Wealth Advisor
บริษัท หลักทรัพย์ เคจีไอ (ประเทศไทย) จำกัด (มหาชน)การเงิน/การธนาคาร/หลักทรัพย์, ประกันภัย
04/07/2025
งานประจำ
1 - 5 ปี
กรุงเทพมหานคร
ปริญญาตรีหรือสูงกว่า
ขึ้นอยู่กับคุณสมบัติและประสบการณ์ + Commission
• Responsible for managing relationships with existing clients and acquiring new potential clients
• To provide advice on asset allocation in collaboration with Investment Consultant (IC) to maximize returns for customers and help them meet their financial objectives
• To collaborate with Branch managers to service existing customers in Branch Network
• Monitor market trends, financial news, and economic indicators to provide informed recommendations and be able to transform into sales activities
• Accommodate transactions of all available products on shelf
• Monitor and review clients’ financial progress regularly, ensuring alignment with their objectives and adjusting. Evaluate investment opportunities, considering factors like risk, return potential and liquidity.
• Arrange and execute regular (quarterly, semi-annual, annual) investment and portfolio reviews with clients, highlighting and fill any gaps where required
• Collaborate effectively with internal teams, including Sales and Operations, to ensure the delivery of seamless and integrated services
• Bachelor's or Master's degree in Finance, Accounting, Economics, or related field
• 1- 5 years in financial advising, investment consulting, or wealth management roles including knowledge of developing and implementing financial plans and managing investments.
• Proven track record in client acquisition and management of wealth for clients is essential
• Strong drive and motivation to work in a target oriented and high-performance culture
• Excellent interpersonal skills and the ability to build trust and rapport with clients.
• Possess IC Complex 1 License is a must, IP License will be a plus
• Maintain strong relationships with company’s clients to boost our brand and profits in the long-run.
- กองทุนสำรองเลี้ยงชีพ
- การฝึกอบรมและพัฒนาพนักงาน
- ทำงานสัปดาห์ละ 5 วัน
- ประกันสังคม
- ประกันสุขภาพ
- ประกันอุบัติเหตุ
- เที่ยวประจำปี หรือเลี้ยงประจำปี
- โบนัสตามผลงาน/ผลประกอบการ
- โบนัสประจำปี
KGI Securities (Thailand), as one of the leading brokerage houses in Thailand, KGI Securities is continually looking for intelligent, motivated, and creative individuals to join our growing team. Selected candidates will have the opportunity to immerse themselves in an exciting dynamic environment, alongside KGI’s professional staff, who will challenge them to develop new skills and hone their talents. At KGI, we provide both a competitive salary and a flexible career path in this growth industry.
ดู HR SAY ของบริษัท หลักทรัพย์ เคจีไอ (ประเทศไทย) จำกัด (มหาชน)

KGI Securities (Thailand) is one of the leading securities firms in Thailand and provides a full range of services such as equity broking (a member of the Stock Exchange of Thailand with broker seat no. 13), investment and financial advisory, securities underwriting, securities registrar, selling of mutual funds, securities borrowing and lending, and OTC derivative and Futures business.