Job Description

Our client is a provider of insights into the Thai stock market. through Quantitative Analysis to find insights that all investors and traders can fully utilize. which believe that products will answer all questions. and can make survive in the market sustainably as well as lead to success in trading

Responsibilities :

• Provide personalized investment solution and financial planning advice across all asset classes helping client to achieve their ultimate financial goals such as retirement planning, education planning, Insurance planning
• Plan, analyze, and assess investment need of customer in portfolio, together with recommend suitable investment solution to each client based on risk appetite and preference
• Build and maintain relationships with clients to ensure that clients needs are met
• Maintain a proficient comprehensive on up-to-date investment environment, and able to transform into sales activities
• Accommodate transactions of all available products on shelf
• Acquire new potential clients

Qualifications

• Minimum of 3-year experiences in capital market or Wealth management or related field
• Master or high caliber Bachelors degree in Finance, Accounting, Economics, Business Administration or related field
• Preferred CFP (Certified Financial Planner) or IP License
• Passionate about Financial Planning
• Solid understanding of investment concepts, either through course work or work experience
• Excellent in interpersonal, communication, and presentation skills
• Pleasant personality, Proactive, Goal-driven, and Self-motivated
• Multitasking and Time management is highly required