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.
