Job Summary

Working with Financial Consultants of Private Fund's distributors to ensure proper accounting opening procedures and documentation including presentations proposing an approach to a potential client

Role and Responsibilities

หน้าที่ความรับผิดชอบ

Providing account information to Financial Consultants and maintaining Financial Consultants relationships

• Proactively resolving clients' issues and concerns

• Learning the business and products in order to assist Fund Managers

• Clerical duties such as handling telephones, mailing, filing and processing forms

• Taking and placing customer orders for opening account, cash withdrawal, cash injection, closing account and any activities related to private funds

• Participating in ongoing platform reviews and design initiatives for private fund processing

Qualifications

คุณสมบัติ

Age 25-30 years

• Bachelor or Master degree in Finance, Accounting, Economics or related field

• Preferred if possess Single License or able to acquire one in due course

• Good communication in Thai and English is preferred

• Microsoft Office skill

• Mature, team oriented and self-confident

• Excellent communication and interpersonal skills

Specific knowledge and skill / ความรู้เฉพาะตำแหน่ง