Client Onboard Operations
atKiatnakin Phatra Bank PCLRole and Responsibilities / หน้าที่ความรับผิดชอบ:
Handle the end-to-end client onboarding process including account opening, credit line setup, and account closure for various products such as Equity, Debt Instruments, Securities Borrowing and Lending (SBL),
Mutual Funds, Global Investment Products, and Derivatives trading (both TFEX and OTC).
Maintain client profiles including both document management and system data to ensure accuracy
Manage KYC, suitability assessments, and client due diligence processes in compliance with regulatory
standards.
Coordinate with internal departments and affiliated companies to fulfill business requirements.
Verify and control client information accuracy in the company's database.
Assist in regulatory reporting, internal audits, and other compliance-related activities.
Participate in operational improvement projects as assigned.
Qualifications / คุณสมบัติ:
Thai national with a Bachelor's or Master's degree in Economics, Accounting, Finance, or related business fields.
At least 1-2 years of experience in the securities industry or custodian banking is preferred.
Good command of both spoken and written English and Thai.
Strong attention to detail, analytical skills, and ability to multitask effectively.
Excellent interpersonal skills with a service-minded, energetic, and enthusiastic attitude.
Proficient in Microsoft Office applications (Word, Excel, Outlook, PowerPoint).
Experience required
- 1 years
Salary
- Negotiable
Job function
- Customer Service
Job type
- Full-time
Company overview
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 ...
Why join us: Optimise Your Opportunities สร้างโอกาสสู่ความสำเร็จ “ทรัพย์สินที่สำคัญที่สุดของเรา คือ พนักงานทุกคน” ที่ KKP เราจึงเชื่อในเรื่องการสร้างโอกาสสู่ความสำเร็จ พนักงานมีสิทธิเลือกคว้าโอกาสต่างๆ ได้เอง มีพื้นที่ให้ได้เรียนรู้และเติบโตขึ้นเรื่อยๆ ได้ทำและสร้างผลงานอย่างเต็มศักยภาพ ได้ผลตอบแท ...
Benefits
- Professional development
- Provident fund
- Health Insurance
- Job training
- Gym membership
