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Client Service Assistant

2 weeks ago

กรงเทพมหานคร, Thailand บริษัทหลักทรัพย์ เกียรตินาคินภัทร จำกัด (มหาชน) Full time

วันที่: 7 พ.ย. 2565- ตำแหน่งที่ตั้ง: กรุงเทพมหานคร, ไทย- บริษัท: บริษัทหลักทรัพย์ เกียรตินาคินภัทร จำกัด (มหาชน)**Job Summary**:

- Assist financial consultants in providing services pertaining for High Net Worth Clients who have investment assets for more than 30 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