Senior Investment Advisor

A prestigious financial institution in Bangkok is seeking a Senior Investment Advisor to join their accomplished team. This is an exceptional opportunity for you to leverage your expertise in wealth management and investment advisory, working with affluent and high net worth clients who expect the highest standards of service. The organisation is renowned for its collaborative culture, commitment to excellence, and forward-thinking approach to financial solutions. You will benefit from flexible working opportunities, generous pension contributions, and ongoing training opportunities that support your professional development. If you are passionate about building meaningful client relationships and delivering tailored investment strategies, this role offers the perfect platform for you to thrive.

What you'll do:

As a Senior Investment Advisor based in Bangkok, you will play a pivotal role in guiding affluent clients through the complexities of wealth management. Your day-to-day responsibilities will involve providing expert advice on diverse investment portfolios and crafting personalised strategies that address both immediate needs and long-term ambitions. By drawing upon your extensive experience in client acquisition and relationship management, you will help clients navigate market opportunities while ensuring their assets are managed prudently. Success in this position requires a genuine passion for helping others achieve financial security, an ability to communicate complex concepts clearly, and a commitment to maintaining the highest standards of professionalism. You will be empowered to make a real difference in your clients’ lives while enjoying the support of a knowledgeable team dedicated to shared success.

• Collaborate effectively in acquiring new client relationships while nurturing existing ones within the affluent and high net worth segments.
• Provide comprehensive advice on a wide range of investment portfolios, products, and services tailored specifically to meet the complex needs of discerning clients.
• Advise clients on leading investment product portfolios by developing tailored solutions supported by a holistic advisory approach that considers all aspects of their financial wellbeing.
• Deliver superior service at every touchpoint, consistently seeking opportunities to introduce additional investment options that align with each client's evolving goals.
• Develop innovative solutions for clients focused on the creation, management, and transfer of wealth across generations.
• Work diligently towards achieving individual targets as well as contributing positively to team objectives and overall revenue goals.
• Maintain up-to-date knowledge of market trends and regulatory requirements to ensure all advice provided is accurate, relevant, and compliant.
• Foster long-term trust-based relationships through regular communication, proactive engagement, and a deep understanding of each client’s aspirations.
• Collaborate with internal teams to deliver seamless service experiences that exceed client expectations.

What you bring:

To excel as a Senior Investment Advisor, you will bring not only robust academic credentials but also substantial hands-on experience working with affluent clientele. Your proven ability to foster trust-based relationships will be complemented by your deep understanding of financial markets and products. You possess refined interpersonal skills that allow you to communicate complex ideas simply while always prioritising empathy and sensitivity towards client needs. Your history of achieving ambitious targets reflects your dedication without compromising on integrity or quality of service. In addition, your technical proficiency ensures that every solution you propose is both innovative and grounded in sound financial principles. Above all else, your commitment to supporting others—whether colleagues or clients—will set you apart as an invaluable member of the team.

• Bachelor’s degree or higher in Business Administration, Finance, Accounting, Economics or a related field is required for this position.
• Outstanding personal and professional network within the affluent segment enables you to connect authentically with high net worth individuals.
• Exceptional client- and service-orientation combined with excellent communication skills ensures you can build rapport quickly and maintain lasting relationships.
• Comprehensive knowledge of financial products coupled with technical competence in developing holistic wealth planning solutions allows you to offer truly bespoke advice.
• Excellent presentation abilities alongside strong interpersonal skills enable you to engage confidently with clients from diverse backgrounds.
• A problem-solving attitude helps you identify creative solutions for complex financial challenges faced by your clients.
• Proven track record in acquiring new clients as well as managing significant wealth portfolios demonstrates your dependability and expertise.
• Drive and motivation to excel within a target-oriented environment ensures you remain focused on delivering outstanding results for both clients and the organisation.
• Possession of an IC License with Complex Level 2 (minimum requirement) confirms your compliance with industry regulations.

What sets this company apart:

This organisation stands out as one of Thailand’s most respected names in financial services due to its unwavering focus on collaboration, inclusivity, and professional development. Employees enjoy access to flexible working opportunities designed to promote work-life balance alongside generous pension contributions that secure their future. The company invests heavily in training programmes so that every team member remains at the forefront of industry developments. A culture built around mutual respect means everyone’s voice is valued—creating an environment where knowledge is freely shared and achievements are celebrated together. By joining this firm, you become part of a community committed not just to business success but also to making a positive impact on people’s lives through responsible wealth management.

What's next:

If you are ready to take the next step in your career as a Senior Investment Advisor—and want to make a meaningful difference for high net worth clients—this is your chance!

Apply today by clicking on the link below; we look forward to connecting with talented professionals who share our passion for excellence.

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