Client Service Assistants (Officer)

Kiatnakin Phatra Financial Group
Financial/Banking/Securities
03/04/2025
Basic Requirements
Full Time
0 - 3 Year
Bangkok and its Vicinity
Bachelor's Degree
Negotiable
Responsibilities
Job description:
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 steppingstone to career advancement in various positions within the wealth management and financial industry.

Role & Responsibility:
  • 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 Top of Form
Requirements
Qualification and requirement:
  • Full working rights for Thailand
  • 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) 
Welfare and Benefits
  • Birthday Leave
  • Provident Fund
  • 5-day work week
  • Social security
  • Health insurance
  • Performance/results-based bonus
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Employee reviews scoreFrom 84 Reviews
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Good Life4.5
Good Work4.4
Good Pay4
Good Society4.4
Company reviews
KKP is an organization full of learning opportunities (Freedom to Learn, Freedom to Grow). We don't stop developing improve procedures and create learning to occur regularly not only extending the growth in their own career path But we also encourage everyone to share their knowledge with each other. causing continuous and sustainable development under mutual respect Here we work very seriously. but not stressful We can dress according to our own style every day. (Freedom to Dress). If you are looking for an organization that is independent and has this kind of atmosphere to work like this … come and join us.
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Employee reviews
Kiatnakin Phatra Financial Group
Customer Services>1 years, Current
5.0
Good Life5
Good Work5
Good Pay5
Good Society4.7
บันไดสู่ความสำเร็จ
Good Life
Vacation Leave
Easiest to take a leave at work
Supports the development of employees' quality of life
5/5
Supports the development of vision and personal lifestyle
5/5
Working hours per day
More than 12 Hours
Good Work
Challenge
5/5
Opportunity to perform important tasks
5/5
Encourages professionalism
5/5
Standard management practice
5/5
Good Pay
Salary increase
More than 10%
Bonus per year
3
Perks and benefits satisfaction
5/5
Pay level
-
Good Society
Workplace community
5/5
Politics
Low
Colleagues
5/5
Supervision by superiors
5/5
18/03/2019
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About Company

The establishment of Kiatnakin Phatra Financial Group (KKP) brought together knowledge and experience of commercial banking and capital markets businesses. The group comprises of Kiatnakin Phatra Bank PLC, Kiatnakin Phatra Securities PLC, Kiatnakin Phatra Asset Management Co., Ltd., and KKP Dime Securities Co., Ltd.

Our goal is to provide top-notch financial services while ensuring maximum benefits for customers, employees, and shareholders, and to contribute to the growth of the nation's financial markets and economy through our products and services, which encompass both money markets and capital markets.

KKP is committed to fostering opportunities for success. Here, you will have the chance to learn, develop, and realize your full potential. We believe in providing fulfilling rewards, promoting a fun work environment, and being proud to make a positive impact on society.

If you are looking for a work environment that offers you opportunities to grow for a better life, a better workplace, and a better future. Come and join us! 





Location209 KKP Tower, Sukhumvit 21 (Asoke), Khlong Toey Nua, Wattana, Bangkok 10110
Contact personHuman Resource Department
Telephone0-2165-5555 Fax 0-2256-9933,02-680-3939
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