Assistant Vice President, Investment Research Th

9 months ago


Thailand CIMB Group Full time

Update customer’s periodically to monitor and maintain customer financial target
- Manage client portfolios, keeping client plans up-to-date
- Conduct seminars related to market updates, and financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages
- Update market outlook, economic data, fund information etc. to sale team
- Monitor financial market trends that related to products to ensure the client plans are responsive
- Investment Research team data support and ad hoc



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