Private Wealth Management (Chonburi Branch)
บริษัท หลักทรัพย์หยวนต้า (ประเทศไทย) จำกัด- Recommend the appropriate investment products, i.e. equity, TFEX, fund, bond, structure note, etc. to high net-worth clients according to each client’s risk appetite
- Monitor the client’s investment port performance and recommend the appropriate balance according to asset allocation direction
- Follow up on the market situation and factors that impact to market as well as provide data to clients in a timely manner.
- Monitor the process of investment transactions in order to ensure that smooth and accurate data is always delivered
- Being a part of a team to create, design, and plan efficient and interesting investment product lines and asset allocation
- Bachelor's degree in finance, accounting, economics, or a related discipline.
- 2–5 years' experience in a finance position.
- Outstanding interpersonal skills.
- Excellent written and verbal communication skills in both Thai / English.
- Confident decision-making abilities.
- Analytical mind with good problem-solving skills.
- IC Plain License is a must.
** Please specify your preferred branche.
- Annual Leave
- Employee Loans
- ทำงานสัปดาห์ละ 5 วัน
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