Investment / Economics / Priority Banking
Investment / Economics / Priority Banking
สนับสนุนธุรกิจกองทุนส่วนบุคคล (BD)
วันที่:
13 ก.ค. 2569
ตำแหน่งที่ตั้ง:
กรุงเทพมหานคร, ไทย
บริษัท:
บริษัทหลักทรัพย์จัดการกองทุน เกียรตินาคินภัทร จำกั
Job Summary
Working with Financial Consultants of Private Fund’s distributors to ensure proper accounting opening procedures and documentation including presentations proposing an approach to a potential client
Role and Responsibilities / หน้าที่ความรับผิดชอบ
- Providing account information to Financial Consultants and maintaining Financial Consultants relationships
- Proactively resolving clients’ issues and concerns
- Learning the business and products in order to assist Fund Managers
- Clerical duties such as handling telephones, mailing, filing and processing forms
- Taking and placing customer orders for opening account, cash withdrawal, cash injection, closing account and any activities related to private funds
- Participating in ongoing platform reviews and design initiatives for private fund processing
Qualifications / คุณสมบัติ
• Age 25 – 30 years
• Bachelor or Master degree in Finance, Accounting, Economics or related field
• Preferred if possess Single License or able to acquire one in due course
• Good communication in Thai and English is preferred
• Microsoft Office skill
• Mature, team oriented and self-confident
• Excellent communication and interpersonal skills
Specific knowledge and skill / ความรู้เฉพาะตำแหน่ง
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