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Private Wealth

Krung Thai Asset Management (Sathon)
Bangkok, Thailand 🇹🇭
Krungthai Asset Management Public Company Limited is the only state-controlled securities firm in Thailand” It manages various types of assets including mutual and personal funds and offers asset management services to individuals, institutions, organizations and state enterprises. Also, it has had support of clients, investors and other stakeholders.

About this position

The Private Wealth Advisor is responsible for providing investment advice to clients, developing investment strategies, expanding client base, and monitoring market trends.

Responsibilities

• Provide investment advice to clients including personal funds and manage company investment funds
• Develop investment strategies and select funds that align with market conditions
• Monitor market trends and provide regular performance reports to clients
• Expand client base as per company goals
• Study and monitor investment business trends to plan marketing strategies

Requirements

• Bachelor's degree in Business Administration, Economics, Finance, Banking, Marketing, or related field
• Minimum 3 years of experience in financial institution/investment business
• Investment Consultant (IC) license required, Investment Planner (IP) license or client base experience is a plus
• Basic knowledge of investments, especially Asset Allocation
• Positive attitude and team player
• Strong communication and negotiation skills