Client Service Assistant Team 9

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
• Knowledge of PC and Microsoft applications (Word, Excel and Power Point)

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