Investment Consultant (IS)

Investment Consultant role within the Investment Solutions Department of Kiatnakin Phatra Securities' Wealth Management business, which manages over 650 billion baht in client assets under advisory. The consultant provides customized investment solutions across onshore and offshore asset classes, partners with Financial Consultants to serve major clients, and works with the Wealth Management Investment Committee on product selection.

Candidates need a Bachelor's or Master's degree in Economics, Finance, or a related field, at least 5 years of financial industry experience, strong knowledge of financial services and products, and preferably offshore private banking exposure. The role also requires proven success meeting business targets, strong relationship management, and excellent 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