Investment Specialist

About the role This is an exciting opportunity to join the team at Robowealth Investment Advisory Securities Co., Ltd. as an Investment Specialist. In this full-time role based in Sathon, Bangkok, you will be responsible for providing expert investment advice and portfolio management to high-net-worth clients. Your strategic recommendations will play a key role in helping clients achieve their financial goals. What you'll be doing Lead and mentor junior investment specialists in conducting high-quality investment analysis and market research. Monitor, analyze, and evaluate investment portfolio performance, providing strategic insights and regular updates to management and clients. Oversee and approve the preparation of weekly market reports, daily investment notes, and advanced macroeconomic summaries. Represent the team in fund conference calls, investment seminars, and high-level stakeholder meetings. Develop and formulate sophisticated investment recommendations, asset allocation strategies, and tailored wealth management solutions. Collaborate closely with investment strategists, advisors, and product teams to drive business growth and product development. Ensure the accuracy and integrity of investment records, compliance, and internal documentation. What we're looking for Bachelor's or Master's degree in Finance, Economics, Business Administration, or related fields. 2-3 years of experience as an investment advisor or portfolio manager, preferably in the funds management industry Detailed knowledge of investment products, portfolio management techniques, and financial markets Deep understanding of global financial markets, asset allocation, and complex investment products, especially mutual funds. Excellent communication and client service skills to build trust and rapport with high-net-worth individuals Proven ability to work independently and as part of a team Holding a relevant professional license (e.g., Investment Planner (IP), IC Complex, or CFA candidate/charterholder is highly preferred). What we offer At Robowealth, we are committed to supporting the professional and personal growth of our employees. We offer a competitive salary, performance-based bonuses, and a range of benefits, including private health insurance, gym membership, and opportunities for continued education and development. Our flexible work arrangements and collaborative team environment also contribute to a healthy work-life balance. About us Robowealth Investment Advisory Securities Co., Ltd. is a leading investment advisory firm based in Bangkok, Thailand. We specialise in providing customised investment solutions and portfolio management services to high-net-worth individuals and families. Our team of experienced investment professionals is dedicated to helping clients achieve their financial goals through a combination of data-driven insights and personalised advice. If you have the skills and experience to excel as an Investment Specialist at Robowealth, we encourage you to apply now.