Client Service Assistant Team 9

Job Summary

Wealth Management has become one of the fastest-growing areas in the global financial industry due to the increasing number of high net worth population and hence demands for the service. Kiatnakin Phatra Securities is a leading onshore wealth manager with a total clients’ asset under advisory of over 700 billion baht.

CSA is an assistant working closely with our Financial Consultants (“FC”) who provide holistic financial services and solutions to high-net-worth clients.

This role provides individuals with essential skills, experience, and exposure to various aspects of clients management, financial analysis, product knowledge and regulatory compliance therefore this position serves as valuable stepping stone to career advancement in various positions within the wealth management and financial industry.

Role and Responsibilities / หน้าที่ความรับผิดชอบ

§ Preparing, processing and completing all documents for onboarding new clients and opening account for all relevant investment products as well as all the administrative work

§ Respond to all client enquiries and provide resolution to most issues and requests

§ Assisting FC on executing clients' orders covering both banking and investment transactions

• Building and maintaining strong relationships with FCs and clients by delivering exceptional services
• Assisting FC in servicing and analyzing financial products for clients
• Defining and creating tailored presentations/pitch documents by liaising with the respective FC and co-ordinate with pitch teams such as Investment Consultant (“IC”)
• Collaborating with other departments to ensure seamless delivery of services to clients
• Mentoring, motivating and guiding junior/mid level team members both within and outside own team, including assisting them in identifying potential errors, addressing challenges, and finding solutions.
• Always ensuring the compliance with internal and external regulations and policies

Qualifications / คุณสมบัติ

• Thai Nationality
• Education background in Finance, Accounting, Economics or related files
• New graduated are welcome
• Willing to work in this position for at least 2.5-3.0 years
• Processing relevant licenses (IC license) is a plus or able to acquire one in due course
• Excellent communication and interpersonal skills with a good team player mindset
• Detail-oriented, well-organized, fast leaner, ambitious, energetic, proactive
• Able to effectively manage workload and deliver work under time constraint and pressure
• Good command of written and spoken English
• Knowledge of PC and Microsoft applications (Word, Excel and Power Point)

Specific knowledge and skill / ความรู้เฉพาะตำแหน่ง