AVP, Investment Consultant Manager

About the role

สมัครโปรดคลิกที่ปุ่ม "Apply" If you are an active SCB employee, please apply through Workday by searching "Find Jobs". If this is your first time applying you will need to create a candidate account when you click on apply. Job Description Conduct in-depth consultations and provide total portfolio solutions for HNW/UHNW clients, including highly sophisticated investors as well as analyze clients' financial situations and offer tailored investment or funding recommendations Recommend suitable investment products, such as mutual funds, bonds, structured notes, and private assets, based on each client's risk appetite Monitor client investment portfolio performance and recommend appropriate adjustments according to asset allocation Stay updated on market conditions and factors that impact the market, provide timely call-to-action recommendations to clients Cultivate strong client relationships, fostering trust and confidence in investment expertise, and collaborate within a team to design efficient and suitable investment products, asset allocation, and investment strategies Qualification: Bachelor's degree or higher in Finance, Accounting, Business Administration, Marketing, or related fields Minimum of 5 years of direct experience in fund management, investment consultation, investment strategy, investment product development, with preference for portfolio management, fund management, or investment strategy experience License holders of IC Complex, IP, or fund manager license. CFA will be a plus Experiences in fostering relationships with HNW/UHNW clients and in-depth knowledge of financial markets, investment products, and economic trends Strong analytical and problem-solving skills, ability to interpret complex financial data, along with excellent interpersonal, communication, and creative problem-solving skills We're committed to bringing passion and customer focus to the business. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.

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Company Intel

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