AVP, Investment Consultant Manager

Posted 10 Days Ago
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Hiring Remotely in Bangkok, Phra Nakhon, Bangkok, THA
Remote
Senior level
Fintech • Payments • Financial Services
The Role
Provide in-depth consultations and total-portfolio solutions for HNW/UHNW clients. Recommend suitable investment products, monitor portfolio performance, issue market-driven recommendations, and collaborate with teams to design asset allocation and investment strategies while cultivating strong client relationships.
Summary Generated by Built In

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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.

Skills Required

  • Bachelor's degree or higher in Finance, Accounting, Business Administration, Marketing, or related field
  • Minimum of 5 years direct experience in fund management, investment consultation, investment strategy, or investment product development (portfolio/fund management preferred)
  • License holder of IC Complex, IP, or fund manager license
  • CFA designation
  • Experience fostering relationships with HNW/UHNW clients and deep knowledge of financial markets, investment products, and economic trends
  • Strong analytical and problem-solving skills; ability to interpret complex financial data; excellent interpersonal and communication skills
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The Company
Bangkok,
5,094 Employees
Year Founded: 1906

What We Do

Siam Commercial Bank was established by royal charter on January 30, 1907 as the first Thai bank. During its more than 110 years in business, the Bank has played a leading role in providing the financial services needed in Thailand, developing deep expertise. Today, SCB is a leading universal bank, offering deposits and lending and a wide range of other products and services, to meet the needs of all customers. Our retail services include home loans, personal credit, car hire purchase, credit cards, ATM cards, debit cards, currency exchange facilities and overseas remittances as well as investment and insurance products. For corporate and SME customers, the Bank offers cash management-related services, lending products, international trade financing, treasury products, debt and capital market products, corporate advisory, investment banking and other services. Our services are backed by our extensive banking network and continual pursuit of technological innovation. In addition, the Bank's SCB Group includes three major subsidiaries that provide specialized financial services: SCB Securities, SCB Asset Management and SCB Life Assurance. Under the vision to serve as "The Most Admired Bank,” SCB has established a strategic plan called SCB Transformation, designed to dramatically upgrade the Bank's infrastructure and enhance its long-term competitiveness. This transformative plan responds to rapid change in the financial services industry, which is being reshaped by digital technology, regulatory change and new consumer behavior. Following this strategic plan's "Going Upside Down"​ approach, the Bank will transform its business model and thinking throughout its human resources, work processes, products and technology, enabling breakthrough performance and creating sustainable value for our customers and society

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