Responsibilities :

• Work in contract with branch network and relationship managers (RM) to develop in-depth understanding and assessment of clients' needs in order to identify investment opportunities in timely action
• Responsible for analyzing macroeconomic and monitor investment environment to communicate an appropriate investment view recommendation for clients.
• Responsible coach branch network and arrange training / seminar to educate branches as well as providing mutual fund product features, investment knowledge, economic situations and strategies to staff
• Communicate with product team , Research team to support all data view CIMB Thai wealth advisory
• Recommend investment strategy that clients can use to achieve their financial goals and objectives, including specific recommendations such as Investment Theme , investment planning , etc.

Qualifications:

• Bachelor’s Degree or higher relate in Business Administration, Finance, Economics or any related
• Minimum 2-3 years’ work experiences an Investment Consultant or relevant experience
• Interest in investing in the Mutual Fund Product , Economic , Retire Planning
• Strong interpersonal skill, communication skill, self-motivated, presentation skills
• In-depth mutual fund product or analyze economic data
• Basic knowledge on Financial Planning, Wealth Products, Banking Business
• Single License is required
• AFPT and CFP is required

Remark: The Bank requires the verification of criminal records prior consideration for employment to ensure secured and maintain standards of the organization.