Role and Responsibilities / หน้าที่ความรับผิดชอบ
- Assist clients in all aspects including account opening, investment advice, client training, trade execution, and other general inquiries
- Conduct Portfolio Construction and Financial Planning using CIO office research materials to deliver ultimate investment solution for individuals’ client (Via phone call)
- Facilitate an execution, Stock, Mutual fund, Offshore investment, others
- Proactive on updating clients on recent market view, Recommendations, and any changed events
Qualifications / คุณสมบัติ
- Thai nationality
- Bachelor’s degree in Finance, Accounting, Economics or related field
- New graduated are welcome
- Preferred if possess Single License or able to acquire one in due course
- Pleasant personality with service-minded and good team player
- Well organize, neat, problem solver, fast learning, interpersonal skill, presentable, out-going, and mature
- Ambitious, energetic, hardworking and able to work under time constraint
- Good command of written and spoken English
- Knowledge of PC and Microsoft applications (Word, Excel and Power Point)
Specific knowledge and skill / ความรู้เฉพาะตำแหน่ง
- Knowledge in online trade / Streaming platform
- Knowledge in Mutual fund / Asset allocation
