5 ก.พ. 2569
Build and maintain strong, long-term client relationships through proactive communication and advisory services.
Manage client accounts and develop tailored financial strategies in collaboration with investment strategists.
Provide insights on economic trends and financial market movements, advising clients on their portfolio impact.
Assess economic, financial, and market conditions to recommend portfolio adjustments.
Offer investment solutions across various asset classes, including customized investment strategies.
Work closely with the wealth management investment committee to evaluate and select suitable investment products.
Continuously monitor and analyze the investment solutions landscape to identify new opportunities.
Bachelor's or Master’s degree in Finance, Investment, Economics, or a related field.
Certifications such as CFA, CFP, or SEC investment licenses are benefit.
Experience in investment advisory, portfolio management, or wealth management.
Strong understanding of financial markets, asset allocation, and investment products.
Excellent analytical, communication, and relationship management skills.