Senior Investment Advisor

Our client, a leading player in the financial services industry, is seeking a Senior Investment Advisor to join their dynamic team. This role offers an exciting opportunity to provide expert advice on a broad range of investment portfolios and services tailored to affluent/high net worth clients. The successful candidate will be part of a collaborative work environment where excellence is encouraged.

What you'll do:

As a Senior Investment Advisor, your role will be pivotal in providing expert advice on a wide array of investment portfolios and services. You will collaborate with your team to acquire and lead client relationships, delivering superior service while identifying opportunities for cross-selling future investment opportunities. Your expertise will be crucial in developing tailored solutions for clients in the creation, management, and transfer of their wealth. Working towards specific individual, team, and revenue targets will be an integral part of your role.

• Collaborate in acquiring and leading client relationships
• Provide advice on a broad range of investment portfolios/products and services tailored to the sophisticated needs of affluent/high net worth clients
• Advise on leading investment product portfolios, tailored solutions, and services supported by a holistic advisory approach
• Deliver superior service to our clients and seek opportunities to deliver cross-selling future investment opportunities
• Develop solutions for clients in the creation, management, and transfer of their wealth
• Work towards specific individual, team, as well as revenue targets

What you bring:

The ideal candidate for this Senior Investment Advisor position will bring a strong educational background in Business Administration, Finance, Accounting, Economics or a related field. You should have an outstanding personal and professional relationship within the affluent segment. Your excellent client-service orientation coupled with outstanding communication skills will be key to your success. A strong understanding of financial products along with technical competence in developing holistic wealth planning solutions is required. Your excellent presentation skills coupled with a problem-solving attitude will set you apart. A proven track record in client acquisition and managing wealth for clients is essential.

• Bachelor’s degree or higher, in Business Administration, Finance, Accounting, Economics, or related field
• Outstanding personal and professional relationship within the affluent segment
• Excellent client- and service-orientation as well as outstanding communication skills
• Strong financial product knowledge and technical competence in the understanding, development, and delivery of holistic wealth planning solutions
• Excellent presentation and interpersonal skills
• Problem-solving attitude
• Proven track record in client acquisition and management of wealth for clients is essential
• Drive and motivation to work in a target-oriented and high-performance culture

What sets this company apart:

Our client is known for their innovative approach to wealth management. They offer a dynamic work environment where collaboration is not just encouraged but is at the heart of their operations. They believe in delivering excellence in all they do and provide their employees with the opportunity to work with affluent/high net worth clients, offering a unique chance to develop and grow within the industry.

What's next:

Ready to take the next step in your career? Apply now!

Apply today by clicking on the link. Please note that only shortlisted candidates will be contacted.

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