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Skills:

Financial Analysis, Power point, Accounting, Energetic, English, Thai

Job type:

Full-time

• Wealth Management has become one of the fastest-growing areas in the global financial industry due to the increasing number of high net worth population and hence demands for the service. Kiatnakin Phatra Securities is a leading onshore wealth manager with a total clients' asset under advisory of over 700 billion baht.
• CSA is an assistant working closely with our Financial Consultants ("FC") who provide holistic financial services and solutions to high-net-worth clients.
• This role provides individuals with essential skills, experience, and exposure to va ...
• Role and Responsibilities / หน้าที่ความรับผิดชอบ.
• Preparing, processing and completing all documents for onboarding new clients and opening account for all relevant investment products as well as all the administrative work.
• Respond to all client enquiries and provide resolution to most issues and requests.
• Assisting FC on executing clients' orders covering both banking and investment transactions.
• Building and maintaining strong relationships with FCs and clients by delivering exceptional services.
• Assisting FC in servicing and analyzing financial products for clients.
• Defining and creating tailored presentations/pitch documents by liaising with the respective FC and co-ordinate with pitch teams such as Investment Consultant ("IC").
• Collaborating with other departments to ensure seamless delivery of services to clients.
• Mentoring, motivating and guiding junior/mid level team members both within and outside own team, including assisting them in identifying potential errors, addressing challenges, and finding solutions.
• Always ensuring the compliance with internal and external regulations and policies.
• Thai Nationality.
• Education background in Finance, Accounting, Economics or related files.
• New graduated are welcome.
• Willing to work in this position for at least 2.5-3.0 years.
• Required to obtain IC Licenses (P1, P2, P3) within the probation period.
• Excellent communication and interpersonal skills with a good team player mindset.
• Detail-oriented, well-organized, fast leaner, ambitious, energetic, proactive.
• Able to effectively manage workload and deliver work under time constraint and pressure.
• Good command of written and spoken English.
• Knowledge of PC and Microsoft applications (Word, Excel and Power Point).
• Specific knowledge and skill / ความรู้เฉพาะตำแหน่ง.

Skills:

Project Management, Negotiation, Purchasing

Job type:

Full-time

• Remote Position: No.
• Region: Asia.
• Country: Thailand.
• State/Province: Chonburi.
• City: Laem Chabang.
• Summary.
• Provides direct and indirect supervision to subordinate team leaders and professional employees performing diverse roles. This includes establishing three to five year plans/objectives, and developing policies for the function/unit. Accountable for dept results and for activities or projects involving multi-functional teams. Work requires application of in-depth knowledge of professional standards and precedents in area of specialty. Receives assignments in the form of objectives and sets goals to achieve objectives. Establishes and recommends changes to policies. Develops or assists in the development of department budgets and goals. Erroneous decisions or failure to achieve goals results in additional costs and personnel, and serious delays in overall schedules. Provides direct supervision to others, or indirect through subordinate supervisors, and coordinates the activities of a section or department with responsibility for results in terms of costs, methods, and employees. Makes hiring and firing decisions. Reviews employees performance and recommends employee compensation; coaches for improved performance and disciplines as necessary. Provides final approval for subordinate managers/supervisors salary and performance recommendations. Builds cross-functional relationships where persuasive skills, negotiation skills, and considerable tact are required to gain support. Interacts directly with subordinates and peer groups; interfaces with senior managers on issues related to the area of expertise. Maintains positive relationships with key customers, suppliers, etc., who have a significant impact on the success of the organization.
• Detailed Description.
• Manages a team of professionals providing expertise in engineering operations in support of production business units.
• Manages engineering projects for development and production.
• Responsibilities include providing project definition and metrics, resource allocation, budget development and management, schedule management, task prioritization, contingency planning, project and program review.
• Communicates progress and results to senior management and customers.
• Works with Corporate and other Technical Managers to develop and maintain a process for determining which projects to staff based on customer demands and industry trends.
• Manages a team of professionals whose responsibilities are to work jointly with purchasing to establish and maintain sources of supply for mechanical parts and assemblies to specific criteria of cost and quality.
• Resolves all technical issues with suppliers, continually looks for ways to reduce part costs and drive continuous quality improvement of purchased material.
• Works closely with customers supply chain management and development organizations.
• Acts as internal consultant in CDM application systems & processes to all sites regionally/globally.
• Provides integration support to new sites on CDM applications and processes.
• Develops solutions based upon existing knowledge, and leveraging industry and other sites capabilities.
• Ensures we are providing best of breed solutions in areas such as product/engineering data exchange, data issues resolutions, data setup integrity and customers data collaboration.
• Assists in contract negotiations with SCM and Engineering management. Represents CDM and supports all sites in NPI/NCI/Bid process development and execution.
• Assists/Leads the Design and development of global CDM strategies, identifying gaps between current and best practices internally and externally.
• Leads cross-functional global teams including consultants and vendors to develop leading edge solutions.
• Manages, leads, and develops group of CDM employees.
• Knowledge/Skills/Competencies.
• Engineering Foundation Competencies.
• Understanding of competitor's pricing models.
• Knowledge of competitive benchmarks for pricing of specific product types.
• Knowledge of mechanical parts manufacturing processes.
• In-depth knowledge and understanding of manufacturing processes and equipment.
• In-depth knowledge of quality improvement practices and techniques.
• Ability to plan for and coordinate a wide variety of resources to meet production quality and quantity metrics.
• Ability to effectively communicate with a wide variety of internal and external customers.
• Ability to effectively lead, manage, train, coach and motivate a diverse group of employees to achieve high production levels within tight time deadlines and in a highly dynamic manufacturing environment.
• Ability to use some or all of the following PC applications: Word, Lotus Notes, Excel, Powerpoint.
• Excellent negotiation, problem resolution and project management skills.
• Ability to plan strategically for the coordinated delivery of a variety of materials.
• Strong analytical and statistical skills.
• Typical Experience.
• Over 10 years of relevant experience.
• Typical Education.
• Bachelor's degree in related field, or consideration of an equivalent combination of education and experience. Advanced studies in Business/Operations/Technology are recommended.
• Educational requirements may vary by geography.
• Notes.
• This job description is not intended to be an exhaustive list of all duties and responsibilities of the position. Employees are held accountable for all duties of the job. Job duties and the % of time identified for any function are subject to change at any time.