1. Work in conjunction with relationship managers (RM) to develop in-depth understanding and assessment of clients's needs in order to identify investment opportunities in timely manner.
2. Constantly contract RM and the clients and inform them about the updates of their investment and up-to-date market situations
3. Recommend investment strategy that clients can use to achieve their financial goals and objectives, including specific recommendations such as cash management, insurance coverage, and investment planning
4. Coach and arrange training / seminar to educate branches as well as providing mutual fund product features, investment knowledge, economic situations and strategies to sale staffs
5. Develop sale tools & Sales materials to support sale staffs to give information and recommendation the appropriate investment & mutual fund products
6. Jointly design investment product with product team to fit with customer and sale staff's need
7. Implement sales plan and execute all selling activities to achieve Distribution/IFCs sales target.
8. Handle Distributors’ services including Funds' materials, Funds' information and update
1. Bachelor degree or higher relate field
2. Minimum 7 years work experiences a Investment Consultant or relevant experience
3. Ability to work collaboratively in a team environment
4. Proven experience with external clients and the ability to communicate effectively with a wide range of audiences
5. Strong interpersonal skill, communication skill, self motivated, problem solving and presentation skills
6. Good command in English both spoken and written
Opportunity for a Compelling Change For the Better
Why not? When it is refreshing enough!! From the country is largest asset-based and most secured property developer with the highest market share, to forming an integrated financial institution with top notch expertise in Time Deposit, Housing Loan, Factoring, Corporate
Be a part of this novelty where people are our prime assets and every path taken by you is full of growth and success opportunities.
No.1 Q House Lumpini, South Sathorn Road, Sathorn, Tungmahamak, Bangkok 10120