Client Service Assistant in Wealth Management (Officer)

Role summary :  Assist financial consultants in providing services pertaining for High Net Worth Clients who have investment assets for more than 30 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:   (ควรเรียงลำดับข้อมูลดังนี้)

• Thai nationality
• 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
• Pleasant personality with service-minded and good team player
• Well organize, neat, problem solver, fast learning, interpersonal skill, presentable, out-going, and mature
• Ambitious, energetic, hardworking and able to work under time constraint
• Good command of written and spoken English
• Knowledge of PC and Microsoft applications (Word, Excel and Power Point)

Phatra offers career development, and is committed to developing each employee to fulfill his/her potential.   Successful candidates can look forward to competitive remuneration package, fringe benefits and exciting career prospects.

Interested applicants: Please send your detailed resume and salary history to:

The Human Resources Department

Phatra Securities Public Company Limited

8th Floor Human Resources Department, Muang Thai-Phatra Office Tower 1,

252/6 Ratchadaphisek Rd.,Huay-Kwang, Bangkok 10310 

Contact Ms. Arisa Udomsiri at 0-2305-9243  Fax. 0-2693-2632

(Applications will be treated with strictly confidential)