Wealth management service for private clients is now one of the fastest-growing careers in the global financial industry due to increasing number of mass affluent and high net worth (HNW) population and hence demands for the service. Phatra Securities has long been regarded as the leading wealth manager for HNW investors with total client asset under our advisory of over 175 billion baht. Recently, we have been named Thailand’s Best Private Bank 2012 by FinanceAsia.
To extend our expertise and rich resources to capture more business in another segment, we are now recruiting a team of Investment Advisor (IA) for Mass Affluent investors, those with liquid investable asset more than 2 million baht.
Investment Advisor is responsible to provide wealth management service to targeted clients who would benefit from our expertise in investment management and a superior wealth management platform. Responsibilities of Investment Advisor include:
Develop and manage relationships with individuals with minimum liquid investable asset of 2 million baht or more
Provide wealth management solution through asset allocation strategy, giving clients access to variety of investment products covering all asset classes including cash, bonds, stocks and alternatives.