Investment Advisor

หน้าที่ความรับผิดชอบ

• 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.

คุณสมบัติ

• 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.

สนใจติดต่อ [email protected]