Assistant Vice President, Investment Advisory

9 months ago


Thailand CIMB Group Full time

Support Independent Wealth Sales head to manage referral from IAS.
- Collaborate with related parties both internal and external regarding to IAS matters.
- Be a contact point and handle all referral transaction from IAS
- Ensure all transaction referral transaction are completed and customers’ need will be met
- Seek new opportunities to grow IAS business
- Strict to partners’ contract and no breach of contract found.



  • Thailand Destination Group Full time

    **Purpose**: Reporting to the President, the VP Operations oversees all hostel operations, new hostel openings, marketing, guest experiences, finance and financial control as well as people development which includes recruitment, training, and development. This role is to implement the most epic experiences that our customers can imagine. The Vice...

  • Vice President

    3 weeks ago


    Thailand Banpu Public Company Limited Full time

    Posting Date: 23 Dec 2024 - Job Function: Legal, Audit and Compliance - Company: Banpu Public Company Limited - Location: Thailand **Job Summary**: Our client, a Thai listed energy company with three core businesses - energy resources; energy generation and energy technology - is currently seeking a talented lawyer to join their team as a Vice President....


  • Thailand CIMB Group Full time

    Create an optimal product focus pipeline maximizing both fee and volume to achieve the yearly target - Collect, analyze, and manage data from investment products including mutual fund, bond, and structured product sale pipeline - Design investment product strategy for a client portfolio including mutual funds, bonds, structured products, ELNs, etc. - Improve...


  • Thailand CIMB Group Full time

    Design and manage mutual fund sales forecast, budget and pipeline. Drive business planning and implement strategic initiatives including incentives, campiagns and promotions to grow mutual fund volume and fees. - Coordinate and empower front line sales staff including Relationship Managers, Investment Specialists and branch staff to drive growth of...


  • 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...

  • Investment Associate

    4 months ago


    Thailand Banpu NEXT Company Limited Full time

    Posting Date: 17 Sep 2024- Job Function: Strategic Planning and Portfolio Management- Company: Banpu NEXT Company Limited- Location: Thailand**Job Summary**: As an Investment Associate, Corporate Venture Capital team, you will play a crucial role in analyzing financial data, preparing reports, and supporting investment decision-making processes. Your...


  • Thailand KPMG-Thailand Full time

    KPMG Infrastructure Advisory team in Thailand was established to advise public and private sector clients on all stages if the infrastructure lifecycle from strategy and development, through procurement, financing development, operations and investment. Critically, our advice is independent and draws on deep sector experience within our local, regional and...


  • Thailand HSBC Full time

    Responsible for supporting Relationship Managers in the positioning and delivery of investment solutions to clients and prospects of Global Private Bank - Partner with Relationship Managers to conduct portfolio review and provide periodical investment idea follow up within client portfolio context, direct client engagement and day to day investment advisory...


  • Thailand CIMB Group Full time

    **Responsibilities**: - Transaction Processing and Settlement Management: This involves overseeing the lifecycle and settlement of Treasury Products, specifically for Foreign Exchange, Derivatives, and Foreign Currency bond trading. - Management Functions: This encompasses various management aspects, including shop management, people management, cost...


  • Thailand CIMB Group Full time

    **Responsibilities**: - Develop and implement the audit plan for the Technology Audit as well as manage the audit jobs as per the audit plan. - Ensure that the audit programs are prepared and updated as and when required. - Supervise audit work during audit assignments including review audit working papers and observations. - Review audit reports and...

  • Investment Analyst

    6 days ago


    Thailand Argyll Scott Full time

    **Highlight** - Financial Modelling, Project Feasibility - Investment Analysis - Merger and Acquisition (M&A), Joint venture (JV) *** **Duties & Responsibilities** - Construct and maintain financial models/valuations for investment decisions (e.g. feasibility study of new investment/expansion projects, and merger & acquisition) and other purposes such as...


  • Thailand CIMB Group Full time

    **Responsibilities**: - Ensure the related policy under Compliance will be reviewed and updated to be in line with Group’s standard and regulatory requirement. - Provide advisory and recommendation concerning laws and regulatory requirements of all regulators and compliance policy of the bank - Coordinate with business units to seek all necessary...


  • Thailand KPMG-Thailand Full time

    KPMG's Management Consulting group assists our clients in improving and transforming business performance through strategic and operational re-engineering and better leverage of technology investments. We help develop strategies relating Digital & Finance Transformation, Supply Chain Management, IT Strategy Implementation, Cost Optimization, Business...

  • Investment Banking

    9 months ago


    Thailand Talentvis Full time

    **Requirements:Requirements and skills** - Proven experience as an Investment Banker or Underwriter - Experience with valuation, modeling and forecasting - Knowledge of regulations covering securities and M&As - Solid grasp of current market developments - Strong analytical and quantitative skills **Responsibilities:Responsibilities** - Conduct strategic...


  • Thailand CIMB Group Full time

    **Responsibilities**: - Cheque clearing operation responsible for cheque collection with other banks. - Outsource management for Cash Center and responsible for Branch withdraw-deposit cash. - Investment Product Operation responsible for Mutual Fund and Bond process include parameter set up of investment product system and reconcile financial transaction. -...


  • Thailand CIMB Group Full time

    **Responsibilities**: - Governance Framework Development: - Implement comprehensive corporate sustainability governance framework. - Ensure alignment with global sustainability standards and best practices. - Oversee the development and implementation of policies and procedures related to sustainability. - Board and Committee Governance: - Provide...

  • Insulation Inspector

    1 month ago


    Thailand Dovre Group Full time

    **Introduction**: Location: Thailand Duration: 12.01.2025-27.02.2026 **Function**: - The task and responsibilities will be surveillance at fabrication yard and carry out inspection of the work performance and attend in mechanical compleation. - Be a roll model for HSE performance is part of. **Requirements**: - Required to be qualified according to...


  • Thailand CIMB Group Full time

    Support information on investment products, insurance products, investment advice and investment allocation as recommended by Wealth Research & Advisory for customers through LINE Official Account CIMB Thai Wealth & Preferred and telephone channels (inbound and outbound). - Operate information management in the system as an Admin for LINE Official Account...


  • Thailand HSBC Full time

    -Job description The role holder is expected to identify and facilitate acquiring, retaining, and expanding relationships with desirable clients from the ISB/MNC segments, by proactively identifying opportunities and accelerating deal volume as well as delivering innovative high-value solutions across all product lines and gaining sustainable returns from...


  • Thailand Argyll Scott Full time

    Prepare annual risk-based audit plan and present them to Management and the Audit Committee for approval - Carry out audits as per the approved plans, and as per special projects requested or assigned by Assistant Vice President, Internal Audit APAC, - Management and the Audit Committee - Report the results of audit work, including progress of...