Portfolio Specialist

Portfolio Specialists · Pathum Wan, Bangkok
Department Portfolio Specialists
Employment Type Full-Time
Minimum Experience Mid-level

Job Description
1 Serves as the senior investment consultant for financial advisory clients by providing client facing support on products and investment thought leadership.
2 Works closely with investment advisors to provide investment support and guidance; is regularly called upon to participate in meetings with financial advisory clients.
3 Contributes to the development of Sales acumen by leading Sales trainings on investment topics.
4 To communicate confidently and regularly in portfolio review meetings with clients, which include both equity and multi-asset mandates
5 Prepare regular investment notes as well as presentations and necessary materials required to provide solutions and quality service to prospects, clients and consultants.
6 To participate in mandate pitches including equity and multi-asset mandates to prospective HNWIs and institutions.
7 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
1 Master’s degree in MBA, Finance, Marketing, Economics and Accounting from Thai and oversea
2 Minimum 3 years experience in investment management and/or client facing advisory positions
3 Knowledge of investment product and market outlook
4 Proven experience with external clients and the ability to communicate effectively with a wide range of audiences
5 Excellent written and oral communication skills, including strong presentation skills.
6 Possessed an IP license.
7 CFA/CAIA holder (preferred).
8 Strong interpersonal skill, communication skill and self motivated

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