Senior Investment Advisor

Senior Investment Advisor

Location: Bangkok (Hybrid)
Industry: Investment Advisory

About the Role:
As a Senior Investment Advisor, you will play a pivotal role in selecting, managing, and recommending investments tailored to the sophisticated needs of affluent and high-net-worth clients. Your expertise will be essential in delivering comprehensive investment strategies, retirement planning, and other wealth management services, guided by either state or SEC regulations.

Key Responsibilities:

• Cultivate and manage client relationships, providing expert advice on a diverse range of investment portfolios and products.
• Develop and recommend tailored investment solutions and services through a holistic advisory approach.
• Deliver exceptional service and identify cross-selling opportunities to enhance client investment strategies.
• Maintain deep product knowledge and expertise to create, manage, and transfer client wealth effectively.
• Achieve individual, team, and revenue targets through strategic client management.

Skills and Experience:

• Proven ability to build and maintain strong relationships within the affluent client segment.
• Exceptional client service orientation and communication skills.
• Extensive knowledge of financial products and technical skills in wealth planning solutions.
• Strong presentation and interpersonal skills.
• Demonstrated problem-solving capabilities and a track record in client acquisition and wealth management.
• Motivated to excel in a target-driven, high-performance environment.
• Commitment to upholding the highest standards of risk management and compliance with company policies.

Preferred Qualifications:

• Bachelors or Masters degree in Finance, Accounting, Economics, or a related field.
• IC Complex 2 License required.
• Minimum of 7 years of experience in wealth management.
• Proficiency in English is advantageous.

Apply now to join a dynamic team in the investment advisory sector and help shape the future of wealth management.