1-28 of 28 jobs
- Investment advisory, Relationship Management
- Professional financial advisory
- IC, LIB, Unit Link and NIB licenses
Investment Advisor (Investment Line)/ที่ปรึกษาด้านการลงทุน (Investment Line)
TMBThanachart Bank or ttb- Customer Touch Point, tele-Advisor for MF Product
- Execute mutual fund transaction over the phone
- Strong knowledge in investment products
- Investment Consultant, Investment planning
- Experience in private fund, Fund manager, IC, IP
- Possess IC Complex (CFA, TFEX will be a big plus)
Assistant Investment Advisor (Junior) / Investment Advisor
Robowealth Mutual Fund Brokerage Company Limited- 0-4 years experience who passionate in investment
- Handle pressure well
- Willing to be an advisor in investment field
- Support CEO and CFO to conduct IR strategy
- Roadshow and coordinate with SET to updates new r
- Monitor the movement of the company’s
- 2 year exp in Company Secretary in Public Company
- Knowledge of SEC/ SET rules
- Good command of written and spoken English
- Private Banker - Wealth Management
- Private Fund, Investment products, Equity
- IC Complex and CFP license
Private Wealth Advisor (PWA)/ที่ปรึกษาลูกค้าธนบดี
TMBThanachart Bank or ttb / ทีเอ็มบีธนชาต หรือ ทีทีบี- Financial advisor to Upper Affluent customer
- Prof. manage the customer’s financial portfolio
- IC, Life and Non Life Insurance Broker License
- Develop Lombard Loan Product Program
- Loan boarding & Credit analysis
- Deal structuring & Pre-post approval process
- Give investment solution to High Net Worth Clients
- Manage portfolios of SCB’s wealth clients
- Manage team members to meet KPIs
Project Manager/Project Managerment Office/Business and Project Mananger
Robowealth Mutual Fund Brokerage Company Limited- Fintech company, fast paced environment
- Young generation and good working environment
- Good location (Near MRT Silom, BTS Sala Daeng)
- 5-7 Yrs Exp in FP&A, Budget, Forecast, Feasibility
- Exp in Construction & Real Estate is Prefer
- Near Plearnary Mall & Thanommit Market
- Strategic and Business Planning in Private Banking
- Study customer insights, market change and trends
- Direct exp: private banking, wealth, Investment
- Develop preventive fraud management model
- Experiences in Fraud, Audit, Quality Control
- Knowledge in Wealth, Investment, Insurance
- Experience in research and investment strategy
- Financial and Investment Analysis
- CFA1, CISA1, CFP, and Investment Analyst License
Wealth Relationship Manager/ผู้จัดการบริหารความสัมพันธ์ลูกค้าบุคคล
Land and Houses Bank Public Company Limited- ร่วมเป็นส่วนหนึ่งของสถาบันการเงินที่มั่นคง
- พัฒนา สนับสนุนเพื่อความรู้และผลประโยชน์ของพนักงาน
- วางแผนการลงทุนที่มีประสิทธิภาพสูงสุดให้แก่ลูกค้า
- Feasibility analysis and product initiation.
- Manage portfolio and provide direction.
- Design the content and structure of training.
- Knowledge in SEC & SET regulations
- 4 yrs exp in investor relations/corp fin/ IB
- Good command in English
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