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Skills:

Research

Job type:

Full-time

• Collect and give regular updates on all work and standards from the government offices to keep the CAGR team well informed for any changes in procedures and rules.
• Monitors legislation and policy activities, updates and advises management group and staff about relevant policy proposals and actions, and works with CAGR team to analyze potential impacts on the organization. Communicates with the relevant parties to inform them of relevant government issues.
• Makes sure all business, licenses and permits are updated, follow-up official approv ...
• Develops a wide range of materials in support of the Thaioil group s government relations agenda, such as talking points, legislative summaries, factsheets, testimony, reports, and letters.
• Plans and implements events and other activities to support the Thaioil Group s government relations goals, such as news conferences, site visits, and meetings.
• Provides technical assistance to management group and staff on government relations issues.
• Establish cooperative working relationships with legislators, legislative staff, governmental agency staff and others contacted in performing assigned duties.
• Refer to the Company s QSHE s policy guidelines when performing, supervising, managing assigned tasks to ensure that QSHE objectives are met with high performance.
• EDUCATION (FOR RECRUITMENT).
• Bachelor's degree with relevant working experience.
• EXPERIENCE (FOR RECRUITMENT).
• Good knowledge of Company business and operations is required. Incumbent must know and understand the relevant laws, rules, regulations, procedures, and practices of each government units.
• Knowledge of government procedures in processing License, permits and other government applications.
• Solid background on law most importantly on license and permits rules and regulation.
• OTHER REQUIREMENTS (FOR RECRUITMENT).
• Strong ability to multi-task and prioritize duties.
• Great organizational skills.
• Excellent computer skills and IT knowledge.
• Techniques of legislative research and impact analysis.

Skills:

Industry trends, Enthusiastic, IC License, English

Job type:

Full-time

• Strong Communication Skills: Ability to effectively communicate and negotiate.
• Leadership Abilities: Capable of leading a team toward achieving sales targets.
• Problem-Solving Skills: Able to resolve issues quickly and efficiently.
• Product and Market Knowledge: Well-versed in industry trends and products.
• Proactive and Eager to Learn: Enthusiastic about professional growth and new opportunities.
• Additional Skills & Requirements.
• Language Proficiency: English communication and reading skills are a plus.
• Technical Skills: Familiarity with Microsoft Word, Canva, and other digital tools.
• Insurance Experience: Holding a General Insurance License (GI License) is an advantage.
• Financial Knowledge: Possession of an Investment Consultant License (IC License) is preferred.
• Mobility: Ability to travel and work in different locations.

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.

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:

Finance

Job type:

Full-time

• Prepare and deliver appropriate presentations on products/services.
• Gather and analyze product with mutual fund industry to improve services for Investment planner and Selling agents.
• Review and analyze clients risk profile and assist on client asset allocation portfolio.
• Implement marketing/sales campaigns to boost SCBAM s AUM and revenues.
• Regularly visit the Investment planner, Selling agents and clients for tightening relationship.
• Update economic, fund insights and market trends to Agents, Investment planners and clients on a daily, weekly and monthly basis.
• Qualification Bachelor s degree or higher in finance/marketing.
• Experienced in mutual fund business or related field over 3-5 years.
• IC/IP licenses.
• Excellent in communication skill.
• 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:

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:

Finance, Accounting, Single License, English

Job type:

Full-time

• To plan and manage Krungsri Exclusive portfolios (AUM more than 10 MB) ; build relationship with customers to maintain key customer base of the Bank as well as expand Krungsri Exclusive customer base.
• To offer wealth management products and provide advice relating to asset allocation in collaboration with KE investment consultants in order to achieve target yields on investment which matches risk profile of customers.
• To expand Krungsri Exclusive customer base through sales channels and marketing prog ...
• To increase fee income and grow portfolios in accordance with the policy and target as assigned.
• To cross sell products of the Bank and its affiliates.
• To work with relevant departments on sharing of knowledge and advice in order to support operations and product & service development.
• To deliver superior services to Krungsri Exclusive customers according to established standard in order to maximize customer satisfaction.
• To comply with business policies and work with branches on operations, processes, procedures and internal control of documents.
• Bachelor's or Master s degree in MBA, Finance, Marketing, Economics and Accounting from Thai and oversea.
• At least 3 years in Wealth Banking, Private Banking or related experience.
• Knowledge of investment product i.e. Mutual fund, Deposit, Bancassurance.
• Possessed a single license (IC License), Brokerage in life and non-life insurance.
• Good personality.
• Strong interpersonal skill, communication skill and self-motivated.
• Good command of English.
• Work at Krungsri Bank (Head office Rama 3) or Branch..
• (https://krungsri.com/b/privacynoticeen).
• Remark: The bank needs to and will have a process for verifying personal information related to the criminal history of applicants before they are considered for employment with the bank..
• FB: Krungsri Career (http://bit.ly/FacebookKrungsriCareer).
• LINE: Krungsri Career (http://bit.ly/LineKrungsriCareer).
• Talent Acquisition Department
• Bank of Ayudhya Public Company Limited
• 1222 Rama III Rd., Bangpongpang, Yannawa, Bangkok 10120.

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.