ROBOWEALTH INVESTMENT ADVISORY SECURITIES CO., LTD.

About Company

We are a financial institution providing HNW Wealth Management Solutions.

We are a leader in investment.

We are INDEGO - “Independence for Global Opportunities”

Location100/57 Sathorn Nakorn Tower, 28Th Floor, North Sathorn Road, Silom, Bangrak, Bangkok 10500

Contact personKittiphot@robowealth.co.th

Telephone0-2233-9995 Fax 0-2233-9997

Website

https://jobs.techsauce.co/บริษัทโรโบเวลธ์กรุ๊ปจำกัด

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Assistant Investment Advisor

ROBOWEALTH INVESTMENT ADVISORY SECURITIES CO., LTD.

Financial/Banking/Securities

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Basic Requirements

Full Time

0 - 2 Year

Bangkok (Sathorn)

Bachelor's Degree

20,000 - 25,000 baht/month

Responsibilities

Assistant Investment Advisor

Are you a highly motivated individual with a passion for finance and a commitment to client success? We are seeking a dedicated Assistant Investment Advisor to join our dynamic team. In this pivotal role, you will provide critical support to our seasoned investment advisors and deliver exceptional service to our high-net-worth clients, contributing directly to their financial well-being.

Key Responsibilities

Client Engagement & Support: Proactively assist in delivering a comprehensive range of financial and investment services, serving as a responsive point of contact for client inquiries and service fulfillment.
Advisory Team Collaboration: Partner closely with investment advisors to streamline daily operations, including meticulous document preparation, report generation, and direct support in servicing high-net-worth clients.
Market Research & Analysis: Conduct thorough research on economic trends and financial market activities, analyzing and articulating their potential impact on client investment portfolios to inform strategic advice.
Service Resolution: Efficiently facilitate and resolve client service requests, ensuring timely and satisfactory outcomes that uphold our commitment to client satisfaction.
Meeting Preparation: Ensure all necessary documentation and materials are accurately prepared and readily available for client meetings, contributing to a seamless and professional client experience.
Information Management: Consistently handle confidential and sensitive client information with the highest level of discretion, integrity, and adherence to privacy protocols.
Operational Excellence: Demonstrate the ability to work effectively and efficiently, both independently and collaboratively, in a fast-paced, results-driven environment.

Requirements

Qualifications & Education Requirements

Education: Bachelor's Degree in Business Administration, Finance, Economics, or a closely related quantitative field.
Experience: This is an excellent opportunity for recent graduates. Candidates with 0-2 years of experience in a sales, client service, or financial support role are strongly encouraged to apply.
Market Enthusiasm: A demonstrable passion for investments, global financial markets, and current economic affairs.
Client-Centric Mindset: Possesses a highly service-oriented approach, strong sense of responsibility, exceptional ability to manage multiple priorities simultaneously, and an unwavering positive attitude.
Attention to Detail: Exhibits strong organizational skills and an acute attention to detail, crucial for navigating complex financial data and regulatory requirements.
Customer Service: Committed to providing unparalleled customer service and fostering strong client relationships.
Team Collaboration: Proven ability to collaborate effectively within a team and across various cross-functional departments.
Communication Skills: Excellent command of both spoken and written English; additional language proficiency is a plus.
Technical Proficiency: Proficient in Microsoft Office Suite, with advanced skills in Excel for data analysis and reporting.

Join us and embark on a rewarding career where your dedication and analytical skills will contribute directly to our clients' financial success and our firm's growth.

Welfare and Benefits

Annual Health check-up
Annual Influenza vaccination
Birth-Day Leave
Fitness & Health Sponsorship
Hybird working
Provident Fund
Staff training and development
5-day work week
Social security
Health insurance
Performance/results-based bonus