Investment Specialist

1 week ago

Bangkok, Bangkok, Thailand KASIKORNBANK PUBLIC COMPANY LIMITED Full time

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

Qualifications & Experience

  • Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related field
  • Minimum 3–5 years of experience in investment advisory, wealth management, or financial markets
  • Relevant professional certifications (e.g. CFA, CISA, CFP, or equivalent) preferred

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.

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