5 ก.พ. 2569
Develop and maintain strong, trust-based relationships with high-net-worth clients.
Act as the primary point of contact for clients, ensuring their needs and preferences are understood and addressed.
Conduct regular meetings and portfolio reviews with clients to assess their financial goals and adjust strategies as needed.
Provide expert advice on a wide range of securities and investment products, ensuring recommendations align with clients' financial objectives and risk tolerance.
Stay informed about market trends, economic changes, and new investment opportunities to provide timely and relevant advice.
Prepare and present detailed financial plans and investment proposals to clients.
Oversee the management of client portfolios, ensuring investments are aligned with their goals and risk profiles.
Monitor portfolio performance and make necessary adjustments based on market conditions and client feedback.
Conduct in-depth portfolio reviews and analysis to optimize returns and manage risk.
Bachelor's degree in Finance, Economics, Business Administration, or related field.
Minimum of 5 years of experience in the brokerage or financial services industry, with a focus on high-net-worth clients.
In-depth knowledge of investment products, financial markets, and regulatory requirements.
Strong communication, interpersonal, and relationship-building skills.
Proven ability to provide strategic financial advice and manage investment portfolios.
Proficiency in financial analysis software and CRM systems.
High level of integrity, professionalism, and client-centric approach.
Certified Financial is preferred.