Investment Advisor / Senior Investment Advisor

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

Responsibilities:
Collaborate in acquiring and leading client relationships, providing advice on a broad range of FINNOMENA investment portfolios/ products and services tailored to the sophisticated needs of affluent/ HNW clients.
Advise on leading investment product portfolios, tailored solutions and services supported by a holistic advisory approach for our clients.
Deliver superior service to our clients and seek opportunities to deliver cross-selling future investment opportunities.
Be knowledgeable and product expertise in developing solutions for clients in the creation, management and transfer of their wealth, you will work towards specific individual, team, as well as revenue targets.

Skills and experiences:
Outstanding personal and professional relationship within the affluent segment
Excellent client- and service -orientation as well as outstanding communication skills
Strong financial product knowledge and technical competence in the understanding, development, and delivery of holistic wealth planning solutions
Excellent presentation and interpersonal skills
Problem-solving attitude
Proven track record in client acquisition and management of wealth for clients is essential
Drive and motivation to work in a target oriented and high-performance culture
Committed and dedicated to maintaining the highest standards with respect to our risk and control culture and to meet company's policies and obligations

Preferred Qualifications:
Bachelor’s or Master's degree in Finance, Accounting, Economics, or related field
License: IC Complex 1 or IP License is required
At least 2-5 years of experience in wealth management is a must
Proficiency in English is preferable

Thank You

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