Current jobs related to Senior Investment Advisor - Pathum Wan, Bangkok - Finnomena Co., Ltd.

  • Investment Banking

    5 days ago

    Pathum Wan, Bangkok, Thailand The Borealis Advisory Co., Ltd. Full time

    Investment Banking – Senior Associate/AssociateThe Borealis Advisory Co., Ltd.We are seeking an experienced and highly analytical professional to join our investment banking team as a Senior Associate/Associate. This role involves supporting transaction execution, conducting financial analyses, and assisting in advising clients on strategic financial. The...

  • Senior Financial Analyst

    5 days ago

    Pathum Wan, Bangkok, Thailand Hotelbeds Services (Thailand) Ltd. Full time

    Working Location: Gaysorn Amarin Tower, BTS ChitlomWorking Hours: 5 days / week (Hybrid: 2 day from the office, 3 days from home)Job SummaryWe are seeking a detail-oriented and proactive Senior Finance Analyst to join our team. This role is responsible for managing accounts, analyzing them, supporting audits, and handling day to day issues successfully.Job...

  • Private Wealth Advisor

    5 days ago

    Pathum Wan, Bangkok, Thailand CIMB Thai Bank Full time

    Sales the Bank's retail products i.e. bancassurance, Mutual Fund, wealth productExpand and explore the new customers to the BankCross sale the Bank's productsMaintain and built relationship with preferred customerManages the strategic working relationships within internal and partnerQualifications:Bachelor's Degree or Higher in related fieldAt least 2 years...

  • AVP / Senior Manager, Safety (EH&S) One Bangkok - Wireless Road

    2 days ago

    Pathum Wan, Bangkok, Thailand Frasers Property Management Services (Thailand) Co., Ltd. Full time

    Key Responsibilities• Provide strategic leadership for the project's overall Safety and EH&S direction, ensuring all construction activities comply with Thai legal requirements and internationally recognized safety standards (e.g., ISO, WELL, LEED).• Develop, implement, and continuously improve the project-wide EH&S framework, including safety policies,...

  • HR Manager

    4 days ago

    Pathum Wan, Bangkok, Thailand Hakuhodo International (Thailand) Co., Ltd. Full time

    Key ResponsibilitiesPartner with senior management and department heads to provide strategic HR guidance aligned with business objectives.Act as a trusted advisor on organization structure, workforce planning, and talent management.Support leaders in performance management, goal setting, and performance improvement processes.Manage employee relations...

  • Project Development/Business Development Coordinator

    7 days ago

    Pathum Wan, Bangkok, Thailand Gulf Development Public Company Limited Full time

    The ideal candidate will be responsible for planning, coordinating, and implementing projects within the decided-upon budget, timeline, and scope. They will also effectively monitor and present project updates to relevant stakeholders, clients, or project team members.ResponsibilitiesProject Management: Overseeing the execution of project agreements and...

  • Talent Acquisition Lead

    1 week ago

    Pathum Wan, Bangkok, Thailand Gunkul Engineering Public Company Limited Full time

    Job Highlight :Talent Acquisition Lead is responsible for leading and driving end-to-end recruitment strategies to attract, hire, and retain top talent aligned with the organization's business goals. This role oversees talent acquisition operations, employer branding, workforce planning, and recruitment analytics while partnering closely with senior leaders...

  • Senior Manager, RSM

    2 hours ago

    Pathum Wan, Bangkok, Thailand Prudential Life Assurance (Thailand) Public Company Limited Full time

    Key Accountabilities:Represent PLT to responsible for sales targetParticipate in key strategic planning with RH and ZH to support salesTo be Team Lead to work with ZH for all communications about products and campaigns to achieve the sales target togetherDevelop and improve sales capabilities for bank staff with ZHFollow up and evaluate sales performance to...

  • Funding and Debt Specialist

    5 days ago

    Pathum Wan, Bangkok, Thailand Central Group (Supporting Unit) Full time

    Key ResponsibilitiesFunding & Hedging ManagementLead and arrange multi-currency fund-raising activities (short-term & long-term basis) with both local and international banking partners that match the right financing with financial requirements and comply with the Group sustainability policiesOversee derivatives transactions/portfolio and execute the hedging...

  • Head of AI

    5 days ago

    Pathum Wan, Bangkok, Thailand Private Advertiser Full time

    About the roleWe are looking for a Head of AI to define and drive our technology and AI vision while ensuring strong, hands-on execution. This role is both strategic and practical. You will set the long-term roadmap for AI-driven solutions and technology enablement, while also guiding engineering teams on delivery, standards, and capability building.As a...

Senior Investment Advisor

3 weeks ago

Pathum Wan, Bangkok, Thailand Finnomena Co., Ltd. Full time

Objectives of this role / About the job

Senior Investment advisors choose, manage and recommend investments for their clients. Investment advisors are regulated by either the state or the SEC depending on how much money they manage, versus other financial advisors who may not be regulated. Investment advisors may also offer services like retirement planning.

Responsibilities:

  • Collaborate in acquiring and leading client relationships, providing advice on a broad range of FINNOMENA investment portfolios/ products and services tailored to the sophisticated needs of affluent/ HNW clients.
  • Advise on leading investment product portfolios, tailored solutions and services supported by a holistic advisory approach for our clients.
  • Deliver superior service to our clients and seek opportunities to deliver cross-selling future investment opportunities.
  • Be knowledgeable and product expertise in developing solutions for clients in the creation, management and transfer of their wealth, you will work towards specific individual, team, as well as revenue targets.

Skills and experiences:

  • Outstanding personal and professional relationship within the affluent segment
  • Excellent client- and service -orientation as well as outstanding communication skills
  • Strong financial product knowledge and technical competence in the understanding, development, and delivery of holistic wealth planning solutions
  • Excellent presentation and interpersonal skills
  • Problem-solving attitude
  • Proven track record in client acquisition and management of wealth for clients is essential
  • Drive and motivation to work in a target oriented and high-performance culture
  • Committed and dedicated to maintaining the highest standards with respect to our risk and control culture and to meet company's policies and obligations

Preferred Qualifications:

  • Bachelor's or Master's degree in Finance, Accounting, Economics, or related field
  • License: IC Complex 2 License is required
  • At least 7 years of experience in wealth management is a must
  • Proficiency in English is preferable