62 Investment Advisor jobs in Thailand

The Investment Advisor Support role involves assisting investment advisors in their daily operations. This includes handling documentation for new account openings, cross-checking executed transactions, and ensuring efficient workflow. The position requires strong attention to details, familiarity with financial processes, and the ability to work collaboratively within a team.

Responsibilities

• Prepare, process, and complete all documentation for new account openings and client requests.
• Cross-check tapeline related to executed transactions across various products.
• Coordinate with relevant teams to facilitate smooth daily operations and promptly address customer and interdepartmental issues.
• Immediately report any incidents or irregularities that could lead to unforeseen losses for the firm.
• Perform additional duties as assigned by Investment Advisors.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Preferably holds an IC complex1 license.
• Willing to work in this position for at least 2 years.
• Strong team player with a positive attitude and excellent interpersonal skills.
• Dedicated, motivated, and hardworking individual who can thrive under pressure.
• Demonstrates strong planning and problem-solving abilities.
• Quick learner with adaptability to new situations.
• Familiarity with PC and Microsoft applications (Word, Excel, and PowerPoint).

Objectives of this role / About the job

Senior Investment advisors choose, manage and recommend investments for their clients. Investment advisors are regulated by either the state or the SEC depending on how much money they manage, versus other financial advisors who may not be regulated. Investment advisors may also offer services like retirement planning.

Responsibilities:

• Collaborate in acquiring and leading client relationships, providing advice on a broad range of FINNOMENA investment portfolios/ products and services tailored to the sophisticated needs of affluent/ HNW clients.
• Advise on leading investment product portfolios, tailored solutions and services supported by a holistic advisory approach for our clients.
• Deliver superior service to our clients and seek opportunities to deliver cross-selling future investment opportunities.
• Be knowledgeable and product expertise in developing solutions for clients in the creation, management and transfer of their wealth, you will work towards specific individual, team, as well as revenue targets.

Skills and experiences:

• Outstanding personal and professional relationship within the affluent segment
• Excellent client- and service -orientation as well as outstanding communication skills
• Strong financial product knowledge and technical competence in the understanding, development, and delivery of holistic wealth planning solutions
• Excellent presentation and interpersonal skills
• Problem-solving attitude
• Proven track record in client acquisition and management of wealth for clients is essential
• Drive and motivation to work in a target oriented and high-performance culture
• Committed and dedicated to maintaining the highest standards with respect to our risk and control culture and to meet company's policies and obligations

Preferred Qualifications:

• Bachelor's or Master's degree in Finance, Accounting, Economics, or related field
• License: IC Complex 2 License is required
• At least 7 years of experience in wealth management is a must
• Proficiency in English is preferable

• All positions require a criminal background check.

Investment / Economics / Priority Banking

Date: 1 Sept 2025

Location:
Bangkok, Thailand

Company: Kiatnakin Phatra Securities Public Company Limited

สนับสนุนการทำงานของ Investment Advisor เช่น ในการเปิดบัญชีภัทร โอนกองทุน

ขอเปลี่ยนแปลงข้อมูลในระบบภัทรและ บลจ.ต่างๆ รวมทั้งตรวจสอบและส่งเอกสารให้ทีม Operationsให้ ครบถ้วนถูกต้องตามเวลาที่กำหนดเพื่อให้กระบวนการต่างๆราบรื่น

• เปิดบัญชีภัทร : ตรวจสอบเอกสารและส่งให้ Phatra
• เปิดบัญชีกองทุน(กรณีเปิดพร้อมซื้อ) : คีย์เปิดบัญชีในระบบ และประสานงานกับ Operation
• โอนกองทุน : ตรวจสอบ Unit Holder เปิดบัญชีบลจ.ในระบบMFETและส่งเอกสารให้ Operation
• ขอเปลี่ยนแปลงข้อมูลในระบบภัทรและบลจ.ต่างๆ : ตรวจสอบและส่งเอกสารให้ Operation
• ขอออกใบ Confirmation และ Fund Book กองทุน
• ฝากหลักทรัพย์เข้าพอร์ต แก้ไขข้อมูลบัญชีรับผลตอบแทนกับนายทะเบียน และขอออกใบหลักทรัพย์ชั่วคราว : Key in เข้าระบบชั่วคราวและส่งเอกสารให้ Operation
• Order(Type: front) :กรอกเอกสารตามรายละเอียดที่ใน MFET
• ดึงข้อมูลกองทุนที่จะครบกำหนด
• ส่งเอกสารสมัคร Online Trading
• ติดต่อประสานงานกับ Operation

• การศึกษาระดับปริญญาตรี (ทางการเงิน - จะได้รับการพิจารณาเป็นพิเศษ)
• มีใบอนุญาตแนะนำผู้ลงทุนหรือสามารถสอบใบอนุญาต (จะได้รับการพิจารณาเป็นพิเศษ)
• มีความมุ่งมั่น, กระตือรือร้น, ขยันอดทน และสามารถทำงานภายใต้เวลาที่จำกัด
• มีบุคลิกภาพที่ดี มีใจรักการบริการและสามารถทำงานเป็นทีม
• รู้จักการวางแผนที่ดี, มีความละเอียดรอบคอบ, ชอบแก้ปัญหา, เรียนรู้ได้อย่างรวดเร็ว, มีมนุษยสัมพันธ์, กล้าแสดงออก, เข้ากับผู้อื่นได้ง่าย, มีวุฒิภาวะ
• มีความสามารถในพูดและเขียนภาษาอังกฤษดี
• มีความรู้ทางคอมพิวเตอร์และสามารถใช้โปรแกรมไมโครซอฟท์

Job Summary:

We are seeking a highly analytical and strategic professional to join our Credit Products Business Division. This role is responsible for developing business plans, analyzing performance across products and customer segments, and identifying key drivers and improvement opportunities to ensure alignment with business goals and competitive benchmarks.

Responsibilities:

• Develop and present business plans and performance analyses to support the formulation of practical and effective strategies.
• Monitor and analyze internal and external factors impacting business performance and identify emerging opportunities to inform strategic planning. (P&L, OPEX, CAPEX)
• Facilitate alignment and consensus across departments in the development of business plans and strategic initiatives.
• Prepare reports and conduct in-depth analysis of product and customer segment performance against targets, historical results, and competitor benchmarks. Identify key performance drivers and provide actionable insights to management.
• Consolidate and analyze input from relevant departments to support collaborative problem-solving and joint execution of business initiatives.
• Work closely with stakeholders to support business operations and strategic initiatives during periods of organizational change.

Qualifications:

• Bachelor's degree or master's degree in finance, accounting, economics, or related field.
• 5 years of financial analysis and modeling experience
• Strong analytical skills with proficiency in Excel and financial modeling.
• Experience with data visualization tools (e.g., Tableau, Power BI) is a plus.
• Experienced in Business Planning, Performance Management, Portfolio Management, Strategic Planning, Financial Planning or Risk Management is preferred.
• Excellent communication and stakeholder management skills.

Remark: This position requires a criminal record information check prior consideration for employment to ensure safety and maintain standards of the organization.

Key Responsibilities:

• Own the consolidation of financial plans, forecasts, and actuals across all commercial units, ensuring completeness, accuracy, and alignment with corporate timelines
• Drive the month-end reporting process, including variance analysis, performance commentary, and preparation of executive-level financial review decks (MBR, RR, ER, PMR)
• Act as a key business partner to regional and market commercial FP&A teams, Supply Chain Finance ensuring alignment in assumptions, drivers, and financial submissions
• Support MTP (Mid-Term Plan), AOP (Annual Operating Plan), and rolling forecast cycles, delivering consolidated outputs for leadership review
• Forming the SBFHE reporting process and standardization. From multiple markets with different business model and reporting system. So that develop and enhance financial models, templates, and planning tools to streamline data aggregation and reporting
• Lead the evolution of the company's consolidation processes, supporting standardization, automation, and best-in-class practices
• Lead all communication within organization and outside to deal with senior and wider stakeholders (local Finance, Supply Chain finance, local functions team, Marketing team etc)
• Do a heavy lifting in order to ensure the consistency and bring all number and data system makes sense when review under 1 BU perspective
• Support the VP, Consolidation and Supply Chain Finance on ad hoc strategic initiatives and cross-functional analytics
• Collaborate with Sub BU FP&A, SCF etc. to develop, deploy and improve standardized reporting template, process and various financial models/tools
• Ensure financial data integrity and compliance with internal reporting policies and timelines

Key Qualifications:

• Bachelor's or Master's degree in Finance, Accounting, Economics, or related field; MBA or CPA
• At least 8 years of experience in FP&A, corporate finance, or financial consolidation in a multinational environment
• Strong understanding of financial statements, forecasting, and performance analysis
• Advanced Excel skills; experience with financial systems (e.g., SAP) with capability to digest fact/data, develop narrative and incorporate material structure/design
• Proven ability to manage multiple stakeholders and deadlines across geographies
• Strong communication skills, excellent EQ and soft skills, stakeholder management, open-minded for cross culture to adapt and manage agenda
• Strong sense of business mindset and have the deep business acumen to address difference business model and harmonies it in short-time
• Strong analytical and communication skills, with attention to detail and executive presence
• Team player, self-motivated, able to work independently and under pressure. Agile, flexible and positive attitude and respect
• Business partnering mindset to work effectively with cross functions
• Excellent command of the English language

Our DEI Commitment

At Suntory, we recognize that diverse knowledge, perspectives, and backgrounds contribute to our collective success. We are committed to fostering a diverse, equitable, and inclusive workplace where all individuals can bring their whole selves to work every day, regardless of race, color, religion, gender identity or expression, sexual orientation, age, or any other protected characteristic.

Our recruitment and selection processes are designed to highlight what Suntory offers as an employer while allowing candidates to share their unique skills and experiences. We understand that career trajectories vary, and if you believe your experience/background can benefit our team, we encourage you to apply. We endeavor to make our interview process as inclusive as possible and offer reasonable accommodations as needed. Together, we can cultivate a workplace where everyone can thrive and propel our mission of Growing for Good.

Job descriptions:

• Lead in gathering information to prepare detailed management report, ensuring relevant support to strategic decision-making.
• Prepare sales volume reports and Advertising & Promotion (A&P) expenditure reports.
• Collaborate with internal and external team to prepare and control BG process.
• Develop, update and maintain reports and summaries to track and evaluate the performance key strategic projects.
• Prepare presentations to support Senior management team and other stakeholders.
• Ad-hoc projects as assigned

Qualifications:

• Bachelor's or Master's Degree in Business, Accounting, Economics, or a related field.
• Fluent English communication skills, both spoken and written.
• Proven experience as a project manager or planning manager.
• Ability to prepare and analyze project information effectively.
• Essential interpersonal skills for effective job performance.
• Capability to initiate and strategically plan projects.
• Proficient problem-solving skills.
• Responsive decision-making abilities with timely problem resolution.
• Skilled in clear communication and coordination with team members and stakeholders.
• Teamwork-oriented with leadership skills and proactive approach.
• Positive work attitude and quick adaptability to changes.
• Strong relationship-building skills with all relevant parties.
• Creative in presenting opinions and useful ideas to the public.
• Capacity to work effectively under pressure.
• Skilled in the clear presentation of information.

Contact InformationK.Sirapatsorn Traipein – HCBP Spirits

Tel: #5197

Email: 

Company name: ThaiBev Marketing Co., Ltd

Working Location and address : Sangsom1 Building (Vibhavadi Rangsit Rd., Chatuchak, Bangkok)

KEY RESPONSIBILITIES

• Develop and plan budgeting, forecasting, and financial feasibility model to support business decision of management team and business units in an annual plan activity
• Provide management team timely and insightful financial analysis, including internal data analysis and competitor benchmarking analysis with local and global peers, together with recommendations for key strategic decision making
• Coordinate and work closely as a finance partner with business units to understand business needs, drive cost efficiency, ensure proper budget allocation and utilization
• Prepare regular budget and rolling forecast with variance analysis and risk identification
• Establish business KPIs and key financial drivers and monitor progress towards strategic goals

REQUIRED QUALIFICATIONS

• At least Bachelor's degree in Accounting, Business Administration, Finance or related fields
• 5+ years of working experience in financial planning and/or analysis, Experience in securities or banking business would be a plus
• Strong analytical and problem-solving skill, able to draw insights from data and good computer literacy, especially MS Excel
• Solid communication skill, summarizing key messages, yet attention to small details
• Ability to work in a fast-paced environment with can-do attitudes, great teamwork and interpersonal skills. Experience in leading a small team is a plus

Your everyday

• FP&A Analysts consider economic and business trends, review past company performance, and attempt to anticipate obstacles and potential problems, all to forecast a company's future financial results.
• Oversee a broad array of financial affairs, including income, expenses, taxes, capital expenditures, investments, and financial statements.
• Evaluating whether the company's current assets and investments are the best use of the company's excess working capital, by looking at return on investment (ROI) and comparisons with other ways the company might utilize its cash flow (e.g., other possible investments, etc.)
• Gauging the company's overall financial health, primarily by using key financial ratios ("EWS") such as the CAR, Combined Ratio, asset to insurance reserve ratio, Liquidity ratio, and etc.
• Determining which of the company's products or product lines generates the largest portion of its net profit.
• Examining and evaluating the cost-efficiency of each department of the company, in light of what percentage of the company's financial resources each department consumes.
• Working with individual departments to prepare budgets and consolidate them into one overall corporate budget.
• Creating, updating, and maintaining financial models and detailed forecasts of the company's future operations
• Partner with management teams on new promotions or new business to drive the business based on commercial practice.
• Preparing internal reports for senior management and supporting their decision-making.
• Understand and communicate the financial and operational impact of any changes.
• Suggest changes to senior management using analytics to support the recommendations.
• Actively participate in the implementation of approved changes
• Create informative, actionable, and repeatable reporting that highlights relevant business trends and opportunities for improvement.
• Conduct insightful, ad hoc analyses, scenario testing to investigate ongoing or one-time operational issues and to support senior management in making a business direction & decision

Your profile

• Bachelor's or master's degree in Finance, Accounting, Economics or a Business-related field.
• Minimum of 5 years experience in Financial/ Business analysis/ Commercial analytical roles.
• Experience in the Big 4, Insurance or a multinational company is a plus.
• Advanced expertise in a variety of the field's concepts, practices and procedures
• Strong initiative and logical & analytical skills with a commercial mindset.
• Strong interpersonal skills and the ability to lead and work within a team environment.
• Detail-oriented, fast learner and committed to meeting a deadline.
• Extensive experience in MS Excel, Word, and PowerPoint.
• Good command of both spoken and written English is required.

We are seeking a strategic and data-driven FP&A and Analyst Manager to join our growing team. This role is critical in delivering financial insights, forecasts, and performance analysis to support data-driven decision-making and strategic business planning.

Key Responsibilities:

• Lead the budgeting, forecasting, and financial planning processes.
• Manage cash flow projections and ensure alignment with business objectives.
• Conduct weekly business performance analyses across categories, SKUs, stores, and productivity metrics.
• Prepare financial dashboards and reports to highlight business opportunities and risks.
• Collaborate with cross-functional teams to deliver actionable financial insights.
• Drive continuous improvements in FP&A processes and tools.

Qualifications:

• Bachelor's or Master's degree in Finance, Accounting, or Economics.
• Minimum of 5 years' experience in financial planning, budgeting, and analysis.
• Strong analytical skills with high attention to detail.
• Experience with ERP systems and financial modeling tools.
• Excellent communication and presentation abilities.
• Ability to thrive in a dynamic, fast-paced environment.
• Good Command in English.