Investment Advisor (Mass Affluent)

About the Company

Kiatnakin Phatra Securities PCL (KKPS) is one of the leading providers of wealth management services in Thailand. With our holistic financial advice along with superior digital investment platform, we help clients to achieve their financial goals in a way that aligns with their long-term objectives and values.

To extend our expertise and rich resources to capture fast-growing business of Mass Affluent Wealth management, Investment Advisor (IA) is responsible for providing comprehensive financial planning and personalized wealth management services to clients with investable assets of 10 million baht or more.

Responsibilities

• Build and maintain relationships with clients to ensure that clients’ needs are met.
• 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.
• Manage and monitor client‘s portfolio through variety of investment products; Stock, mutual fund, bond, deposit, structured product, offshore investment, and insurance.
• 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

• Master or high caliber Bachelor’s degree in Finance, Accounting, Economics, Business Administration or related field.
• Minimum of 3-year experiences in capital market or Wealth management or related field.
• IC Complex 1 License is a must, IP License is preferable.
• Passionate about Financial Planning.
• Possession of CFP, AFPT, or equivalent qualification would be advantage.
• Excellent in interpersonal, communication, and presentation skills.
• Pleasant personality, Proactive, Goal-driven, and Self-motivated.
• Multitasking and Time management is highly required.

Additional Information

*This position requires a criminal background check.