Responsibilities :

• Client Acquisition & Relationship Management: Build and manage a portfolio of high-net-worth clients, ensuring personalized service to meet their evolving needs.
• Tailored Advisory: Provide strategic investment advice across a range of asset classes, leveraging KKP’s global and local expertise
• Family Wealth Planning: Work with specialists to deliver comprehensive family wealth planning solutions, including holding company structure, family governance, succession planning, family office setup, and more.
• Representing KKP Group: Collaborate with other businesses within the group to introduce relevant financial services for clients’ personal and business-related needs.
• Compliance & Risk Management: Ensure adherence to regulatory requirements and maintain high standards of risk management and ethical practices.

Qualifications :

• Experience: Minimum of 5 years in wealth management or a related financial advisory role.
• Client Focus: Proven ability to understand and address the unique needs of high-net-worth individuals and families.
• Financial Expertise: Strong knowledge of investment products, financial planning, and market trends.
• Entrepreneurial Mindset: A self-starter with excellent networking, business development, and problem-solving skills.
• Communication Skills: Exceptional interpersonal and presentation skills, with fluency in Thai and English.
• Certifications: Relevant financial licenses and certifications, such as CFA, CFP, or equivalent, are an advantage.