บริษัทหลักทรัพย์จัดการกองทุน อีสท์สปริง (ประเทศไทย) จำกัด
ประสบการณ์:
3 ปีขึ้นไป
ทักษะ:
Business Development, Negotiation, Leadership Skill
ประเภทงาน:
งานประจำ
เงินเดือน:
สามารถต่อรองได้
- Develop and strengthen relationships with business partners to drive consistent sales activities and push net sale growth.
- Stay update in market, promote and seek opportunities to sell investment solutions through intermediaries' partners.
- Conduct regular sale activities, meeting, market insight and products update, product pitching, sales training to align and achieve sale and products plan.
- Identify sales opportunities and work with partners to initiate and implement joint sale campaign.
- Act as the primary point of contact for intermediaries, answering inquiries, resolving issues, and providing product knowledge and sale tools to ensure all the sale process are comply to regulation and compliance framework.
- Monitor sales performance, sale forecasts, and provide feedback to senior team head to help company improve sale and services.
- OTHERS assigned by team lead and senior leaders.
- Bachelor's degree in any fields, master's degree is preferred.
- At least 3 years of experience in asset management, mutual fund distribution, or financial advisory business.
- Deep understanding of intermediary landscape and investment product knowledge.
- Proven track record in driving AUM growth and partner engagement.
- Sale and business development skill.
- Leadership and team management.
- Business Negotiation.
- Communication.
- Self Motivation.
- Eastspring is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.
ประสบการณ์:
3 ปีขึ้นไป
ทักษะ:
Recruitment
ประเภทงาน:
งานประจำ
เงินเดือน:
สามารถต่อรองได้
- Assist in the development and execution of strategic enablement plans and marketing programs aligned with business objectives to drive AUM growth and partner engagement.
- Collaborate with sale and partnership team for marketing activities, sales campaigns, and co-branded initiatives with intermediaries, ensuring alignment with product strategy and sales plans.
- Support the creation, enhancement, and deployment of sales tools, marketing material ...
- Monitor campaign performance, sales pipeline progress, and key business metrics. Prepare insights and reports to support data-driven decisions.
- Conduct market research and competitor analysis to identify trends, opportunities, and risks. Summarize insights to support strategic planning.
- Collaborate with internal teams and external partners to ensure smooth execution of initiatives and alignment across functions.
- Support strategic projects by coordinating timelines, stakeholders, and deliverables to ensure timely execution and alignment with business priorities.
- OTHERS assigned by team lead and senior leaders.
- Bachelor's degree in any fields, master's degree is preferred.
- 3-5 years of experience in asset management, mutual fund distribution, or financial advisory business.
- Strong organizational, cross functional, agility with attention to detail and deadline.
- Eastspring is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.
ประสบการณ์:
4 ปีขึ้นไป
ทักษะ:
Architecture, Cloud Computing, Amazon AWS, English
ประเภทงาน:
งานประจำ
เงินเดือน:
สามารถต่อรองได้
- Develops and maintains information system solutions by formulating objectives; planning project life-cycle deliverables and resources; leading the exploration, evaluation, and design of technical solutions.
- Documents and demonstrates solutions by developing documentation, flowcharts, layouts, diagrams, tools, charts, code comments and clear code.
- Test code, review, and recommend changes to technology stakeholders.
- Partner with internal business unit to provide applications and technology solutions to meet their needs.
- Proactively manages changes in project cope, identify potential crises and devise contingency plans.
- Prepares and installs solutions by determining and designing system specifications, standards, and programming.
- Manages day-to-day system operations, parameters as well as adhoc problem investigations and trouble shootings.
- 4-7 years of experience with increasing responsibilities in the relevant technical domain.
- Bachelor's degree in Computer Science, Information Technology, Engineering, or related field; Master's degree is an advantage.
- Experience in financial services/asset management, with understanding of mutual fund and provident fund processes, and applicable regulations.
- Architecture design: cloud (AWS/Azure), hybrid integration, security-by-design.
- Project portfolio planning; cost-benefit and feasibility analysis.
- Planning project life-cycle deliverables and resources;.
- Leading the exploration, evaluation, and design of technical solutions.
- Test code, review, and recommend changes to technology stakeholders.
- Proactively manages changes in project cope, identify potential crises and devise contingency plans.
- Manages day-to-day system operations, parameters as well as adhoc problem investigations and trouble shootings Eastspring is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.
ประสบการณ์:
3 ปีขึ้นไป
ทักษะ:
Risk Management, Problem Solving, IP License, Leadership Skill
ประเภทงาน:
งานประจำ
เงินเดือน:
สามารถต่อรองได้
- Manage sales to achieve the target of the responsible Branch Banking Region/Zone.
- Respond to Branch Banking inquiries, service, or transaction requests and maintain a clear flow of communication among all parties.
- Resolve problems in an accurate, timely, and professional manner.
- Coordinate with banks regarding customer complaints and problem resolution and/or compensation.
- Respond to calls from investment professionals and provide them with information on mutual fund offerings, services and operating procedures.
- Recommend asset allocation models or suitable investments for clients according to their objectives, horizon, and risk tolerance.
- Co-seminars with banks on current investment climate and financial market to up-sale or cross-sell with Eastspring products.
- Support and provide professional answers on investment, financial market, fund insights, operations such as error-transaction process, dividend payment dates, fund holidays, etc.
- Provide product presentations, competitor reviews, and financial market commentaries as requested or deemed necessary.
- Present the seller development plan and new customer sales plan to the responsible Sales Head on a quarterly basis.
- Coordinate, support and develop relationships with regional managers and zone managers.
- Other assigned by team head and senior leaders.
- Bachelor's degree in Banking, Finance, Economics, or related fields.
- At least 3-5 years of experience in the financial services industry, preferred mutual fund.
- IC and IP License.
- Strong knowledge of retail banking products and services (Deposits, Loans, SME Banking).
- Branch operations management and process optimization.
- Risk management and compliance with regulatory requirements.
- Sales performance analysis and reporting.
- Familiarity with Core Banking systems and digital banking platforms.
- Team leadership and resource allocation.
- Leadership & People Management: Ability to motivate, coach, and develop branch staff.
- Customer Orientation: Focused on delivering superior customer experience.
- Problem Solving & Decision Making: Makes informed decisions and resolves issues promptly.
- Communication & Influencing Skills: Clear communication and ability to influence stakeholders.
- Adaptability & Change Management: Flexible in responding to market and technology changes.
- Eastspring is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.
ประสบการณ์:
5 ปีขึ้นไป
ทักษะ:
Risk Management, Problem Solving, Recruitment, IP License, Leadership Skill
ประเภทงาน:
งานประจำ
เงินเดือน:
สามารถต่อรองได้
- Drive Fund Growth: Increase fund size to meet organizational targets.
- Product & Service Presentation: Prepare and present Private Fund, Institution & HNW and services to Fund Committees and members.
- Client Relationship Management: Maintain strong relationships with clients and ensure high satisfaction.
- Marketing & Communication: Update provident fund materials and execute marketing processes effectively.
- Client Advisory: Respond to inquiries and provide accurate information on Private Fund, Institution & HNW and related services.
- Regulatory Coordination: Work with Client Service team to submit required data to the SEC (e.g., fund setup, amendments).
- System Development Support: Provide input for designing and improving client service systems to enhance customer experience.
- Digital Platform Enhancement: Lead re-design initiatives for FundLink M Choice Online and Life Path Scheme.
- Event Management: Organize meetings, seminars, training sessions, and annual gatherings for Fund Committees and members.
- Cross-Functional Collaboration: Coordinate with Investment, Registrar, Client Service, Branding, IT, and other teams to support client needs.
- Corporate Engagement: Participate in company events such as Mutual Fund, Provident Fund, and LTF/RMF booths.
- Reporting & Budgeting: Prepare special monthly client reports, update monthly budgets, and calculate referral fees for agents. -Provide all important marketing data to Division HeadOthers as assigned.
- Others assigned by team head and senior leaders.
- Bachelor's degree in related fields.
- 5 - 8 years in provident funds or asset management industry.
- IC and IP License.
- Strong knowledge of retail banking products and services (Deposits, Loans, SME Banking).
- Branch operations management and process optimization.
- Risk management and compliance with regulatory requirements.
- Sales performance analysis and reporting.
- Familiarity with Core Banking systems and digital banking platforms.
- Team leadership and resource allocation.
- Leadership & People Management: Ability to motivate, coach, and develop branch staff.
- Customer Orientation: Focused on delivering superior customer experience.
- Problem Solving & Decision Making: Makes informed decisions and resolves issues promptly.
- Communication & Influencing Skills: Clear communication and ability to influence stakeholders.
- Adaptability & Change Management: Flexible in responding to market and technology changes.
- Eastspring is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.
ประสบการณ์:
1 ปีขึ้นไป
ทักษะ:
Risk Management, Problem Solving, Customer Relationship Management (CRM)
ประเภทงาน:
งานประจำ
เงินเดือน:
สามารถต่อรองได้
- Work closely with ttb Private Banking teams, solving problem to ensure that sales staff are well-equipped to offer mutual funds products effectively.
- Training and educate as well as providing mutual fund product feature, Structure Funds, Investment knowledge, economic situation and strategies to ttb sales staff.
- Visit clients and recommend investment plans that clients can use to achieve their financial goals and objectives.
- Participate in marketing activities i.e. booth activities, seminars, and clients visit to be in linewith the strategies planned.
- Provide mutual fund products according investment strategies and goals.
- Bachelor's degree or Master degree with minimum of 1-3 years of experience in mutual fund Relationship Manager or Private Fund business.
- Self-motivated and organized individual.
- Excellent communication and strong interpersonal skills.
- Expertise in wealth management products (mutual funds, bonds, insurance, structured products). Financial planning and advisory for affluent clients. Regulatory compliance and risk management knowledge. Portfolio analysis and asset allocation.
- Familiarity with CRM and digital wealth platforms. BEHAVIOURAL COMPETENCIES AND SKILLS: Client-Centric Approach. Strong interpersonal and relationship-building skills. Analytical and problem-solving ability.
- Adaptability and continuous learning. Eastspring is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.
ประสบการณ์:
3 ปีขึ้นไป
ทักษะ:
Microsoft Office, Leadership Skill
ประเภทงาน:
งานประจำ
เงินเดือน:
สามารถต่อรองได้
- Monitor and approve the fund transactions in the system, ensuring accuracy and completeness of edits and updates.
- Maintain up-to-date team information and distribute it appropriately to relevant stakeholders and ensure strict adherence to key Transfer Agency controls and compliance standards.
- Ensure high-quality customer service standards are consistently delivered.
- Foster collaboration with internal teams and act as a key liaison for operational matters.
- Represent the team in meetings, providing input and supporting decision-making processes.
- Bachelor's degree or related filed.
- 3-5 years experience ub asset management companies TECHNICAL/ FUNCTIONAL SKILLS: Familiarity with AML/KYC compliance and operational workflows.
- Proficiency in Microsoft Office. BEHAVIOURAL COMPETENCIES AND SKILLS: Leadership & Strategic Thinking: Drive operational improvements and lead complex projects. Analytical & Problem-Solving: Handle high-level compliance and operational issues. Communication & Negotiation: Engage with regulators and external partners effectively. Eastspring is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.
ทักษะ:
Business Development, Negotiation, Leadership Skill
ประเภทงาน:
งานประจำ
เงินเดือน:
สามารถต่อรองได้
- Develop and strengthen relationships with business partners to drive consistent sales activities and push net sale growth.
- Stay update in market, promote and seek opportunities to sell investment solutions through intermediaries' partners.
- Conduct regular sale activities, meeting, market insight and products update, product pitching, sales training to align and achieve sale and products plan.
- Identify sales opportunities and work with partners to initiate and implement joint sale campaign.
- Act as the primary point of contact for intermediaries, answering inquiries, resolving issues, and providing product knowledge and sale tools to ensure all the sale process are comply to regulation and compliance framework.
- Monitor sales performance, sale forecasts, and provide feedback to senior team head to help company improve sale and services.
- Bachelor's degree in any fields, master's degree is preferred.
- At least 3 years of experience in asset management, mutual fund distribution, or financial advisory business.
- Deep understanding of intermediary landscape and investment product knowledge.
- Business Negotiation.
- Communication.
- Self Motivation Eastspring is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.
ทักษะ:
Analytical Thinking, Leadership Skill
ประเภทงาน:
งานประจำ
เงินเดือน:
สามารถต่อรองได้
- Review and approve AML/KYC documentation for diverse investor types, ensuring compliance with regulatory standards.
- Monitor adherence to policies and procedures, escalating non-compliance issues promptly to senior management and compliance teams.
- Review and escalate complex matters in a timely manner to senior onboarding management and compliance.
- Assist in drafting, updating, and maintaining departmental policies and procedures to align with regulatory changes.
- Maintain strong technical, industry, and regulatory knowledge; stay updated on market initiatives and train the team accordingly.
- Build and maintain effective relationships across departments and global locations, liaising with AML/KYC colleagues, selling agents, paying agents, AIMC, SEC, and Revenue Department.
- Oversee preparation of unitholder reporting for internal and external clients.
- Support legal, regulatory, and compliance activities, including frequent trading surveillance and maintenance of fund policies and procedures.
- Prepare and review regulatory reports for BOT, SEC, and Revenue Department as required.Others as may be assigned.
- Bachelor's degree in related filed.
- 8-10 years experience in asset management industry. TECHNICAL/ FUNCTIONAL SKILLS: Advanced knowledge of Provident Fund operations, including account opening, contributions, transfers, and reconciliation. BEHAVIOURAL COMPETENCIES AND SKILLS: Leadership & Coaching: Ability to lead and develop teams effectively. Analytical Thinking: Evaluate operational risks and identify efficiency improvements. Problem-Solving: Resolve complex transaction and compliance issues promptly. Communication Skills: Build strong relationships internally and externally. Eastspring is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.
ทักษะ:
Recruitment
ประเภทงาน:
งานประจำ
เงินเดือน:
สามารถต่อรองได้
- STRATEGIC ENABLEMENT (PLANNING & EXECUTION): Lead the planning and execution of an 'integrated marketing mix' through collaboration with Intermediaries' Sales to enhance understanding of commercial needs and fulfill the Intermediaries business growth objectives.
- SALES ENABLEMENT & TOOL MANAGEMENT: Collaborate and manage sales tools and the sales plan. Function as a key centralized hub to develop and manage improvements for Intermediaries' service delivery, training the Sales team where necessary, ensuring effi ...
- PERFORMANCE MONITORING & PIPELINE MANAGEMENT: Manage the Sales Pipeline with Intermediaries Sales and Partnership team as well as related cross functions to ensure Sales drives AUM according to plan and target. Provide specific presentations where necessary. Monitor and evaluate campaign performance through intermediaries and adjust strategies as necessary to meet targets.
- MARKET INTELLIGENCE & COMPETITIVE STRATEGY: Stay updated on market trends, competitor offerings, industry competitors and industry developments. Develop marketing strategy and manage end-to-end on local and regional levels for competing markets and drive sales efficiently. This includes conducting Market Research to understand market data, find out customer data, and identify obstacles to Sales success by leveraging insights to drive data-led decisions and enhance marketing.
- PROCESS & MARKETING IMPROVEMENT: Collaborate with related teams to digest feedback and drive process and marketing improvement initiatives to enhance efficiency and partner services level, ensuring competitiveness to the market industry.
- STRATEGIC GOVERNANCE, RISK FACILITATION & MARKET DEVELOPMENT: Lead the centralized Intermediaries Business risk monitoring function, specifically overseeing Intermediary 'due diligence', Fund RFP preparation, sales forecast oversight, and performance monitoring. Provide recommendations for improvement through collaboration with Team Head and stakeholders related to define and implement short and mid-term sales strategies.
- PROJECT MANAGEMENT: Drive efficiency improvements (Project management) and collaborate with stakeholders to digest feedback, enhancing efficiency and service quality relative to the market.
- SALES EFFECTIVENESS RATE (Co-KPI): Utilization rate of the integrated marketing mix, standardized Sales Tools, and Sales Plan, measured against subsequent AUM growth targets achieved by the Sales Team.
- COMPLIANCE WORKING CULTURE/ GOVERNANCE QUALITY: Accuracy and timeliness of due diligence, RFP preparation, and sales performance monitoring outputs.
- MARKET DEVELOPMENT & ENGAGEMENT INDEX: Success in identifying and securing new market size/channels (proactive market opening) and the execution rate of mid-term engagement plans.
- OPERATIONAL EFFICIENCY IMPROVEMENT: Successful completion and positive impact of Project Management (Key Action) initiatives aimed at enhancing communication efficiency and seamless operational services. Eastspring is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.

อัปโหลดเรซูเม่ของคุณ
AI ของเราจะอ่านให้ แล้วหางานที่ใช่สำหรับคุณ
อัปโหลดเรซูเม่ประสบการณ์:
2 ปีขึ้นไป
ทักษะ:
Analytical Thinking, Automation, Python, SQL
ประเภทงาน:
งานประจำ
เงินเดือน:
สามารถต่อรองได้
- Responsible for investment report generating as required by regulators, clients, managements, etc. on required timeline.
- Responsible for developing new reports to support new business activity.
- Manage day-to-day processing of programing script writing, verification, testing to ensure quality data collection and inputs.
- Provide and validate data to ensure consistency, integrity, and accuracy based on project specific guidelines.
- Maintain the database to ensure that data is well organized and correct, together with co-operating with IT department.
- Work with team to properly design database and effective data workflow that provide maximum efficiency operations.
- Support and improve the correctness and capability of other business units on operation process.
- Bachelor's or higher degree in Financial, Computer Science, or related fields.
- 2-3 years experience in data management in the financial industry.
- Strong expertise in data management, mapping, and validation for financial operations.
- Skilled in programming and automation using Python, VBA, and SQL for data processing.
- Proficiency in Microsoft Excel and advanced data analytics tools. BEHAVIOURAL COMPETENCIES AND SKILLS: Analytical Thinking: Ability to interpret complex data and provide actionable insights. Attention to Detail: Ensure accuracy and integrity of data and reports. Problem-Solving: Resolve data discrepancies and system issues promptly. Communication Skills: Present technical information clearly to non-technical stakeholders. Collaboration: Work closely with IT, operations, and compliance teams. Eastspring is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.
