Job Description

• Engage with and support clients by providing professional investment advice tailored to meet their individual needs.
• Manage an existing client base in mutual funds and corporate bonds, achieve sales targets, and grow assets under management (AUM) as agreed.
• Provide personalized financial planning based on each client's financial status and assume responsibility for their financial well-being.
• Monitor and analyze investment data to protect clients interests, utilizing research and advice from the investment advisory team.
• Prepare and present performance reports for clients, including tailored financial management recommendations and suggestions on appropriate financial products.
• Build and maintain long-term relationships with clients, focusing on expanding the base of high-net-worth clients (HNWI).

Qualifications

• Bachelors or Masters degrees in marketing, finance, economics, or a related field.
• At least 2 years of experience in financial planning or investment advisory.
• Must hold an IC Plain or higher Investment Consultant license or an IP (Investment Planner) certification.
• Strong interpersonal skills with effective presentation and communication abilities.
• Strong consulting and problem-solving skills.
• Service-minded with high flexibility in work.

Salary Negotiable: THB.50,000 + commission

Location: BTS Line

Contact: Komsan (Au) - 0894545669