Client Service Assistant Team 10

5 days ago

กรงเทพมหานคร, Thailand บริษัทหลักทรัพย์ เกียรตินาคินภัทร จำกัด Full time

**All positions require a criminal background check.**
- Investment / Economics / Priority Banking

**Client Service Assistant Team 10**:

- Date: 13 Aug 2025
- Location: Bangkok, Thailand
- Company: Kiatnakin Phatra Securities Public Company Limited

**Job Summary**:
Assist financial consultants in providing services pertaining for High Net Worth Clients who have investment assets for more than 50 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

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