To empower clients to achieve their financial aspirations: Provide expert personalized investment advice across a diverge range of products, ensuring their portfolios are optimally aligned with their financial goals and risk tolerance.
To drive business growth and client acquisition: Proactively identify and cultivate new client relationships while deepening existing ones, contributing significantly to the firm's revenue objectives and market presence in Thailand's competitive investment landscape.
Key accountabilities:
Client-Centric Portfolio management: conduct in-depth financial needs analysis for clients, developing and implementing tailored investment strategies that encompass a broad spectrum of products to their unique objectives.
Market & Product Expertise: Maintain a deep understanding of global financial markets, economic trends, and a comprehensive knowledge of DBS Vickers product offering to provide timely and relevant investment recommendations.
Revenue Generation & Relationship Building: Actively acquire new high-net-worth and affluent clients, effectively cross selling appropriate investment products and nurturing long-term, trusted relationships to maximize client lifetime value.
Compliance & Risk management: Adhere strictly to all relevant laws and internal company policies, ensuring that all investment recommendations and client communications are conducted with the highest ethical standards, accompanied by full and transparent disclosure of risks.
Continuous Learning & Development: Proactively engage in ongoing professional development to enhance investment knowledge and maintain all necessary license and certifications.
Collaboration & Teamwork: Work collaboratively with internal teams, including research, trading, and operations, to ensure seamless execution of client mandated and deliver a superior client experience.
Qualifications:
Bachelor's degree in Finance, Economics, Business or related field.
At least 3-5 years of experience as an Investment Consultant or similar role within the financial industry.
Must possess an Investment Consultant License.
Good command of written and spoken English.
Excellent analytical, communication, and presentation skills.
