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Open nowFirst seen 4 days ago

Senior Investment Advisor

ADI Group851 open roles

Where
Bangkok, Bangkok, Thailand
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Your applicationOpen nowSenior Investment AdvisorADI Group · Bangkok, Bangkok, Thailand

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on ADI Group's own form.

The reply lands in your private mailbox

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 57.8%60 days
This job: first seen 4 days ago

The posting

Senior Investment Advisor

Location: Bangkok (Hybrid) Industry: Investment Advisory

About the Role: As a Senior Investment Advisor, you will play a pivotal role in selecting, managing, and recommending investments tailored to the sophisticated needs of affluent and high-net-worth clients. Your expertise will be essential in delivering comprehensive investment strategies, retirement planning, and other wealth management services, guided by either state or SEC regulations.

Key Responsibilities:

  • Cultivate and manage client relationships, providing expert advice on a diverse range of investment portfolios and products.
  • Develop and recommend tailored investment solutions and services through a holistic advisory approach.
  • Deliver exceptional service and identify cross-selling opportunities to enhance client investment strategies.
  • Maintain deep product knowledge and expertise to create, manage, and transfer client wealth effectively.
  • Achieve individual, team, and revenue targets through strategic client management.

Skills and Experience:

  • Proven ability to build and maintain strong relationships within the affluent client segment.
  • Exceptional client service orientation and communication skills.
  • Extensive knowledge of financial products and technical skills in wealth planning solutions.
  • Strong presentation and interpersonal skills.
  • Demonstrated problem-solving capabilities and a track record in client acquisition and wealth management.
  • Motivated to excel in a target-driven, high-performance environment.
  • Commitment to upholding the highest standards of risk management and compliance with company policies.

Preferred Qualifications:

  • Bachelors or Masters degree in Finance, Accounting, Economics, or a related field.
  • IC Complex 2 License required.
  • Minimum of 7 years of experience in wealth management.
  • Proficiency in English is advantageous.

Apply now to join a dynamic team in the investment advisory sector and help shape the future of wealth management.

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