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
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