Investment Consultant

PI Securities Public Co., Ltd. (Bangkok, Bangkok City, Thailand)

Bangkok, Thailand

Pi Securities is the company behind the Pi Financial personal trading and investments App in Thailand.   Our vision is to empower retail traders and investors to achieve more in the financial markets. We are registered as broker member number 3 with the SET and are regulated by the SEC of Thailand. Under the Pi brand and our predecessor brands, we have a 40+ year track record of servicing the most active traders in our market, across equities, derivatives, and more.

Detail posisi

The Investment Consultant is responsible for working closely with clients to understand their investment goals and develop tailored strategies to meet those objectives.

Kewajiban

• Working with clients to identify their unique investment goals.
• Formulating investment strategies based on client goals.
• Issuing client documents, including monthly or yearly portfolio reports.
• Suggesting investment products based on client needs.
• Analyzing various markets and conducting research.
• Making adjustments to client investments over time, such as switching to a lower-risk investment as a client reaches retirement age.
• Communicating openly, consistently, and honestly with clients and always keeping them informed about changes to your investment strategy.

Kualifikasi

• Bachelor's degree in finance, accounting, economics, or a related discipline.
• Obtained IC license.
• Outstanding interpersonal skills.
• Excellent written and verbal communication skills.
• Confident decision-making abilities.
• Analytical mind with good problem-solving skills.