Wealth Manager

7 days ago

Sathon Bangkok City, Thailand TISCO Financial Group Full time

Overview

TISCO Wealth Advisory is seeking a highly skilled professional to join our team as an Investment Strategist & Investment Consultant. This role combines in-depth global macro and investment strategy expertise with high-quality financial advisory for high-net-worth clients. The ideal candidate is analytical, client-focused, and passionate about driving holistic wealth solutions that align with TISCO's leadership in trusted advisory.

  • Provide holistic wealth advisory and personalized financial solutions to high-net-worth clients across investment, insurance, risk management, and long-term wealth planning.
  • Build and strengthen long-term client relationships in collaboration with Relationship Managers across branches and head office channels.
  • Present tailored portfolio recommendations aligned with client needs, risk tolerance, and market conditions.
  • Analyze domestic and global market trends to form investment perspectives and support strategic asset allocation decisions.
  • Evaluate investment and fund products—including TISCO Asset Management and external offerings—to identify suitable opportunities for clients.
  • Collaborate with the TISCO Economic Strategy Unit and internal investment teams to translate house views into actionable advisory ideas.
  • Produce client-facing insights, presentations, or articles when necessary to enhance client understanding and engagement.
  • Contribute to new product development or business initiatives with internal partners and financial product providers.

Qualifications

  • Bachelor's or Master's degree in Finance, Economics, Accounting, or related fields.
  • Minimum of 5 years of experience in the financial or investment industry, with a proven track record in achieving business or advisory goals.
  • Strong knowledge in macroeconomics, fundamental analysis, asset allocation, and fund selection.
  • Exceptional relationship management skills, with experience serving high-net-worth clients preferred.
  • Excellent communication and presentation skills in both Thai and English.
  • Mature, confident, and capable of making sound analytical judgments.
  • IC License required.
  • Additional credentials such as CFP, CFA, CISA, or Insurance Licenses are advantageous.
  • Proficiency in Excel, Bloomberg, Morningstar, and other investment research tools.

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