Tasks and Responsibilities

• Recommend the appropriate Investment products, i.e. equity, TFEX, fund, bond, structure note, etc. to high net worth clients according to each client's risk appetite.
• Monitor client's investment port performance and recommend the appropriate balance according to asset allocation direction.
• Follow up the market situation and factor that impact to market as well as provide data is always delivered.
• Monitor the process of investment transaction in order to ensure that smooth and accurate data is always delivered.
• Being a part of a team to create, design and plan the efficient and interesting investment product lines and asset allocation.
• Acquire new potential clients

 Education, Experience, and Licensing Requirements

• Bachelor 's degree in Finance, Economics, Accounting or a related field
• 0-5 years experience in a finance position and investment 
• IC Complex License , CFP  

Qualifications

• Outstanding interpersonal skills.
• Confident decision-making abilities.
• Analytical mind with good problem-solving skills.
• Excellent written and verbal communication skill both Thai/English.