5 ก.พ. 2569
Advise both individual and retail clients on equity investments, market trends, and portfolio strategies.
Build and maintain strong relationships with clients to understand their financial goals, risk tolerance, and investment objectives.
Present relevant market research, investment opportunities, and insights to clients, ensuring they are informed about potential risks and rewards.
Address client trading strategies and needs, offering guidance on order execution, portfolio rebalancing, and market timing.
Collaborate with internal research teams and analysts to deliver up-to-date market intelligence and actionable investment ideas.
Ensure compliance with all regulatory requirements and firm policies while providing investment recommendations.
Maintain detailed records of client interactions and investment activities to support transparency and accountability.
Continuously stay updated on market movements, financial products, and industry developments to enhance advisory capabilities.
Bachelor’s or Master’s degree in Finance, Investment, Economics, Business Administration, or a related field.
Professional certifications such as Securities licenses
0–5 years of experience in investment consulting, wealth management, or brokerage services.
Proven track record in advising retail and individual investors on equity investments.
Experience in portfolio management, market research, and financial analysis.
Strong understanding of equity markets, trading strategies, portfolio management, and risk assessment.
Ability to interpret financial reports, analyze market trends, and provide actionable investment recommendations.
Excellent interpersonal skills to build trust and maintain long-term client relationships.
Ability to explain complex financial concepts in a clear and persuasive manner.