Finance Systems Specialist managing transition from Microsoft Dynamics NAV to 365 Business Central for tourism company. Configuring systems, troubleshooting, and providing guidance to finance teams.
About the role
- Head of Investment Solutions responsible for client-ready investment solutions across wealth platform. Leading investment strategy discussions and mentoring advisory professionals.
Responsibilities
- Translate investment strategy, asset allocation views, and market outlooks into actionable client portfolios and solution sets
- Ensure consistency, suitability, and clarity of investment recommendations across client segments
- Act as a senior investment authority in complex client situations and strategic discussions
- Lead and develop professionals within the Investment Solutions Department, setting standards for investment quality, communication, and execution
- Establish workflows, best practices, and approval processes for investment materials and client proposals
- Serve as an escalation point for complex investment, product, or portfolio-related matters
- Oversee product due diligence, selection, and ongoing monitoring across mutual funds, bonds, and equity products
- Maintain close relationships with asset managers, bond issuers, and partners to stay informed on market developments and opportunities
- Ensure product usage aligns with client risk profiles and investment objectives
- Support key client pitches, portfolio reviews, and high-value advisory cases
- Contribute to revenue growth by improving solution relevance, client conversion, and retention
- Represent the Investment Solutions function in meetings with high-net-worth and institutional clients when required
- Act as a key investment spokesperson for the firm, communicating investment views, market perspectives, and portfolio positioning to the public and investors
- Represent the firm in external forums such as seminars, client events, media interviews, webinars, and industry conferences
- Collaborate with Marketing and Communications teams to develop consistent, compliant, and credible investment messaging
- Ensure investment solutions comply with regulatory requirements and internal governance standards
- Review and approve key client-facing and public investment materials
- Maintain robust documentation supporting investment rationale and portfolio decisions
- Work closely with Investment Strategy, Product, Sales, Marketing, and Operations teams
- Provide investment input into new product launches and platform expansion initiatives
- Support RM and internal training programs on investment products, portfolio construction, and market themes
Requirements
- 7–10+ years of experience in wealth management, investment advisory, private banking, or asset management
- Strong expertise in mutual funds; equity and fixed income advisory experience is a plus
- Proven ability to translate investment views into client-ready portfolios and solutions
- Experience leading or mentoring investment or advisory professionals
- Strong public communication and presentation skills, including experience speaking to clients or external audiences
- Solid understanding of portfolio construction, asset allocation, and performance analysis
- Fluency in Thai; professional proficiency in English
- Bonus: CFA charterholder (or progress toward CFA); experience with Bloomberg Terminal or Morningstar Direct
Benefits
- Flexible work arrangements
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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