AVP, Investment Consultant Manager
On-siteBangkok, Bangkok, Thailand
Job Summary
AVP, Investment Consultant Manager conducts in-depth consultations and provides total portfolio solutions for HNW/UHNW clients, including highly sophisticated investors. Responsibilities include analyzing clients’ financial situations, offering tailored investment or funding recommendations (mutual funds, bonds, structured notes, and private assets), monitoring portfolio performance, and suggesting adjustments based on asset allocation and market conditions. The role requires staying updated on market factors, providing timely call-to-action recommendations, cultivating strong client relationships, and collaborating within a team to design efficient investment products, asset allocation, and investment strategies. Location-based requirements indicate in-person work in Bangkok, Thailand, with Thai language and regional banking context.
Required Qualifications
- 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
- License holders of IC Complex, IP, or fund manager license
- CFA will be a plus
- Experience in fostering relationships with HNW/UHNW clients
- Strong analytical and problem-solving skills, ability to interpret complex financial data
- Excellent interpersonal, communication, and creative problem-solving skills
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