Investment Advisor
2 days ago
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
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