Investment Consultant

The Investment Consultant is part of the Investment Solutions Department at Kiatnakin Phatra Securities Public Company Limited, a leading onshore wealth manager with over 650 billion baht in client assets under advisory. The role focuses on providing customized investment solutions across onshore and offshore asset classes to high net worth clients.

Responsibilities include collaborating with Financial Consultants to maintain major client relationships, working with the Wealth Management Investment Committee to select investment ideas and products, and monitoring the general investment solutions market. Candidates need a bachelor's or master's degree in Economics, Finance, or a related field, 5+ years of relevant financial industry experience, and strong relationship management and communication skills.

Provide investment solutions to clients across all asset classes including customized solutions

Collaborate closely with the Financial Consultant to develop and maintain relationship with major clients

Collaborate with the Wealth Management's Investment Committee to select investment ideas and products to offer to our clients

Monitor and analyze general investment solutions market landscape

High caliber Bachelor's/Master's degree in Economics, Finance, or a related field

5+ years of relevant experience in the financial industry

Highly knowledgeable about financial services and products

Experience in the global offshore private banks is highly preferred

Demonstrated success in meeting business targets with highly developed relationship management skills