ร่วมงานกับเรา

Responsibilities

• Provide end-to-end support for online trading customers across digital platforms (e.g., Web, Mobile applications).

• Handle customer inquiries, resolve issues, and deliver accurate information in a timely and professional manner.

• Offer investment-related information and basic advisory, including suitable strategies aligned with clients’ goals, risk profile, and preferences.

• Utilize AI tools and digital solutions to enhance customer service efficiency, personalize client interactions, and support data-driven decision-making.

• Monitor customer behavior and feedback via digital channels to improve service quality and customer experience.

• Coordinate effectively with related departments (e.g., Operations, IT, Compliance, Product teams) to ensure seamless service delivery.

• Handle high-pressure situations and manage challenging customer interactions with professionalism, empathy, and solution-oriented mindset.

Qualifications

• Bachelor’s degree or higher in Economics, Finance, Accounting, or related fields.

• At least 2 years of experience in Investment Consultant (IC), E-Business, Online Trading Support, or related roles.

• Strong understanding of digital platforms, financial trading systems, and mobile applications (iOS, Android, Web-based systems).

• Familiarity with AI tools, data analytics, or digital technologies is an advantage.

• Ability to work under pressure and handle difficult customer situations with patience and professionalism.

• Service-minded, proactive, and highly self-motivated with strong problem-solving skills.

• Excellent communication and interpersonal skills.

• Good command of English and strong computer literacy.

• Possession of IC Complex 1 is required.

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

Responsibilities

• Partner with Sales teams to support client meetings and product presentations.
• Clearly explain complex financial products to sale/clients in an engaging and accessible way.
• Facilitate sales/clients to ensure smooth account opening/ HNW qualification / Products selling processes.
• Collect client feedback and collaborate with the Product team to enhance offerings.
• Assist in developing product-related materials such as presentations and brochures.
• Build and maintain strong relationships with sale/clients to ensure long-term satisfaction and loyalty
• Stay informed about product updates, market trends, and competitor products.

Qualifications

• Bachelor’s degree or higher
  
• Proven experience in sales, preferably in financial services.
  
• Excellent communication and interpersonal skills.
  
• Friendly, confident, and professional demeanor.
  
• Strong customer service orientation and problem-solving abilities.
  
• Ability to work independently and manage time effectively.
  
• Willingness to travel and meet clients face-to-face.

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

Responsibilities

• Working with regulators (SET, SEC) regarding products’ filing, news and reports (including DW, DR, Structure Note) and preparing related documents (filing documents, factsheets, term sheets, etc.)
• Working with counterparties (local and foreign) to conclude agreements and documents related to products such as Structure Note, DR, SSF Block Trade. The agreements may include ISDA, CSA, Distribution agreement, Trade Confirmations, SSF Block Trade MOU etc.
• Working with counterparties to manage end-to-end transactions of structure notes i.e. order confirmation, term sheets, factsheet, SEC’s sales report, and SEC’s redemption reports etc.
• Working with global custodians, internal operations and foreign partners to ensure settlement of foreign securities within the required timeframe.
• Cooperating with internal departments to design, to manage, and to improve internal workflows in a compliance manner.

Qualifications

• Bachelor’s degree or higher in relevant fields e.g. Business, Economics, Finance, Financial Engineering or other numerate subjects.
• Good understanding of Thai capital markets, and International financial markets.
• Business knowledge in investment products, especially structured products.
• Enjoy working on multidisciplinary team to solve analytically complex issues.
• Details and process oriented, data driven and evidence based approach.
• Ability to work on multiple projects, often with tight deadlines.

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

Responsibilities

1. Client Communication & Trade Execution

• Handling inbound and outbound calls, including welcome calls for new clients.
• Providing investment information and executing buy/sell orders across investment products such as equities, TFEX, mutual funds, structured notes, and bonds (both onshore and offshore).

2. Wealth Team Support & Coordination

• Supporting and coordinating with the Wealth team by providing product information and assisting with client investment transactions.
• Providing operational support related to trading and client requests.

3. Sales Support & Cross-Selling

• Supporting cross-selling of investment products such as equities, derivatives, mutual funds, bonds, and structured products.
• Following up on wealth referral program to support client acquisition and product distribution.

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
• 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.

Responsibilities

• 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.

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

• 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.