- ปริญญาตรีขึ้นไป สาขาบริหารธุรกิจ บัญชี การเงิน
- ประสบการณ์นำเสนอผลิตภัณฑ์ให้ลูกค้า High Net Worth
- มีใบอนุญาตผู้แนะนำการลงทุน (IC Complex/CFP)
Searches related to wealth advisor jobs
1-30 of 31 jobs
Investment Advisor in Wealth Management (Senior Officer - AVP)
Kiatnakin Phatra Securities Public Company Limited- 2-years experience in the capital market
- Highly developed relationship management skills
- Demonstrated success in meeting business targets
Private Wealth Advisor (PWA)/ที่ปรึกษาลูกค้าธนบดี
TMBThanachart Bank or ttb / ทีเอ็มบีธนชาต หรือ ทีทีบี- Financial advisor to Upper Affluent customer
- Prof. manage the customer’s financial portfolio
- IC, Life and Non Life Insurance Broker License
- Master or Bachelor degree in Accounting, Finance
- 5-10 years experience of wealth/financial advisory
- License required : CFP, IC complex,Life Insurance
- Build customer’s wealth
- Offer professional financial advice
- Financial strategies plan or investment plan
- Hybrid Workplace
- Private Wealth and Private Bank segments
- IC Complex 1 or IP License is required
- Investment advisory, Relationship Management
- Professional financial advisory
- IC, LIB, Unit Link and NIB licenses
- Develop the best quality of FA to reach
- Provide ongoing consultation and support to Wealth
- Maintain team profitability by managing
Administrative Officer (Investment Advisor Support)
Kiatnakin Phatra Securities Public Company Limited- Support Investment Advisor
- Operational processes such as account opening
- New graduated are welcome
- Wealth Product Platform Development
- Product innovation, System enhancement, Digital
- New wealth management system
- 3 years of experience in Unit Link or investment
- Increase number of IC agent
- Having IC License
- Managing relationship with existing wealth clients
- Acquiring new potential wealth clients
- Plan, analyze, and assess needs of customers
- Building and managing relationships with custome
- A proven knowledge of financial markets
- Thai and English language preferred.
Finance and wealth management (VP Level)/Finance and wealth management (VP Level)
CXC Global (Thailand) Company Limited- Hybrid Work
- CFA certification and SAP, ICO are advantages
- Wealth management
- แผนรับรองเงินเดือน โบนัส ท่องเที่ยวต่างประเทศ
- กลุ่มคนรุ่นใหม่ไฟแรง New Gen to be FA
- การทำงานที่ยืดหยุ่นและเรียนรู้สิ่งใหม่ๆตลอดเวลา
- 2-5 year experience in TFEX/Block Trade/SBL
- Possess at least IC Plain license is a must.
- Good command in English.
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