Kiatnakin Phatra Securities Public Company Limited

Investment Advisor in Wealth Management (Senior Officer - Manager)

Kiatnakin Phatra Securities Public Company Limited
ลงประกาศเมื่อ 14 Jan 2021

Investment Advisor in Wealth Management (Senior Officer - Manager)

Kiatnakin Phatra Securities Public Company Limited


  • 2-years experience in the capital market
  • Highly developed relationship management skills
  • Demonstrated success in meeting business targets


Wealth management service for private clients is now one of the fastest-growing careers in the global financial industry due to increasing number of mass affluent and high net worth (HNW) population and hence demands for the service. Kiatnakin Phatra Securities has long been regarded as the leading wealth manager for HNW investors with total client asset under our advisory of over 574 billion baht. Recently, we have been named Thailand’s Best Private Bank 2012 by Finance Asia.

To extend our expertise and rich resources to capture more business in another segment, we are now recruiting a team of Investment Advisor (IA) for Mass Affluent investors, those with liquid invest able asset more than 2 million baht.

Investment Advisor is responsible to provide wealth management service to targeted clients who would benefit from our expertise in investment management and a superior wealth management platform.


  • Develop and maintain best relationship with clients, KYC and able to generate superior value added to client regarding to their distinct investment requirement.
  • Provide investment consultation to individual client by adopting asset allocation strategy and financial planning through variety of investment products ; Stock, Mutual Fund, Bond, Structure products, offshore investment
  • Maintain a proficient comprehensive on up-to-date investment environment, and able to transform into sales activities.
  • Accommodate transactions for both onshore and offshore products
  • Acquire new potential clients


  • Master or high caliber Bachelor’s degree in Finance, Accounting, Economics, Business Administration or related field
  • Minimum of 2-year experiences in capital market or Wealth management or related field
  • IC  License is a must, CFP is preferable
  • Excellent in interpersonal, communication, and presentation skills
  • Pleasant personality, Proactive , Goal-driven, and Self-motivated
  • Multitasking and Time management is highly required

We offers career development, and is committed to developing each employee to fulfill his/her potential.   Successful candidates can look forward to competitive remuneration package, fringe benefits and exciting career prospects.

Interested applicants: Please send your detailed resume and salary history to:

The Human Resources Department

Kiatnakin Phatra Securities Public Company Limited

8th Floor Human Resources Department,
Muang Thai-Phatra Office Tower 1,

252/6 Ratchadaphisek Rd.,Huay-Kwang, Bangkok 10310 

Contact Ms.Sirinapa at 0-2495-3463  

(Applications will be treated with strictly confidential)


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KIATNAKIN PHATRA SECURITIES PUBLIC COMPANY LIMITED is the leading securities and investment banking house in Thailand, providing fully integrated services comprising securities trading, investment banking, financial advisory, and research. Phatra is widely recognized locally and internationally for its excellence and commitment to the Thai capital market. Moreover, we are actively expanding our wealth management team to meet a growing demand from the market. To maintain our strong position, we seek well-qualified, ambitious and energetic candidates to join our team of experts. We currently have opening for challenging positions and invite you to participate in our continued legacy.