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Assistant Vice President, Investment Advisory TH at CIMB Thailand
Bangkok, Bangkok, Thailand -
Full Time

Start Date

Immediate

Expiry Date

21 Jun, 26

Salary

0.0

Posted On

23 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Investment Advisory, Training, Savings Products, Financial Planning, Asset Allocation, Insurance Products, Relationship Management, Investment Situations, Tax Planning, Retirement Planning, Education Planning, Holistic Financial Planning, Analytical Reporting, Risk Tolerance Assessment

Industry

Financial Services

Description
  * Provide training on savings products, financial planning, and asset allocation—including insurance and investment products—as well as develop the capability to deliver investment advisory services to sales staff and Relationship Managers. * Serve as a speaker to educate branch employees and customers on investment situations and savings products, in order to build proper investment understanding and the right mindset among customers and staff. * Serve as a speaker to provide branch employees with knowledge on financial planning across various topics, including planning for specific customer objectives such as tax planning, retirement planning, education planning, and holistic financial planning. * Prepare analytical reports on investment situations and provide recommendations, including communicating appropriate asset allocation strategies that match customers’ risk levels, prioritizing the customer’s risk‑adjusted return as the primary consideration. * Monitor the outcomes of investment advisory services and provide recommendations to adjust investment portfolios to align with changing market conditions, revised risk tolerance, or updated investment objectives, ensuring customers achieve their expected long‑term returns.
Responsibilities
This role involves providing comprehensive training to sales staff and Relationship Managers on investment products, financial planning, and asset allocation strategies. The individual will also serve as a speaker to educate employees and customers on investment topics and deliver analytical reports with tailored asset allocation recommendations.