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    Financial Consultant

    Hybrid
    , Thailand
    Posted: February 9, 2025
    Position Details

    Responsibilities :


    • Client Acquisition & Relationship Management: Build and manage a portfolio of high-net-worth clients, ensuring personalized service to meet their evolving needs.
    • Tailored Advisory: Provide strategic investment advice across a range of asset classes, leveraging KKP’s global and local expertise
    • Family Wealth Planning: Work with specialists to deliver comprehensive family wealth planning solutions, including holding company structure, family governance, succession planning, family office setup, and more.
    • Representing KKP Group: Collaborate with other businesses within the group to introduce relevant financial services for clients’ personal and business-related needs.
    • Compliance & Risk Management: Ensure adherence to regulatory requirements and maintain high standards of risk management and ethical practices.


    Qualifications :

    • Experience: Minimum of 5 years in wealth management or a related financial advisory role.
    • Client Focus: Proven ability to understand and address the unique needs of high-net-worth individuals and families.
    • Financial Expertise: Strong knowledge of investment products, financial planning, and market trends.
    • Entrepreneurial Mindset: A self-starter with excellent networking, business development, and problem-solving skills.
    • Communication Skills: Exceptional interpersonal and presentation skills, with fluency in Thai and English.
    • Certifications: Relevant financial licenses and certifications, such as CFA, CFP, or equivalent, are an advantage.



    Skills
    Consultations
    Wealth Management

    Functions
    Project & Product Management

    Job Overview

    Job Type:

    Hybrid


    Company

    Kiatnakin Bank logo

    Kiatnakin Bank

    104 active jobs

    Industry:

    Banking & Finance

    Ready to Apply?

    Submit your application now and take the next step in your career journey.

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