Investment / Economics / Priority Banking
Investment / Economics / Priority Banking
Financial Solution Center
Date:
1 Apr 2025
Location:
Bangkok, Thailand
Company:
Kiatnakin Phatra Securities Public Company Limited
Job Summary
Manage online wealth platform and internet trading portals. Building growth and success in serving private client online.
Role and Responsibilities / หน้าที่ความรับผิดชอบ
- Provide assistance to clients in all aspects of client services including account opening, investment advices, client training, and other general inquiriesAct as is Phatra call center to help answer clients in all aspects of client services
- Assist Investment Advisor to execute orders on stocks, funds, and other products.
- Be part of the team in developing and implementing marketing strategies to build brand awareness
- Responsible for platform helpdesk across segment
- Acquire new clients including contributing constructive ideas to enhance investment tools and features in Phatra Edge to better serve clients’ needs
Qualifications / คุณสมบัติ
- Thai nationality
- Bachelor’s degree in Finance, Accounting, Economics or related field
- New graduated are welcome
- Preferred if possess Single License or able to acquire one in due course
- Pleasant personality with service-minded and good team player
- Well organize, neat, problem solver, fast learning, interpersonal skill, presentable, out-going, and mature
- Ambitious, energetic, hardworking and able to work under time constraint
- Good command of written and spoken English
- Knowledge of PC and Microsoft applications (Word, Excel and Power Point)
Specific knowledge and skill / ความรู้เฉพาะตำแหน่ง
- Knowledge in online trade / Streaming platform
- Knowledge in Mutual fund / Asset allocation