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Private Wealth Management

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.

 Education, Experience, and Licensing Requirements

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

Qualifications / Skills:

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