sales acumen by leading Sales training on investment topics
  • To communicate confidently and regularly in portfolio review meetings with clients, which include both equity and multi-asset mandates
  • Prepare regular investment notes as well as presentations and necessary materials required to provide solutions and quality service to prospects, clients and consultants
  • To participate in mandate pitches including equity and multi-asset mandates to prospective HNWIs and institutions
  • Advanced knowledge of FINNOMENA’s investment product line-up and in-depth understanding of the principles of asset management, investment markets, and portfolio construction


Job Specification


  • Master’s degree in MBA, Finance, Marketing, Economics and Accounting from Thai and oversea
  • Minimum 3 years experience in investment management and/or client facing advisory positions
  • Knowledge of investment product and market outlook
  • Proven experience with external clients and the ability to communicate effectively with a wide range of audiences
  • Excellent written and oral communication skills, including strong presentation skills
  • Possessed an IP license
  • CFA/CAIA holder (preferred)
  • Strong interpersonal skill, communication skill and self motivated


or apply now at:  hr@finnomena.com

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  • Location
    Pathum Wan, Bangkok
  • Department
    Investment Advisory
  • Employment Type
    Full-Time
  • Minimum Experience
    Mid-level