Job SummaryAssist financial consultants in providing services pertaining for High Net Worth Clients who have investment assets for more than 50 million baht, investing in fixed income, stocks, alternatives and etc.Role and Responsibilities / หน้าที่ความรับผิดชอบ
Preparing, processing and completing all documents for new account opening in each product and all requests for existing clients regarding information change.
Processing the document related the executed transactions for all products.
Preparing documents for client presentation.
Taking, executing and confirming orders.
Responding to client regarding Phatra investment theme.
Accompany Financial Consultant when meet client.
Assisting Financial Consultant in servicing and analyzing financial products for clients.
Qualifications / คุณสมบัติ
Bachelor's degree in Finance, Accounting, Economics or related field
New graduated are welcome
Willing to work in this position for at least 2.5-3 years
Preferred if possess Single License or able to acquire one in due course
Good command of written and spoken English
Knowledge of PC and Microsoft applications (Word, Excel and Power Point)
Specific knowledge and skill / ความรู้เฉพาะตำแหน่ง
Ambitious, energetic, hardworking and able to work under time constraint
Pleasant personality with service-minded and good team player
Well organize, neat, problem solver, fast learning, interpersonal skill, presentable, out-going, and mature
