Associate Investment Advisor
4 days ago
วันที่: 16 ก.พ. 2566- ตำแหน่งที่ตั้ง: กรุงเทพมหานคร, ไทย- บริษัท: บริษัทหลักทรัพย์ เกียรตินาคินภัทร จำกัด (มหาชน)**Job Summary**:
Kiatnakin Phatra Securities PCL (KKPS) is one of the leading providers of wealth management services in Thailand. With our holistic financial advice along with superior digital investment platform, we help clients to achieve their financial goals in a way that aligns with their long-term objectives and values. Our 6 months intensive training program aim to prepare you to become an ideal investment advisor. We will walk you through well-rounded curriculum combining investment knowledge, financial planning, and client relationship management skills. At the end, you will learn the art of delivering comprehensive financial planning advice to client.
**Role and Responsibilities / หน้าที่ความรับผิดชอบ**:
- Provide personalized investment solution and financial planning advice across all asset classes helping client to achieve their ultimate financial goals such as retirement planning, education planning, Insurance planning.
- Build and maintain relationships with clients to ensure that clients’ needs are met.
- Manage and monitor client’s portfolio through asset allocation philosophy.
**Qualifications / คุณสมบัติ**:
- Bachelor’s degree in finance, Business, Management, Economics, or related fields
- New graduates are welcome.
- Passionate about Investment and Financial Planning
- Experience in Capital Market or Financial Services is a plus.
- Have interpersonal skills, keen to forge long term relationship with client.
- Excellent communication skills
- Mature and self-motivated
**Specific knowledge and skill / ความรู้เฉพาะตำแหน่ง**:
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