Client Service Assistant Team 10
1 month ago
Investment / Economics / Priority Banking**Client Service Assistant Team 10**:
- Date: 25 Jan 2024- Location: Bangkok, Thailand- Company: Kiatnakin Phatra Securities Public Company Limited**Job Summary**:
Assist 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
**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
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