Investment Advisor

3 weeks ago


จตจกร กรงเทพมหานคร, Thailand บริษัท ธนาคารทหารไทยธนชาต จำกัด (มหาชน) Full time

การเงิน/การธนาคาร/หลักทรัพย์

วันนี้
- คุณสมบัติพื้นฐาน
- งานประจำ- 1 - 5 ปี- กทม. (จตุจักร)- ปริญญาตรีหรือสูงกว่า- สามารถเจรจาต่อรองได้- หน้าที่และความรับผิดชอบ
- Be a customer touch point of mutual fund product. Act as tele-advisor serving all customer segments from mass to upper affluent customers
- Provide mutual fund-related service, resolutions as well as investment recommendations
- Understand customer need and be able to assist, resolve problems and advise relevant products that suit with customer needs
- Execute mutual fund transaction over the phone and support internal licensed staff as bank’s MF transaction service center
- Proactive call potential customers to recommend investment products
- คุณสมบัติ
- Bachelor degree of related fields
- Investment Consultant License (IC), minimum IC complex 2 is required
- Advance in soft skills related to customer service. Key skills include tele-advisor, good listening and communication especially over tele-channel
- Able to work under pressure and have experience in complaint handling and managing difficult customers
- Excellent in problem-solving skill
- Have strong knowledge in investment products such as mutual fund, stocks and bonds and basis asset allocation framework
- Be customer-centric by putting customer first i.e. having service mind and be able to provide service beyond customer expectation
- Have growth mindset
- Able to adapt well in dynamic working culture, be resilient and adaptive to changes
- If have experience in brokerage firms or contact center as service staff specialize in investment products would be an advantage

ดูคุณสมบัติเพิ่มเติม
- สวัสดิการ
- กองทุนสำรองเลี้ยงชีพ
- การฝึกอบรมและพัฒนาพนักงาน
- ทำงานสัปดาห์ละ 5 วัน
- ประกันสังคม
- ประกันสุขภาพ
- ประกันอุบัติเหตุ
- เที่ยวประจำปี หรือเลี้ยงประจำปี
- โบนัสตามผลงาน/ผลประกอบการ
- โบนัสประจำปี

ดูสวัสดิการเพิ่มเติม


  • Investment Advisor

    4 weeks ago


    จตุจักร, กรุงเทพมหานคร, Thailand บริษัท ธนาคารทหารไทยธนชาต จำกัด (มหาชน) Full time

    การเงิน/การธนาคาร/หลักทรัพย์ เมื่อวานนี้ - คุณสมบัติพื้นฐาน - งานประจำ- 1 - 2 ปี- กทม. (จตุจักร)- ปริญญาตรีหรือสูงกว่า-...

  • Investment Advisor

    1 month ago


    กรุงเทพมหานคร, Thailand บริษัทหลักทรัพย์ เกียรตินาคินภัทร จำกัด Full time

    Investment / Economics / Priority Banking**Investment Advisor**: - Date: 26 Jan 2024- Location: Bangkok, Thailand- Company: Kiatnakin Phatra Securities Public Company Limited**Job Summary**: Investment Advisor is responsible to provide wealth management service to targeted clients who would benefit from our expertise in investment management and a superior...


  • กรุงเทพมหานคร, Thailand บริษัทหลักทรัพย์ เกียรตินาคินภัทร จำกัด Full time

    Investment / Economics / Priority Banking**Investment Advisor Support**: - Date: 3 Feb 2024- Location: Bangkok, Thailand- Company: Kiatnakin Phatra Securities Public Company Limited**Job Summary**: - สนับสนุนการทำงานของ Investment Advisor เช่น ในการเปิดบัญชีภัทร...

  • Investment Banking

    3 months ago


    บางรัก, กรุงเทพมหานคร, Thailand Tisco Bank PCL Full time

    **Investment Banking** **Responsibility**: - Perform analytical tasks with minimum supervision, including due diligence, information research, presentation and financial modeling - Interface with working teams from the client side and, as necessary, among advisors and other department in TISCO **Qualification**: - BA. or Master' s degree in Finance...

  • Investment Analyst

    4 weeks ago


    สาทร, กรุงเทพมหานคร, Thailand Reeracoen Thailand Full time

    **Industry**: Consulting - ** Job Description**: 1. Examine and assess economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies. 2. Preparing risk analyses and financial, investment and asset management reports. 3. Liaise with fund managers and network with...


  • กรุงเทพมหานคร, Thailand PTTEP Full time

    PTTEP Services Limited**Job Purpose**: **Key Accountabilities**: **Venture Capital** - Involved in all aspects of the venture capital/ private equity investment activities including deal sourcing, due diligence, execution, portfolio management and exit - Build relationship with founders, investors, advisors - Plan and suggest strategies/ activities which...


  • กรุงเทพมหานคร, Thailand Prestige IFA Jobs Full time

    **A lucrative opportunity to assist us with introductions.**: My client provides commercial & strategic advisory attached to global patent & intellectual property monetarization programs. Connecting IP owners to its specialist global network of partners whose expertise encompasses the origination, funding, and end-to-end management of commercially...


  • จตุจักร, กรุงเทพมหานคร, Thailand Halliburton Full time

    We are looking for the right people — people who want to innovate, achieve, grow and lead. We attract and retain the best talent by investing in our employees and empowering them to develop themselves and their careers. Experience the challenges, rewards and opportunity of working for one of the world’s largest providers of products and services to the...

  • Investment Banking

    4 weeks ago


    กรุงเทพมหานคร, Thailand บริษัทหลักทรัพย์ ดาโอ (ประเทศไทย) จำกัด (มหาชน) สำนักงานใหญ่ Full time

    การเงิน/การธนาคาร/หลักทรัพย์ วันนี้ - คุณสมบัติพื้นฐาน - งานประจำ- 0 - 5 ปี- กรุงเทพมหานคร- ปริญญาตรีหรือสูงกว่า- สามารถเจรจาต่อรองได้-...


  • กรุงเทพมหานคร, Thailand Ascend Group Full time

    **Description** - Establish and prepare monthly reports and presentations for relevant stakeholders such as shareholders and board of directors. - Establish and maintain company financial model - Deal/communicate/maintain relationship with investors, banks and shareholders on regular basis - Present company introduction, development, update, or roadshow...

  • M&a Associate

    2 months ago


    จตุจักร, กรุงเทพมหานคร, Thailand Thai Beverage PCL Full time

    A strong know-how in mergers and acquisitions(M&A). Investment Banking. Proficient in English and Thai languages. Analyze and evaluate M&A opportunities from business and financial perspectives according to the company s direction. Conduct financial modeling, valuation, and return analysis to support strategic decision-making. Prepare presentations for the...

  • M&a Associate

    3 months ago


    จตุจักร, กรุงเทพมหานคร, Thailand Thai Beverage PCL Full time

    A strong know-how in mergers and acquisitions(M&A). Investment Banking. Proficient in English and Thai languages. Analyze and evaluate M&A opportunities from business and financial perspectives according to the company s direction. Conduct financial modeling, valuation, and return analysis to support strategic decision-making. Prepare presentations for the...

  • Regional Advisor

    3 weeks ago


    กรุงเทพมหานคร, Thailand International Monetary Fund Full time

    Work for the IMF. Work for the World. _Balance_ - _ - of Payments and International Investment Position Manual_, sixth edition SPECIFIC DUTIES The Resident Advisor will be primarily responsible for providing and overseeing technical assistance (TA) and training in ESS with the objective of strengthening the beneficiary countries’ capacity to compile and...

  • Senior Bd Advisor

    1 week ago


    กรุงเทพมหานคร, Thailand Kensington Associates Recruitment Full time

    **Senior BD Advisor (Legal)**: Bangkok Full Time and Permanent Law Negotiable 02 634 8884 **Senior BD Advisor (Legal)** **Responsibilities**: - Provide advice on all legal aspects regarding energy project investments (Development of Greenfields and Brownfields, M&A, due diligence), in Asia-Pacific and, as the need may arise, beyond. - Draft, review,...

  • M&a Associate

    2 months ago


    จตุจักร, กรุงเทพมหานคร, Thailand Thai Beverage PCL Full time

    Analyze and evaluate M&A opportunities from business and financial perspectives according to the company s direction. Conduct financial modeling, valuation, and return analysis to support strategic decision-making. Prepare presentations for the management team and relevant stakeholders. Assist in managing all aspects of corporate finance transactions e.g....

  • Senior Bd Advisor

    7 days ago


    กรุงเทพมหานคร, Thailand Kensington Associates Recruitment Full time

    **Senior BD Advisor (Legal)**: Bangkok Full Time and Permanent Law Negotiable 02 634 8884 **Senior BD Advisor (Legal)** **Responsibilities**: - Provide advice on all legal aspects regarding energy project investments (Development of Greenfields and Brownfields, M&A, due diligence), in Asia-Pacific and, as the need may arise, beyond. - Draft, review,...


  • กรุงเทพมหานคร, Thailand ธนาคารไทยพาณิชย์ Full time

    สมัครโปรดคลิกที่ปุ่ม "Apply" **Job Description**: Trustee of Real Estate Investment Trust Department (Senior Associate) - SCBAM **Job Description**: - New REIT Business Development: Implement for the assigned tasks relate to analyze & assess new set up REIT/ Trustee Business opportunities to enhance the division’s...

  • Ib Coverage

    3 weeks ago


    กรุงเทพมหานคร, Thailand Deutsche Bank Full time

    The Client Advisor assists the Senior Client Advisors with providing tailored, strategic, innovative advice/solutions to the Bank’s clients/prospective clients, delivering superior investment opportunities to the clients in line with the client’s objectives and personal needs. They will lead the due diligence, preparation of relevant client reports and...


  • กรุงเทพมหานคร, Thailand Pasona HR Consulting Recruitment (Thailand) Co.,Ltd Full time

    Job ID 50210 Business Energy, Oil, Gas Job Detail - Gather, identify, produce summary report and keep updated regularly (monthly/quarterly/bi-annually as the case be) basic information, investment landscape, related regulations, key stakeholders/clients, and intelligence of the assigned market/industry. - Develop and maintain long-term trusting...

  • Manager-agm, Bd

    4 weeks ago


    กรุงเทพมหานคร, Thailand Reeracoen Thailand Full time

    **Overview**: **Salary**: 100,000 THB ~ 120,000 THB**Industry**: Machinery/Heavy Machine, Other, Manufacturing(Automotive)- To drive asset growth and portfolio enhancement by expanding AuM across diverse asset classes, maximizing returns, identifying strategic opportunities, and collaborating with portfolio companies. - Responsibilities include developing...