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What you'll do

• Manage and maintain strong relationships with key clients (High Net Worth / Institutional Clients) to ensure high levels of satisfaction and long-term engagement.

• Design financial strategies, investment plans, and customized portfolio models aligned with clients’ financial goals.

• Monitor and analyze clients’ investment portfolios, providing recommendations for rebalancing in response to market conditions.

• Track and respond to changes in clients’ financial needs and circumstances, while keeping them informed about new and existing financial products and services.

• Expand the client base by developing relationships and offering suitable financial solutions.

• Coordinate with relevant departments, including marketing and client services, to achieve sales and revenue targets.

• Uphold professional ethics and provide financial advisory services in compliance with regulatory standards.

What we're looking for

• Bachelor’s degree or higher in Finance, Investment, Economics, Business Administration, or related fields.

• Minimum 2–5 years of experience in relationship management, investment advisory, or capital market–related fields.

• Possession of an Investment Consultant License or other relevant certifications (e.g., IC Complex, CFP, CFA) will be an advantage.

• Excellent communication, presentation, and negotiation skills.

• Positive attitude, client-oriented mindset, and strong teamwork skills.

• Prior experience in Relationship Management with solid knowledge of Mutual Funds and Structured Products will be highly valued. 

What you'll do

• Analyze and monitor TFEX market trends and factors affecting prices.
• Provide consultation and advice on trading strategies and techniques to clients and investment consultants.
• Develop and design investment strategies to support clients and investment consultants.
• Support the sales team with in-depth information, technical advice, and strategic recommendations.
• Share in-depth knowledge of TFEX products with team members and relevant stakeholders.
• Organize and support training sessions, seminars, and educational activities on TFEX for clients and investment consultants.

What we're looking for

• Bachelor's Degree in Finance, Business Administration, Economics, Statistics or related field.
• at least 2-3 proven experiences in the Derivatives Market.
• Possess knowledge, understanding, or expertise in the securities business, especially in the futures (derivatives) market.
• Have experience in business development or marketing within securities companies or financial institutions that offer derivative investment products.
• Able to explain and present technical information and communicate 

What you'll do

• Develop and Execute Marketing Plans - Create marketing strategies that integrate online and offline channels to support business goals and product campaigns.
  • Expected Result: Launch timely, targeted campaigns that contribute to brand growth and client acquisition.
• Coordinate Cross-Channel Campaigns - Manage digital marketing (e.g. social media, email, website) and offline efforts (e.g. events, print, POS) in sync with product and sales teams.
  • Expected Result: Ensure consistent messaging and stronger engagement across all client touchpoints.

• Produce and Manage Marketing Content - Develop promotional materials, campaign messages, and educational content tailored to financial products.

  Expected Result: Deliver compelling and compliant content that improves product understanding and drives action.

• Monitor Campaign Performance and Reporting - Track key performance metrics, analyze results, and recommend data-driven improvements.

  Expected Result: Improve ROI and effectiveness of marketing activities through continuous optimization.

• Ensure Brand and Regulatory Compliance - Work with compliance and product teams to ensure all materials meet brand guidelines and financial regulations.
  • Expected Result: Maintain high trust and zero compliance violations in all marketing communications.

What we're looking for

• Minimum of Bachelor’s Marketing or related fields.
• 5 Years in Marketing. Financial/Insurance fields will be a plus.
• Work rationally and creatively.

Tasks and Responsibilities

• Recommend the appropriate Investment products, i.e. equity, TFEX, fund, bond, structure note, etc. to high net worth clients according to each client's risk appetite.
• Monitor client's investment port performance and recommend the appropriate balance according to asset allocation direction.
• Follow up the market situation and factor that impact to market as well as provide data is always delivered.
• Monitor the process of investment transaction in order to ensure that smooth and accurate data is always delivered.
• Being a part of a team to create, design and plan the efficient and interesting investment product lines and asset allocation.
• Acquire new potential clients

 Education, Experience, and Licensing Requirements

• Bachelor 's degree in Finance, Economics, Accounting or a related field
• 0-5 years experience in a finance position and investment 
• IC Complex License , CFP  

Qualifications

• Outstanding interpersonal skills.
• Confident decision-making abilities.
• Analytical mind with good problem-solving skills.
• Excellent written and verbal communication skill both Thai/English.