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    Wealth Advisor & IIC

    Hybrid
    Bangkok, Thailand
    Posted: August 27, 2024
    Position Details

    Responsibilities

    • Present and advise on financial matters, recommending and selling products in mutual funds and other financial products to investors
    • Develop and maintain good relationships with clients to create and retain a client base
    • Receive feedback from clients and provide advice to update and maintain investor information to keep it current and relevant


    Qualifications

    • Non-restricted bachelor's degree
    • Licensed investment advisor (Complex Securities 1 or 2)
    • Understanding of financial products in the market
    • Good interpersonal skills, communication skills, and ability to maintain good relationships with clients
    • Honest and committed to serving the best interests of investors
    • Prior experience as an investment advisor will be considered a plus



    Skills
    Investment Management Industry
    Wealth Management Services
    Securities
    Mutual Funds
    Private Banking

    Functions
    Accounting & Finance

    Job Overview

    Job Type:

    Hybrid


    Company

    BlueBell Securities logo

    BlueBell Securities

    4 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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