This rapidly expanding securities firm is looking for a talented Investment Specialist (x1 vacancy) in Thailand to take on a newly created role.

About the Investment Specialist Role:

The Investment Specialist is a part of ultra high net worth and family office department. The department provides highly personalised approach for long-term investment solutions for accredited investors across different asset classes and products for both onshore and offshore wealth management opportunities. This role offers provident fund and healthcare

Key Responsibilities:
• Recognise each ultra-high net worth and family office client’s investment objectives and provide customised long-term investment solutions to client across all asset classes
• Dedicated investment professional to comprehensively manage clients’ portfolios to deliver proactive investment actions for best-in-class investment solutions
• Expand existing investment product offerings to more diversified sources of returns to match... with clients’ needs (global equity, structured products, hedge funds, private equity, real assets, private companies, pre-IPO, etc.)
• Deliver one-stop service/discretionary mandate (private fund) for global investment portfolio where clients can delegate all investment decisions to investment professionals to create long-term superior risk-adjusted returns

To succeed in this role, you must have good understanding on financial investment products and always up to date in investment world

Key Requirements:
• High calibre Bachelor’s/Master’s degree in Finance, Economics, Business Administrations, or a related field
• Five years of relevant work experience in the financial industry
• Highly knowledgeable about financial services and products
• Experience in the global offshore private banks is highly preferred
• Excellent communication and interpersonal skills
• Strong organisational skills, self-motivated with ability to multi-task and work under pressure
• Pleasant personality with service-minded and good team player
• IC Complex, Fund Manager license is highly preferable
• CFA, CAIA Charter holder (or working towards) is highly preferable
• Excellent presentation skill in both Thai and English

This company is much more than financial services and is anything but traditional. They have the people and ethos to act with speed, innovation, enterprise, and creativity. The scope of the offer, the size of the business, the freedom and autonomy to drive your career forward all adds up to a great place to work

If you are driven, determined and want to take the next step in your career, this is the role for you.

Apply today.

Due to the high volume of applications, our team will only be in touch if your application is shortlisted.

Robert Walters Recruitment (Thailand) Limited
Recruitment License No.: น. 1188 / 2551
Bangkok Thailand

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