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Skills:

Finance, Accounting, CFP, English

Job type:

Full-time

• Lead and manage the SCB Private Banker Ultra team, ensuring team members can recommend appropriate investment products and achieve performance targets.
• Develop and maintain strong relationships with high-net-worth clients, offering personalized onshore and offshore banking solutions, expert advice on portfolio management, financial products, investment opportunities, and wealth structuring.
• Acquire new clients through strategic networking with existing networks and targeted prospecting efforts.
• Deliver exceptional client service by ensuring accurate transaction execution, prompt responses to client inquiries, and alignment with their financial goals.
• Collaborate closely with wealth management teams, including the Chief Investment Office team, Wealth Planning, and Family Office, to enhance client outcomes.
• Monitor and optimize clients' investment portfolios to ensure alignment with their objectives and strategies.
• Qualifications Bachelor s degree or higher in Business Administration, Banking and Finance, Economics, Accounting, Marketing, or a related field.
• Minimum 10 years of experience in Private Banking, Investment, or Wealth Management, experience in working with high-net-worth clients is preferred.
• Experience in offshore investments or offshore work is an advantage.
• Holder of relevant investment and insurance licenses; CFP certification is a plus.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint).
• Fluent in both spoken and written English.
• Strong interpersonal and leadership skills, with a passion for sales and client service, hard-working, ambitious, and capable at delivering effective presentations.
• We're committed to bringing passion and customer focus to the business. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.

Experience:

7 years required

Skills:

Finance, Accounting, CFP, English

Job type:

Full-time

• Develop and maintain relationships with HNW clients, providing tailored onshore and offshore banking solutions, expert advice on portfolio management, financial products, investment opportunities, and wealth structuring.
• Acquire new clients by leveraging existing networks and engaging in targeted prospecting efforts.
• Provide exceptional client service by ensuring the timely and accurate execution of transactions, responding to client inquiries, and addressing their financial goals.
• Collaborate closely with the wealth management team, including the CIO team, Wealth Planning, and Family Office.
• Monitor and optimize clients' investment portfolios, ensuring alignment with their investment objectives and defined strategies.
• Qualifications Bachelor s degree or higher in Business Administration, Banking and Finance, Economics, Accounting, Marketing, or a related field.
• Minimum of 7 years of experience in Private Banking, Investment, or Wealth Management, preferably working with high-net-worth clients.
• Experience in offshore investments or offshore work is an advantage.
• Holder of investment and insurance licenses; CFP certification is a plus.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint).
• Fluent in spoken and written English.
• Strong personality and interpersonal skills, with a passion for sales and service, hard-working, ambitious, and capable of delivering effective presentations.
• We're committed to bringing passion and customer focus to the business. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.

Skills:

Accounting, CFP, Petrochemical, English

Job type:

Full-time

• Develop and run climate risk and related scenario analysis process in accordance with global standard/guideline (i.e. TRFD, CDP, and etc.).
• Design corporate climate/net zero strategy and pathway with target and KPI in alignment with business strategy, including deploy and monitoring progress and performance.
• Drive and support internal functions and affiliates to develop master plan and action plan in alignment with corporate climate/net zero strategy and pathway, including ...
• Provide proper support to internal functions and affiliates (e.g. system, tools, best practices), including Internal Carbon Price (ICP) for related study and execution.
• Establish and run process/system for corporate GHG accounting and verification covering GHG Scope 1,2,3 and climate related database (i.e. CFO, CFP) of BAU, affiliate and growth project.
• Monitor and advocate of climate related regulation to protect and balance benefit between company and stakeholders expectation.
• Support corporate communication, engagement session and questionnaire on climate/net zero related.
• Provide response and gap closing for benchmarking related to climate management.
• Develop and run process for management review (i.e. SDC and etc.).
• EDUCATION (FOR RECRUITMENT).
• Bachelor's or higher in Chemistry, Chemical Engineering or Environmental Science / Engineering.
• EXPERIENCE (FOR RECRUITMENT).
• Have knowledge of oil and petrochemical, energy and environmental industry, including climate management background.
• Prefer 3-5 years' experience in operations of oil and petrochemical process or SD works including climate management.
• OTHER REQUIREMENTS (FOR RECRUITMENT).
• Able to work independently in flexible workplaces.
• Fluently reading, writing and speaking in English at international level and able to contact with global partner or international representative body.
• Good human relationship, high tolerance for working under pressure.

Experience:

3 years required

Skills:

Finance, Accounting, CFP, English

Job type:

Full-time

• Maintain and expand customer-base and business volume, together with maintain customer service and offer benefits to maximize customer satisfaction.
• Overview and monitor the result of recommended asset allocation of each clients in order to provide an acceptable level of investment benefits to them.
• Be representative of the bank and build up strong relationship with relevant agencies and clients for smooth operations.
• Maximize business volume and revenue to the bank by recommending the investment products to clients under their appropriate risk appetite, operating guidelines, rules & regulations of the bank, authorized agencies, and related parties.
• Offer investment products which aligned with the Bank s policy as well as manage cost regards to customer care in an appropriate level.
• Qualifications Bachelor s degree or higher in Business Administration, Banking and Finance, Economics, Accounting, Marketing, or related fields.
• At least 3 years of experience in Banking, Investment or Financial organization. Experience in working with High Net Worth customers is preferable.
• Holding relevant licenses for investment, such as IC, CFP, CISA, Single License, NIB, LIB will be advantage. Possess solid knowledge in investment and investment product.
• Professional in MS. Office: Excel, Word, Power point. Fluent in English speaking and writing.
• Good personality and interpersonal skills, passionate in sales and services. Hard-working, ambitious and capable presentation skills.
• We're committed to bringing passion and customer focus to the business. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.

Skills:

Accounting, CFP, Petrochemical, English

Job type:

Full-time

• Manage climate risk and related scenario analysis in accordance with global standard/guideline (i.e. TRFD, CDP, and etc.).
• Develop corporate climate/net zero strategy and pathway with target and KPI in alignment with business strategy, including deploy and monitoring progress and performance.
• Ensure Circular Economy (CE) alignment with Thaioil sustainability policy.
• Drive internal functions and affiliates to develop master plan and action plan in alignment with corporate CE/climate/net zero strategy and pathway, including setting of target, KPI and budget.
• Manage carbon credit registration, circularity products certificate and verification (e.g. ISCC, T-VER, etc.).
• Manage corporate GHG accounting and verification covering GHG Scope 1,2,3 and climate related database (i.e. CFO, CFP) of BAU, affiliate and growth project.
• Ensure monitoring and advocacy of climate/CE related regulation to protect and balance benefit between company and stakeholders expectation.
• Support corporate communication, engagement session and questionnaire on CE/climate/net zero related.
• Support benchmarking related to climate/CE management.
• Manage management review (i.e. SDC and etc.).
• EDUCATION (FOR RECRUITMENT).
• Bachelor's or higher in Chemistry, Chemical Engineering or Environmental Science / Engineering.
• EXPERIENCE (FOR RECRUITMENT).
• Have knowledge of oil and petrochemical, energy and environmental industry, including climate management background.
• Prefer 3-5 years' experience in operations of oil and petrochemical process or SD works including climate management.
• OTHER REQUIREMENTS (FOR RECRUITMENT).
• Able to work independently in flexible workplaces.
• Fluently reading, writing and speaking in English at international level and able to contact with global partner or international representative body.
• Good human relationship, high tolerance for working under pressure.

Experience:

5 years required

Skills:

Finance, Accounting, CFP, English

Job type:

Full-time

• Maintain and expand customer-base and business volume, together with maintain customer service and offer benefits to maximize customer satisfaction.
• Overview and monitor the result of recommended asset allocation of each clients in order to provide an acceptable level of investment benefits to them.
• Be representative of the bank and build up strong relationship with relevant agencies and clients for smooth operations.
• Maximize business volume and revenue to the bank by recommending the investment products to clients under their appropriate risk appetite, operating guidelines, rules & regulations of the bank, authorized agencies, and related parties.
• Offer investment products which aligned with the Bank s policy as well as manage cost regards to customer care in an appropriate level.
• Qualifications Bachelor s degree or higher in Business Administration, Banking and Finance, Economics, Accounting, Marketing, or related fields.
• At least 5 years of experience in Banking, Investment or Financial organization. Experience in working with High Net Worth customers is preferable.
• Holding relevant licenses for investment, such as IC, CFP, CISA, Single License, NIB, LIB will be advantage. Possess solid knowledge in investment and investment product.
• Professional in MS. Office: Excel, Word, Power point. Fluent in English speaking and writing.
• Good personality and interpersonal skills, passionate in sales and services. Hard-working, ambitious and capable presentation skills.
• We're committed to bringing passion and customer focus to the business. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.

Skills:

IC License, IP License, CFP, English

Job type:

Full-time

• Unit Linked sales training strategy:Develop Unit Linked capability of agents through agency leader development, curriculum, sales tools this includes: TTT, certified agents, investment workshops, UL training schedules, trainer resource and budget control.
• To liaise with agency channels to create Unit Linked sales training and provide appropriate academic support.
• Work closely with other agency functions and/or external organization to ensure the ...
• Curriculum development:Develop curriculum based on the company requirements.
• Monthly meetings with CASO and working team with detailed actions on requirements.
• Design new curriculum for agency forces to come up with new initiative for driving sustainable growth..
• Training:Provide comprehensive training to support key strategies of the company ( i.e. product knowledge, sales skills, and management program).
• Plan and execute training schedules, manage training resource and allocated budget.
• Evaluate the courses to feedback for curriculum development..
• Plan and execute training events for agents in the upcountry and to ensure that the roadshow support sales strategy.
• Support agents and agency leaders to work efficiently and keep up for high quality performance.
• Support agency channel s activities and other activities related to company, regional office, or global office.
• Support Chubb s financial planner and full-time agent development program aka Champion Hubb program.
• Other assignments.
• Bachelor s degree or higher in Education, Business Administration, Learning Technology, HRD or related field.
• Experience in conduct training and curriculum development, especially in IC license and Unit Linked product.
• Have IC license or IP license, the professional financial planning certificates (i.e. CFP, AFTP, FChFP or AChFP) are preferable.
• Preferable experience working for life insurance company in agency channel but not always necessary.
• Good command in English.
• Competency require (Knowledge, Skills, Attribute).
• Excellent communication / presentation / public speaking / problem solving and people management skill.
• Be able to perform multi-tasking and prioritizing.
• Eager to learn and adopt new approach to achieve the company s goals.
• Ability to work independently.
• Positive attitude.

Skills:

Project Management, Excel, Financial Analysis

Job type:

Full-time

• Create and implement business strategies, using project management tools to monitor progress and applying customer data and analytics to drive results.
• Design and present high-quality presentations for management using PowerPoint, and analyze data using Excel to support business insights.
• Develop comprehensive financial models and projections, and conduct financial analysis to support key business decisions.
• Work closely with internal teams and stakeholders to align objectives and ensure projects are executed smoothly.
• Learn and adapt to changes in customer behavior with an interest in learning future skills, such as AI tools.
• Qualifications Bachelor s degree or higher in Finance, Accounting, Economics, or related fields.
• Audit experience with a Big 4 firm or certifications such as CFA/CFP are preferred.
• Strong project tracking capabilities.
• Strategic, logical, and creative thinking skills with a proven ability to develop effective solutions and drive business outcomes.
• In-depth understanding of banking products and the ability to evaluate the effectiveness of campaigns and projects.
• Proven ability to collaborate with internal and external stakeholders in support of strategic initiatives.
• Strong proficiency in Microsoft Excel and PowerPoint, with the ability to create clear, impactful analyses and presentations.
• We're committed to bringing passion and customer focus to the business. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.

Experience:

1 year required

Skills:

Finance, Negotiation, IP License

Job type:

Full-time

• นำพาลูกค้าไปสู่เป้าหมายทางการเงินที่ต้องการ โดยใช้ความรู้ ด้านเครื่องมือทางการเงิน
• (ตัวอย่างเครื่องมือทางการเงิน เช่น นำเสนอสินค้าประกันทุกประเภท, Unit Linked, Mutual Fund, Stocks).
• ให้ความรู้ทางการเงินได้ทุกประเภท.
• เรียนรู้การสร้างและบริหารทีม.
• วางแผนทางการเงินแบบพื้นฐานถึงระดับสูง.
• ติดตามผลการดำเนินงาน และบริการหลังการขายให้กับลูกค้า.
• มีคอร์สอบรมพัฒนาทักษะที่จำเป็นและเกี่ยวข้อง เช่น ความรู้เรื่อง ประกัน และการลงทุน, ทักษะการขาย, ทักษะการบริหาร, การพัฒนาบุคลิกภาพ และความเป็นผู้นำ (Leadership) และอื่นๆ.
• Partners ที่เรากำลังมองหา.
• จบปริญญาตรี สาขาใดก็ได้.
• Positive Thinking มีทัศนคติดี.
• ตรงต่อเวลา รักในการเรียนรู้ ชอบความท้าทายสิ่งใหม่ๆ.
• เป็นคนไม่ยอมแพ้ ชอบความท้าทาย รักการเรียนรู้.
• มีเป้าหมายและแรงบันดาลใจ.
• มีความสนใจ เกี่ยวกับ การประกัน การเงิน การลงทุน การวางแผนภาษี.
• อยากมีประสบการณ์การขายหรือความรู้ทางการเงินจะพิจารณาเป็นพิเศษ.
• มีประสบการณ์การทำงานในสายงานที่เกี่ยวข้อง 1-2 ปี.
• การฝึกอบรมทักษะที่เกี่ยวข้องอย่างต่อเนื่อง เช่น อบรมและติวให้มี IC License, CFP, AFPT หรือหลักสูตรทางการเงินระดับสากล.
• โอกาสก้าวหน้าทางอาชีพตามผลงาน.
• ค่าคอมมิชชั่น.
• ท่องเที่ยว.
• วันหยุดสามารถกำหนดได้.