Financial Consultant

Kiatnakin Phatra Financial Group (Vadhana, Bangkok City, Thailand)

Bangkok, Thailand

The establishment of Kiatnakin Phatra Financial Group (KKP) brought together knowledge and experience of commercial banking and capital markets businesses. The group comprises of Kiatnakin Phatra Bank PLC, Kiatnakin Phatra Securities PLC, Kiatnakin Phatra Asset Management Co., Ltd., and KKP Dime Securities Co., Ltd. Our goal is to provide top-notch financial services while ensuring maximum benefits for customers, employees, and shareholders, and to contribute to the growth of the nation's financial markets and economy through our products and services, which encompass both money markets and capital markets. KKP is committed to fostering opportunities for success. Here, you will have the chance to learn, develop, and realize your full potential. We believe in providing fulfilling rewards, promoting a fun work environment, and being proud to make a positive impact on society.

About this position

KKP Wealth is a leader in Thailand’s private banking sector, delivering bespoke wealth management solutions to high-net-worth individuals and families. We seek dynamic and driven professionals to join our team of industry leaders who are passionate about redefining wealth management in Thailand.

Responsibilities

• Client Acquisition & Relationship Management: Build and manage a portfolio of high-net-worth clients, ensuring personalized service to meet their evolving needs.
• Tailored Advisory: Provide strategic investment advice across a range of asset classes, leveraging KKP’s global and local expertise.
• Family Wealth Planning: Work with specialists to deliver comprehensive family wealth planning solutions, including holding company structure, family governance, succession planning, family office setup, and more.
• Representing KKP Group: Collaborate with other businesses within the group to introduce relevant financial services for clients’ personal and business-related needs.
• Compliance & Risk Management: Ensure adherence to regulatory requirements and maintain high standards of risk management and ethical practices.

Requirements

• Experience: Minimum of 5 years in wealth management or a related financial advisory role.
• Client Focus: Proven ability to understand and address the unique needs of high-net-worth individuals and families.
• Financial Expertise: Strong knowledge of investment products, financial planning, and market trends.
• Entrepreneurial Mindset: A self-starter with excellent networking, business development, and problem-solving skills.
• Communication Skills: Exceptional interpersonal and presentation skills, with fluency in Thai and English.
• Certifications: Relevant financial licenses and certifications, such as CFA, CFP, or equivalent, are an advantage.