Investment Specialist - Kasikornbank Public Co.,Ltd.

1. Advisory & Portfolio Management

• Provide strategic investment advice across asset classes (equities, fixed income, funds, alternatives, structured products, etc.).

• Develop and implement tailored portfolio strategies based on clients’ goals, risk appetite, and market outlook.

• Conduct portfolio reviews and performance monitoring for existing clients.

• Support clients and bankers with rebalancing and tactical investment ideas.

2. Market & Product Expertise

• Stay abreast of global and local market developments, macroeconomic trends, and investment products.

• Prepare investment proposals, presentations, and commentaries to support sales and advisory efforts.

• Collaborate with product specialists and research teams to deliver timely market insights.

3. Relationship Management Support

• Partner with Relationship Managers / Private Bankers to deliver holistic investment solutions.

• Attend client meetings to present investment strategies and portfolio recommendations.

• Bachelor’s or Master’s degree in Finance, Economics, Business Administration, or a related field

• Minimum 2 years of experience in investment advisory, wealth management, or financial markets

• Relevant professional certifications (e.g. CFA, CISA, CFP, or equivalent) preferred

Skills & Competencies

• Excellent analytical and quantitative skills

• Strong presentation and communication skills, both verbal and written

• Proficiency in financial tools (e.g. Bloomberg, Morningstar, Excel, Power BI)

• Client-centric mindset with high professional integrity

• Ability to work under pressure and deliver results in a fast-moving market environment

หมายเหตุ: ตำแหน่งงานนี้จำเป็นต้องตรวจสอบประวัติอาชญากรรมของบุคคลก่อนพิจารณารับเข้าทำงาน เพื่อความปลอดภัยและรักษามาตรฐานขององค์กร

 Remark: This position requires a criminal record information check prior consideration for employment to ensure safety and maintain standards of the organization.

Vision

KASIKORNBANK aims to be the most innovative, proactive, and customer centric financial institution, delivering world class financial services and sustainable value to stakeholders by harmoniously combining technology and talent.

Purpose

We commit to driving sustainable prosperity by elevating and unleashing the full potential of every life and business we touch. Through trusted and innovative financial solutions, delivered with heart, we empower success that transforms lives and uplifts our beloved nation, Thailand.

We don't just serve Thailand; we are building the future of ASEAN+3. And we believe that begins with our people.