Investor Advisory Service Officer

5 days ago


กรงเทพมหานคร, Thailand KAsset Full time

About Us

บริษัทหลักทรัพย์จัดการกองทุน กสิกรไทย จำกัด เป็นบริษัทในเครือธนาคารกสิกรไทย ที่ได้รับใบอนุญาต ให้ประกอบธุรกิจหลักทรัพย์ ประเภทกิจการจัดการลงทุนจากกระทรวงการคลัง เมื่อวันที่ 18 มีนาคม 2535 ได้รับใบอนุญาตให้ประกอบธุรกิจการจัดการกองทุนสำรองเลี้ยงชีพในเดือนมิถุนายน 2539 และได้รับใบอนุญาตให้ประกอบธุรกิจการจัดการกองทุนส่วนบุคคล ในเดือนมีนาคม 2540

ในปัจจุบัน บริษัทหลักทรัพย์จัดการกองทุน กสิกรไทย จำกัด เป็นบริษัทจัดการลงทุนที่มีความพร้อมทั้งในด้านการให้บริการ การวิจัย และการจัดการลงทุน โดยดำเนินธุรกิจจัดการกองทุนด้วยบุคลากรที่มีคุณภาพ พร้อมกับ ข้อมูล ข่าวสาร ระบบงานและเทคโนโลยีในการจัดการลงทุนที่ทันสมัย และยึดมั่นในจรรยาบรรณอย่างเคร่งครัด เพื่อรักษาความเป็นบริษัทจัดการลงทุนที่มีคุณภาพตลอดไป

Responsibility
- Providing investment advisory services and advice customer in all aspects of customer services by telephone or E mail
- Acquire new customers to open mutual fund account through digital channels and recommend buying, redemption, and switching of investment units through digital channels
- Investment recommendations by analysing customer risk level and Portfolio
- Update economic, fund insights and market trends to customers

Qualification
- Bachelor’s degree or higher in Banking, Finance, Economics, or related
- Minimum of 2 years of experience in mutual fund business preferred.
- Excellent consultative skill, and problem-solving skill
- IC License is required
- Good command in English

Working Location

Kasikorn Bank Head office - Phaholyothin 6th and 12th Floor


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