Investment Consultant (Hat Yai) - บริษัท หลักทรัพย์ เคจีไอ (ประเทศไทย) จำกัด (มหาชน)

• Provide investment recommendations and financial market insights to clients.
• Promote and offer investment products and services that align with clients' objectives and risk profiles.
• Build and maintain strong relationships with existing and prospective clients.
• Monitor market trends, economic developments, and investment opportunities.
• Assist clients in portfolio reviews and investment planning.
• Ensure all investment advisory activities comply with regulatory requirements and internal policies.
• Prepare investment presentations, reports, and client communications.
• Collaborate with internal departments to deliver excellent client service.
• Achieve assigned business and revenue targets.

• Bachelor's degree in Finance, Economics, Business Administration, Accounting, or related fields.
• Minimum 2-5 years of experience in investment advisory, wealth management, securities business, banking, or related financial services.
• Strong knowledge of capital markets, investment products, and portfolio management.
• Excellent communication, presentation, and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Proficiency in Microsoft Office applications.
• Good command of English, both written and spoken.

Preferred Qualifications

• Possession of relevant securities industry licenses or capital market certifications will be considered an advantage and may receive preferential consideration during the selection process.
• Experience in client relationship management within the securities or financial services industry.
• Existing network of high-net-worth or institutional clients is a plus.