About the role
You are the product specialist for our mutual funds — the person our advisory and front
office teams come to for fund views and the material they need to serve clients well. Most of
your time sits with mutual funds and investment solutions. Alongside that, you assist the
Intelligent Portfolios franchise and write the educational content that reaches retail
investors.
Mutual funds and investment solutions
- Screen, diligence, and monitor the mutual funds on our shelf, and help maintain the
recommended fund list.
- Prepare fund material: one-pagers, comparison sheets, briefing notes, and campaign
Q&A.
- Package funds into solutions the advisory teams can bring to clients, and support new
product launches.
- Work with our asset management partners on fund reviews and roadshows.
Advisory support
- Answer questions from across the business on funds and portfolios — mechanics, positioning, performance, and how to frame a recommendation for a client.
- Write regular briefings that turn house and market research into clear talking points.
Intelligent Portfolios
- Assist on the discretionary mandates and Guru model portfolios — research input,
rebalancing preparation, and model updates.
- Write the portfolio literature: performance reports, rebalancing notes, and committee material.
- Keep portfolio data accurate and changes correctly reflected across our channels.
Investor education and coordination
- Write Thai-language educational content for retail investors — articles, social content, and webinar material.
- Coordinate with the front office and Client Services on product rollout, fund data, and client reporting.
Qualification
- Bachelor's degree in Finance, Economics, Engineering, Business, or a related field.
- 1–3 years experience in wealth product, investment advisory, asset management, or a
related role. Strong graduates with relevant internships are welcome to apply.
- Working knowledge of mutual funds and the Thai fund landscape.
- Thai SEC Investment Consultant licence (IC Plain minimum, or obtainable within the probation period).
- Strong written Thai and English, and solid Excel.
- Nice to have: CFA/CAIA/FRM progress, exposure to model portfolios, Bloomberg or
Morningstar, Python.
