Job SummaryWealth Management has become one of the fastest-growing areas in the global financial industry due to the increasing number of high net worth population and hence demands for the service. Kiatnakin Phatra Securities is a leading onshore wealth manager with a total clients' asset under advisory of over 900 billion baht.Investment Product Specialist is part of the Investment Solutions Department. The department provides expertise in customized solutions for client investment across different asset classes and products for both onshore and offshore investment. The team's coverage is divided among Investment Product Specialists who each covers an asset class namely Equity, Fixed Income, and Alternatives.Role and Responsibilities / หน้าที่ความรับผิดชอบ
Oversee and responsible for all aspects of the asset class business in the Wealth Management including product selection, product offering, sales, internal training, and external meetings with clients
Serve as the primary point of contact for both onshore and offshore asset managers
Produce sales note on product recommendation on both strategic and tactical ideas
Collaborate with the Wealth Management's Investment Committee to select investment ideas and products to offer to our clients
Source products to serve client investment solutions
Monitor and analyze market landscape
Qualifications / คุณสมบัติ
High caliber Bachelor's/Master's degree in Economics, Finance, or a related field
3+ years of relevant experience in the financial industry
Highly knowledgeable about financial services and financial products
Demonstrate strong organizational and co-ordination skills
Demonstrated success in meeting business targets
Ability to adapt quickly and successfully in a dynamic business environment
Excellent communication in both Thai and English language
Mature and self-confident
Specific knowledge and skill / ความรู้เฉพาะตำแหน่ง
