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.

KGI Securities (Thailand) is one of the leading securities firms in Thailand and provides a full range of services such as equity broking (a member of the Stock Exchange of Thailand with broker seat no. 13), investment and financial advisory, securities underwriting, securities registrar, selling of mutual funds, securities borrowing and lending, and OTC derivative and Futures business.