Investment Specialist

Key Responsibilities

1. Advisory & Portfolio Management

• Provide strategic investment advice across asset classes (equities, fixed income, funds, alternatives, structured products, etc.)
• Develop and implement tailored portfolio strategies based on clients’ goals, risk appetite, and market outlook
• Conduct portfolio reviews and performance monitoring for existing clients
• Support clients and bankers with rebalancing and tactical investment ideas

2. Market & Product Expertise

• Stay abreast of global and local market developments, macroeconomic trends, and investment products
• Prepare investment proposals, presentations, and commentaries to support sales and advisory efforts
• Collaborate with product specialists and research teams to deliver timely market insights

3. Relationship Management Support

• Partner with Relationship Managers / Private Bankers to deliver holistic investment solutions
• Attend client meetings to present investment strategies and portfolio recommendations

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Qualifications & Experience

• Bachelor’s or Master’s degree in Finance, Economics, Business Administration, or a related field
• Minimum 2 years of experience in investment advisory, wealth management, or financial markets
• Relevant professional certifications (e.g. CFA, CISA, CFP, or equivalent) preferred

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Skills & Competencies

• Excellent analytical and quantitative skills
• Strong presentation and communication skills, both verbal and written
• Proficiency in financial tools (e.g. Bloomberg, Morningstar, Excel, Power BI)
• Client-centric mindset with high professional integrity
• Ability to work under pressure and deliver results in a fast-moving market environment

หมายเหตุ: ตำแหน่งงานนี้จำเป็นต้องตรวจสอบประวัติอาชญากรรมของบุคคลก่อนพิจารณารับเข้าทำงาน เพื่อความปลอดภัยและรักษามาตรฐานขององค์กร

 Remark: This position requires a criminal record information check prior consideration for employment to ensure safety and maintain standards of the organization.