Responsibilities:

• Conduct business research to understand the competitive landscape and identify market trends, business opportunities, and customer needs
• Analyze business information, including customers, sales, distribution channels, customer journey, operating processes, trading strategies, etc., to generate insights and turn business challenges to thoughtful product roadmap
• Develop business strategies to increase revenue, optimize cost, and improve customer satisfaction in alignment with the company’s strategic direction
• Manage projects and coordinate with cross-functional team, and business partners to deploy the strategies and product roadmap into execution
• Setup and monitor business target and performance, as well as, prepare weekly report and business insight to improve business performance

Business in scope:

• Local Mutual Fund Business

 Qualifications and Skills

• Education: Graduated in Business Administration, Business Analytics, or related fields
• Experience:
• 1-3 years working experience in project management and data analytics
• Experience in investment industry is a plus
• Skills:

• Outstanding project management skills
• Excellent business analytics and problem-solving skills
• Strong communication, visualization, and presentation skills
• Ability to rapport with teams and partners globally
• Proficiency in English

Job Descriptions

• Create requirement & roadmap of what to build for the Global Securities products.
• Develop business, maximize revenue generation & other business vectors
• Work in close coordination with the acquisition team to ensure all clients acquired from the assigned area are serviced and trade actively.
• Integrate new technology into a business.
• Provide training and support to investment consultants.

Qualifications :
               

• Bachelor's degree or higher in Economics, Finance, Accounting or any related fields.
• Strong knowledge of Global investment products.
• Be able to communicate in English.
• Strong communication, visualization, and presentation.
• Possess IC License (Plain or above)

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Job Description

• Analyze global and domestic economic performance and outlook and recommend the appropriate investment product both onshore and offshore to Financial Consultant (FC).
• Monitor and follow up the market situation and factor that impact market as well as provide data to FC team.
• Coordinate with other departments to develop financial products and enhance business opportunities.
• Being a part of Strategic team to create, design, and plan the efficient and interesting investment product lines and asset allocation.
• Coordinate with FC on regularly monitoring and evaluating portfolio performance as well as provide recommended actions (rebalancing or changes in allocation) in anticipation to changes in financial market conditions.
• Client visit upon FC requests.

Qualifications

• Bachelor’s or master’s degree in Economics, Finance or related fields.
• Minimum 3 years of experience in relevant positions.
• Possessing IC complex license and CFA will be a big plus.
• Proficient in Bloomberg system is preferable
• Strong interpersonal, communication, negotiation and selling skills
• Must be a person who has can-do attitude, self-motivate and quick learner.
• Must be a multi-task person who is able to work under pressure and solve problems with constructive method.

Remark: This position requires a criminal record information check prior consideration for employment to ensure safety and maintain standards of the organization.

Financial Consultant (FC)

Job Description:

• Responsible for managing relationships with existing wealth clients and acquiring new potential wealth clients.
• Plan, analyze, and assess investment need of clients in portfolio, together with recommend suitable investment solution to each client based on risk appetite and preference.
• Manage and monitor client’s portfolio through variety of investment products; Stock, mutual fund, bond, structured product, offshore investment etc.
• Maintain a proficient comprehensive on up-to-date investment environment, and able to transform into sales activities.
• Accommodate transactions of all available products on shelf.
• Monitor and review clients’ financial progress regularly, ensuring alignment with their objectives and adjusting. Evaluate investment opportunities, considering factors like risk, return potential and liquidity.
• Monitor and review investment performance, conducting periodic portfolio rebalancing to align with client’s objectives.
• Collaborate with internal teams to coordinate complex financial transactions.
• Upselling and cross-selling opportunities to the

Qualifications:

• 3+ years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments.
• IC Complex 1 License is a must, IP License. Passionate about Financial Planning
• Possession of CFP, AFPT
• Understanding of financial markets, investment products, and wealth management principles.
• Excellent interpersonal skills and  the ability to build trust and rapport with clients.
• Proven track record of achieving sales targets and building a successful client portfolio
• Maintain strong relationships with company’s clients to boost our brand and profits in the long-run.
• Excellent in interpersonal, communication, and presentation skills
• Pleasant personality, Proactive, Goal-driven, and Self-motivated

Remark: This position requires a criminal record information check prior consideration for employment to ensure safety and maintain standards of the organization.

Responsibilities :

• To analysis requirement, identify system impact, design solutions, and transform to technical task specification that support efficient and effective business operation work.   

• Closely working with business users to understand business needs, provide consultant and support.  

• To lead architecture system design for business enhancement and fixing any production issues with ensure the system performance and stability.     

• To lead system analyst/full stack developer include design, coding, testing and prepare deployment.  

• To help the team with problem solving on any technical issues.  

• To design, coding and testing the application programs.  

• To support production, investigate and fix any issues.  

Qualifications :

• Bachelor's Degree / Master's Degree (IT, Computer Engineering, Computer Science, MBA, Economics, or related fields.) 
• 5-7 years’ experience in system analyst, and/or development.  
• Experience in java and angular development.  
• Experience in trading business especially in structure note, single block trade is a plus.  
• Teamwork, problem solving and good communication skills. 
• Ability to work under pressure and tight timelines.  

Remark: This position requires a criminal record information check prior consideration for employment to ensure safety and maintain standards of the organization.

Financial Institutional Sales

An Institutional Equity Sales professional typically supports the sales team in their

efforts to connect with and sell equity products to institutional clients.

Key Responsibilities:

• Support Sales Initiatives: Assist senior sales professionals with client presentations,

research dissemination, and follow-up communications.

• Market Research: Conduct market analysis to identify trends and opportunities that

can be communicated to clients and the sales team.

• Client Interaction: Engage with clients under supervision, providing them with

updates and responding to their inquiries.

• Sales Reporting: Help in preparing sales reports and maintaining client databases

to track sales efforts and outcomes.

• Learning and Development: Continuously learn about financial markets, equity

products, and sales techniques to contribute effectively to the team.

Qualifications:

• Bachelor’s degree in Finance, Economics, or related field.
• Initial experience in financial services or sales is beneficial.

Skills:

1. Preferably 3+ years of working experience in related fields.

2. Advanced degree in Finance, Business, or related field preferred.

3. Hard working and self-motivated team player, works well in small groups,

collaborates well with KBANK Group.

4. Proficiency in Bloomberg, Microsoft Excel, Word and PowerPoint.