Investment Advisor, FINNOMENA Private Wealth

IA Development · Pathum Wan, Bangkok
Department IA Development
Employment Type Active
Minimum Experience Mid-level

Objectives of this role / About the job
"The objective of this role is to drive the team of Investment Advisors who are responsible for the Private Wealth and Private Bank segments, encompassing investment products and market updates, etc.
The responsibility is not limited to account opening and information updating, but extended to provide the best solutions to clients, together with portfolio specialist/ analyst team."


  • 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

Your application was submitted successfully.

  • Location
    Pathum Wan, Bangkok
  • Department
    IA Development
  • Employment Type
  • Minimum Experience