Investment Counselor for Private Banking
5 hours ago
**RESPONSIBILITIES**
- Collaborate with Private Bankers to close complex productsales and overall financial portfolio planning for high needcustomers
- Supplement Private Bankers' client interactions with wide product technicalknowledge and economic trends / market trajectory understanding
- Help assess client's needs & expectations on financial portfolio
- Monitor client portfolio's for performance, appropriateness & opportunityand raise with Private Bankers for potential advisory/ sales to clients
- Prepare internal trainings to Private Bankers on relevantadvisory tools & complex financial products
- Comply with bank policies & procedures, code of conduct andall regulations / notices / guidelines issued by the Bank ofThailand and the Securities Commission of Thailand
**QUALIFICATION**
1. ป.ตรีขึ้นไป ทางด้านการเงิน การตลาด บริหารธุรกิจ เศรษฐศาสตร์ หรือสาขาวิชาอื่นๆ ที่เกี่ยวข้อง
2. มีความรู้และประสบการณ์ตรงทางด้านการวิเคราะห์การลงทุนและมีความรู้ด้านผลิตภัณฑ์ของธนาคาร หรือมีประสบการณ์ทำงานด้านการลงทุน/การบริหารกลยุทธ์กลุ่มลูกค้า Private Banking จำนวน 5 ปีขึ้นไป
3. มีคุณวุฒิ CFP และใบอนุญาตนายหน้าประกันชีวิต
**สถานที่ปฏิบัติงาน**: สำนักงานใหญ่สีลม
**สามารถสอบถามข้อมุูลเพิ่มเติมได้ที่ คุณมุกดา**โทร.02-6857853 หรือ 081-985-4447
**Code**: SSM/MTP
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