13 Investment Sales jobs in Thailand

Company Description

A unique ownership product offering the opportunity for five-star holidays in choice destinations. The vacation lifestyle is yours to explore with Anantara and affiliated destinations, from one exotic locale to the next, for your family today and generations to come.

Job Description

The Financial Services Officer plays a key role in supporting Anantara Vacation Club's development, sales, and marketing operations by providing high-quality customer service and managing all financial inquiries related to ownership. The primary responsibility is the efficient collection of timeshare receivables and ensuring timely resolution of owner financial issues.

Key Responsibilities:

• Follow up on overdue payments and implement effective measures to recover outstanding amounts.
• Address owner inquiries and concerns regarding financial matters with professionalism and urgency.
• Develop a thorough understanding of, and maintain proficiency in, the Loan Servicing module of the timeshare system.
• Accurately identify and assess owners' needs to ensure a high level of customer satisfaction.
• Maintain and update the receivables database to ensure data accuracy and completeness.
• Enforce company policies related to delinquent accounts in a consistent and fair manner.
• Collaborate effectively with internal teams and other departments to resolve account-related issues promptly.

Qualifications:

• Bachelor's degree is preferred
• Fluency in Thai and English (spoken and written) is required.
• Prior experience in financial services or customer service is an advantage
• Basic understanding of consumer credit principles (e.g., credit cards, bank loans, or similar financial products)
• Strong interpersonal and communication skills, with a tactful and solution-oriented approach
• Excellent time management and organizational abilities

The Financial Services Officer plays a key role in supporting Anantara Vacation Club's development, sales, and marketing operations by providing high-quality customer service and managing all financial inquiries related to ownership. The primary responsibility is the efficient collection of timeshare receivables and ensuring timely resolution of owner financial issues.

Key Responsibilities:

• Follow up on overdue payments and implement effective measures to recover outstanding amounts.
• Address owner inquiries and concerns regarding financial matters with professionalism and urgency.
• Develop a thorough understanding of, and maintain proficiency in, the Loan Servicing module of the timeshare system.
• Accurately identify and assess owners' needs to ensure a high level of customer satisfaction.
• Maintain and update the receivables database to ensure data accuracy and completeness.
• Enforce company policies related to delinquent accounts in a consistent and fair manner.
• Collaborate effectively with internal teams and other departments to resolve account-related issues promptly.

Qualifications:

• Bachelor's degree is preferred
• Fluency in English and Thai/ or Mandarin (spoken and written) is required
• Prior experience in financial services or customer service is an advantage
• Basic understanding of consumer credit principles (e.g., credit cards, bank loans, or similar financial products)
• Strong interpersonal and communication skills, with a tactful and solution-oriented approach
• Excellent time management and organizational abilities

Company Description

The Business Class Group provides a holistic range of quality services to local and expatriate communities from Eastern Europe to Asia. With our head office in Hong Kong and representative offices in China, Russia, and Thailand, we assist both private individuals and corporate clients on a regional and global basis. Business Class Group is distinguished by our core values and our ability to develop innovative solutions for our clients.

Role Description

This is a full-time hybrid role for a Financial Services Advisor based in Bangkok, with some work from home acceptable. The Financial Services Advisor will be responsible for financial planning, retirement planning, and providing financial advisory services. Other duties include offering investment guidance and developing tailored financial strategies for both private individuals and corporate clients.

Qualifications

• Skills in Financial Planning and Retirement Planning
• Expertise in Finance and Investments
• Experience in providing Financial Advisory services
• Excellent analytical and problem-solving skills
• Strong interpersonal and communication abilities
• Ability to work both independently and in a team
• Bachelor's degree in Finance, Economics, or related field
• Relevant certifications such as CFP, CFA, or equivalent are a plus

Company Description

A unique ownership product offering the opportunity for five-star holidays in choice destinations. The vacation lifestyle is yours to explore with Anantara and affiliated destinations, from one exotic locale to the next, for your family today and generations to come.

Job Description:

The Financial Services Officer plays a key role in supporting Anantara Vacation Club's development, sales, and marketing operations by providing high-quality customer service and managing all financial inquiries related to ownership. The primary responsibility is the efficient collection of timeshare receivables and ensuring timely resolution of owner financial issues.

Key Responsibilities:

• Follow up on overdue payments and implement effective measures to recover outstanding amounts.
• Address owner inquiries and concerns regarding financial matters with professionalism and urgency.
• Develop a thorough understanding of, and maintain proficiency in, the Loan Servicing module of the timeshare system.
• Accurately identify and assess owners' needs to ensure a high level of customer satisfaction.
• Maintain and update the receivables database to ensure data accuracy and completeness.
• Enforce company policies related to delinquent accounts in a consistent and fair manner.
• Collaborate effectively with internal teams and other departments to resolve account-related issues promptly.

Qualifications:

• Bachelor's degree is preferred
• Fluency in Mandarin and English (spoken and written) is required; proficiency in Cantonese is considered an advantage.
• Prior experience in financial services or customer service is an advantage
• Basic understanding of consumer credit principles (e.g., credit cards, bank loans, or similar financial products)
• Strong interpersonal and communication skills, with a tactful and solution-oriented approach
• Excellent time management and organizational abilities

Roles & Responsibilities

• Develop and execute investor acquisition strategies targeting both retail and institutional clients.
• Identify high-potential investor segments and initiate outreach through digital and offline channels.
• Represent the company at investment expos, networking events, and roadshows.
• Build and maintain strong relationships with investors throughout the sales funnel.
• Deliver persuasive presentations and product pitches aligned with the company's value proposition.
• Collaborate with internal teams (Marketing, Product, Compliance) to ensure consistent messaging and legal alignment.
• Track and analyze campaign performance; provide reporting to the manager on KPIs.
• Ensure compliance with internal policies and relevant financial regulations.
• Stay updated on market trends and competitive landscape to sharpen investor strategies.

Qualifications

• Bachelor's degree in Business, Finance, Economics, Real Estate, or related field.
• Minimum 2 years of experience in investor relations, sales, wealth advisory, or real estate investment.
• Excellent communication, interpersonal, and presentation skills.
• Self-motivated and goal-oriented with strong pipeline management abilities.
• Strong understanding of investment products and financial markets.
• Proficiency in MS Office; CRM tools is a plus.
• IC License or equivalent certification is a strong advantage.
• Prior experience in real estate-backed investment products is highly preferred.

The Financial Services Researcher is responsible for producing high quality enhanced due diligence reports for financial services clients. He/she will be responsible for producing clear, analytical and exceptionally well-written reports which help financial services Clients in the Asia Pacific region meet compliance and regulatory requirement.

He/she will be responsible for a range of tasks, including conducting in-depth research of public records such as media articles, corporate records, litigation and regulatory filings, social media sites, and compliance databases; engaging in discreet interviews to gather information around companies' and individuals' reputation and develop intelligence on specific topics and industries; producing enhanced due diligence and research reports to support major banking transactions such as IPOs and debt issuance. He/she will support the work of his/her line manager in training, managing internal and external resources in order to complete enhanced due diligence projects for financial institutions in a timely and effective manner.

Project management of enhanced due diligence assignments for financial services clients

• Conduct public records research and discreet interviews to gather intelligence surrounding companies and individuals
• Conduct research into specific topics and issues and draft summaries and findings in situations where contentious issues arise, either as part of a team or independently, depending on the requirement of the situation
• Produce high-quality research reports for financial institution clients
• Assist in the proposal process, conduct scoping research, and communicate with clients to understand their requirements
• From time to time, communicate directly with the clients, which primarily include members of the compliance or internal control departments of financial institutions, in order to clarify the scope of projects, address questions, and suggest potential additional avenues of research
• Assist his or her managers in developing and expanding the pool of research resources and subcontractors of Control Risks in the region
• Liaise with and provide feedback to vendors and subcontractors, ensuring the quality of work they provide is high and adheres to our global delivery standards
• Engage with colleagues across Control Risks to address client queries

Regional research initiatives

• Interact regularly with researchers, supervisors, managers, and the Quality Assurance team to provide support and feedback on VANTAGE work
• Participate in discussions with other members of the VANTAGE team and Control Risks Group on potential service/product improvement

Requirements
Essential

• Education to degree level (minimum of a bachelor's or equivalent experience)
• Full fluency in written and spoken Thai and English is essential
• Experience in writing, researching and reviewing/editing research reports; demonstrated excellence in research, writing and editing in Thai and English
• Strong knowledge of open source research techniques
• Good communication skills; ability to think on one's feet and engage with individuals of different levels of seniority and from different backgrounds, to obtain information
• Ability to think critically and solve problems
• Strong knowledge of the socio-political environment in South-East Asia
• Proven ability to meet project deadlines and perform well under pressure

Preferred

• Experience executing and managing enhanced due diligence projects for financial institution clients
• Experience engaging with international clients, preparing written proposals, providing verbal updates, and answering follow up questions and queries
• Fluency in an additional language

Benefits

• Control Risks offers a competitively positioned compensation and benefits package that is transparent and summarised in the full job offer.
• We operate a discretionary global bonus scheme that incentivises, and rewards individuals based on company and individual performance.
• Control Risks supports hybrid working arrangements, wherever possible, that emphasise the value of in-person time together - in the office and with our clients - while continuing to support flexible and remote working.
• Working with our clients, from day one our people are given direct responsibility, career development and the opportunity to work collaboratively on fascinating projects in a rewarding and inclusive global environment.
• The Company is committed to further its diversity, inclusion and equity agenda and as an employee you have access to various business resource groups in the Company including the Company's LGBT+ network called MOSAIC, the Women's Network, and Synergy - a people network to celebrate and promote ethnic diversity at Control Risks

Control Risks is committed to a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status"
If you require any reasonable adjustments to be made in order to participate fully in the interview process, please let us know and we will be happy to accommodate your needs.

Job Purpose:

• To empower clients to achieve their financial aspirations: Provide expert personalized investment advice across a diverge range of products, ensuring their portfolios are optimally aligned with their financial goals and risk tolerance.
• To drive business growth and client acquisition: Proactively identify and cultivate new client relationships while deepening existing ones, contributing significantly to the firm's revenue objectives and market presence in Thailand's competitive investment landscape.

Key accountabilities:

• Client-Centric Portfolio management
  : conduct in-depth financial needs analysis for clients, developing and implementing tailored investment strategies that encompass a broad spectrum of products to their unique objectives.
• Market & Product Expertise:
  Maintain a deep understanding of global financial markets, economic trends, and a comprehensive knowledge of DBS Vickers' product offering to provide timely and relevant investment recommendations.
• Revenue Generation & Relationship Building:
  Actively acquire new high-net-worth and affluent clients, effectively cross selling appropriate investment products and nurturing long-term, trusted relationships to maximize client lifetime value.
• Compliance & Risk management:
  Adhere strictly to all relevant laws and internal company policies, ensuring that all investment recommendations and client communications are conducted with the highest ethical standards, accompanied by full and transparent disclosure of risks.
• Continuous Learning & Development
  : Proactively engage in ongoing professional development to enhance investment knowledge and maintain all necessary license and certifications.
• Collaboration & Teamwork:
  Work collaboratively with internal teams, including research, trading, and operations, to ensure seamless execution of client mandated and deliver a superior client experience.

Qualifications:

• Bachelor's degree in Finance, Economics, Business or related field.
• At least 3-5 years of experience as an Investment Consultant or similar role within the financial industry.
• Must possess an Investment Consultant License.
• Good command of written and spoken English.
• Excellent analytical, communication, and presentation skills.

In this position you will.

be leading business development for the Bolt Choice business in Thailand, taking responsibility for managing the sales pipeline; developing and implementing sales strategies to achieve growth plans. You will primarily be responsible for securing new business through solution based selling and managing ongoing partnerships.

You will be responsible for…

• Formulating and managing partnership strategies, expanding partner networks, and maximizing sales opportunities, with a focus on financial services and mobility industries in Thailand
• Leading the full partnership development process, from prospecting to launch.
• Collaborating with cross-functional teams to support strategic sales and partnership success.
• Implementing sales training and providing data-driven insights to improve client/dealer/distributor performance.
• Managing sales operations, expanding the customer base, adapting to market dynamics, and ensuring compliance with reporting and regulatory requirements.
• Developing and execute strategic initiatives that enhance and sustain business performance, partnership value, sales growth, and operational success.
• Developing strong relationship with insurance companies in Thailand (preferrable with digital focused insurance companies)

For you to be successful…

We expect you to be able to demonstrate the following key competencies

Collaborative

• Champions an environment of inclusive collaboration and brings the organization together around shared responsibility and a common purpose
• Respectful and considerate of differing motivations, needs and requirements in negotiating complex situations to deliver positive resolution.

Communication

• Communicates succinctly and fosters a fact-based environment where communication is backed by research and data appropriate for the audience
• Actively promotes a two-way feedback approach and champions the value this delivers.

Creative

• Imaginative and dynamic in creating imaginative and innovative solutions
• Keeps abreast of trends and approaches across different markets and promotes experimentation and testing of new ideas for implementation

Adaptable

• Modifies style and leverages different approaches depending on different situations and circumstances
• Successfully manages rapidly changing requirements/ evolving circumstances and brings fresh ideas and innovative approaches to achieve outcomes

You will require the following qualifications and skills

• Proven experience (7+ years) in business development, sales, or partnerships in a SaaS or tech environment.
• Strong understanding of SaaS business models, GTM strategies, and enterprise sales cycles.
• Strong network within the bancassurance and insurance industries
• Demonstrated success in building strategic partnerships and driving revenue growth.
• Excellent leadership, communication, and negotiation skills.
• Analytical mindset with the ability to use data to inform decisions.
• Bachelor's degree in Business, Marketing, or related field; MBA preferred.
• Proficiency in English and Thai.
• Experience preferred in working with digital customer journeys
• Strong analytical, business case and deal structuring skills
• Strong influencing skills and stakeholder management skills with internal stakeholders
• Excellent presentation, communications, and negotiation skills with senior level executives
• Proven previous experience in team management is advantageous, and ability to provide guidance to team members
• Detailed oriented, organized, and able to work under pressure
• Self-motivated and ability to influence stakeholders under dynamic environment
• Conversant in Microsoft office applications (e.g., Power Point, Excel, Word, MS Project)