Institutional Portfolio Solutions Wealth Management

Institutional Portfolio Solutions

Wealth Management Group, Kiatnakin Phatra Securities PLC

Job Summary:

Investment Portfolio Solutions is part of the Institutional Business Team, providing expertise in designing tailored investment solutions for institutional clients with complex objectives and constraintssuch as endowments and foundations, insurance companies, and corporates.

The Institutional Business Team operates within Wealth Management at Kiatnakin Phatra Securities, a leading onshore wealth manager overseeing more than 900 billion baht in client assets across both traditional and alternative investments.

Primary Responsibilities:

• Design tailored investment solutions across global asset classes.
• Collaborate with the Financial Consultant to strengthen client relationships
• Drive business growth by creating customized pitchbooks, preparing insightful reports, and delivering timely responses to client inquiries.
• Conduct portfolio analysis for prospects and provide investment recommendations that enhance portfolio characteristics.
• Research and develop proprietary tools for Strategic Asset Allocation (SAA) and portfolio analytics.

Qualifications:

• High caliber Bachelor's/Master's degree in Economics, Finance, or a related field.
• Minimum 3 years in financial services; experience in offshore private banking or investment management is an advantage.
• Strong knowledge of global markets and investment products.
• Analytical mindset, detail-oriented, and intellectually curious.
• Exceptional communication and relationship-building skills.
• Python proficiency is an advantage but not required.