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Skills:
Compliance, Finance, Excel
Job type:
Full-time
Salary:
negotiable
- Work in conjunction with Branch Wealth to develop in-depth understanding and assessment of clients needs.
- Recommend investment strategies through Portfolio Review Model.
- Analyze market and update market and economic to Branch Wealth on a regular basis.
- Coordinate with Branch Wealth to monitor the financial market and dynamically change strategies according to the performance of clients portfolio.
- Constantly contact Branch Wealth and the clients and inform them about the updates of their investment and market situation.
- Train and coach Branch Wealth to improve their investment skill.
- Support IC hotline service and ensure the quality of call.
- Comply with segment policy, rules, regulations, compliance and control.
- Bachelor's or Master's degree in Finance, Economics, Business Administration or any related field.
- At least 5-7 years of experience in Investment Consultant or Wealth Management role.
- Investment knowledge in capital market: global equity market and bond market.
- Investment Analytical skill.
- Skill in MS Office tools and must possess strong technical skills with Excel.
- Effective Communication & Presentation Skills: Communicate with a clear purpose, Prepare and deliver interesting interactive presentations.
- IC License or CFP required.
- Please note that we will get in touch with shortlisted candidates only.
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- Talent Acquisition Department
- Bank of Ayudhya Public Company Limited
- 1222 Rama III Rd., Bangpongpang, Yannawa, Bangkok 10120.
Skills:
Research, Finance, IC License, English
Job type:
Full-time
Salary:
฿120,000 - ฿150,000, negotiable
- Lead the product lifecycle for a broad range of investment products, from initial concept and planning to launch and ongoing management.
- Conduct in-depth industry research, competitive analysis, and trend forecasting to shape the product strategy.
- Collaborate closely with stakeholders, including the Investment Strategy team, Relationship Managers, and Financial Institution Partners, to identify new product opportunities and review existing investment offerings.
- Manage the comprehensive due diligence and ongoing monitoring of investment products.
- Work with the Training team to oversee the development and delivery of robust training and educational programs on investment products for internal teams.
- Ensure all product documentation and processes are properly maintained and comply with all internal policies and regulatory requirements.
- Bachelor's or Master's degree in Finance, Economics, Business, or a related field.
- 5-8 years of experience in wealth management, asset management, or a related field.
- Direct experience in investment products for 3-5 years is preferred.
- Extensive knowledge of various investment products, including mutual funds, fixed income, structured products, etc.
- Good understanding of SEC regulations governing investment products.
- Proficient in English.
- IC license, Investment Analyst, or other relevant credentials are an advantage.
- Bank of Ayudhya Public Company Limited
- 1222 Rama III Rd., Bangpongpang, Yannawa, Bangkok 10120.
Skills:
Compliance, Legal, Finance, English
Job type:
Full-time
Salary:
negotiable
- Provide advisory services focusing on fund raising through long-term DCM instruments, including Bond, Securitization and other instruments in compliance with the regulation of the SEC Office and other regulators with knowledge and competitive pricing and benefits of services.
- To monitor and ensure continuous flow of business volume and profitability to achieve business goals and objectives.
- Assist in the preparation of pitch books and marketing materials for client meetings ...
- Support the execution of bond transactions including deal documentation, investor presentations, and roadshows.
- Monitor debt markets and provide updates on market trends, investor sentiment, and pricing comparable.
- Prepare daily and weekly market updates for internal and external stakeholders.
- Perform company and industry analysis to support credit assessments.
- Build and maintain debt comparable, capital structure analysis, and maturity profiles.
- Coordinate with internal stakeholders (e.g., syndicate, legal, relationship manager, compliance, product partners, senior management) throughout deal execution.
- Help ensure proper due diligence and compliance processes are followed.
- Coordinate with all relevant parties, including but not limited to the SEC, credit rating agencies, legal counsels, registrar and bondholders representative, and other joint lead managers (if any) to prepare documentation related to issuance and underwriting of DCM products, as required by the SEC.
- Analyze clients business, financial status, and fundraising opportunities, while also acquiring and maintaining strong relationships with corporate clients that meet the qualifications for capital raising.
- Education Background:Master Degree in Finance, Economics, Business Management or related fields.
- Minimum 3-5 years direct experiences in DCM.
- Understanding of debt capital market and DCM instruments.
- Understanding of derivatives products that relating to DCM products.
- Understanding of the overall economic environment, interest rate trend, FX trend.
- Strong communication, persuasion and negotiation skills.
- Proficient in both written and spoken English.
- Ability to handle multiple tasks simultaneously.
Job type:
Full-time
Salary:
negotiable
Job Description 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.
Job type:
Full-time
Salary:
negotiable
- Identify and explore new investment opportunities by coordinating with financial institutions and property agents.
- Conduct market surveys and feasibility studies for various real estate products.
- Prepare investment analyses and feasibility reports to support decision-making.
- Present findings and strategic recommendations to management.
- Structure and execute joint venture (JV) transactions, including set-up and closing for both existing and new projects.
- Support M&A activities with potential joint venture partners.
- Oversee commercial aspects and contribute to the project development process.
- Perform financial planning and analysis (FP&A) for diversified businesses, including warehouse, hotel, and office.
- Support the structuring and management of Real Estate Investment Trusts (REITs).
- Master s or Bachelor s degree in Economics or related fields.
- Minimum of 5 years of relevant experience, especially in Investment Banking, Corporate Finance, or Investment.
- Strong knowledge and understanding of the investment process.
- Proactive, independent, and equipped with strong analytical and communication skills.
- Experience in FP&A and REITs is a plus.
- Co-working space.
- On-site fitness center.
- Social security, health insurance, life insurance, and accident insurance.
- Provident fund.
- Annual performance bonus.
- Paid vacation leave (upon completion of probation).
- Workation leave.
- Special birthday leave.
- Annual health check-up.
- Marriage and funeral support allowances.
- Transportation Access.
- BTS: Phahonyothin 24 Station.
- MRT: Phahonyothin Station.
- Mobility: App-based ride service by MuvMi.
- Stay Connected with SC ASSET
- http://insidesc.scasset.com/.
Experience:
2 years required
Skills:
Product Development, Finance, Accounting, English
Job type:
Full-time
Salary:
negotiable
- Approach new business partners, and maintain close relationships with existing partners on the platform.
- Identify business opportunities, propose marketing campaigns, suggest product improvement, negotiate and close commercial deals.
- Analyze in-depth customer behaviour and provide data to support strategic decision making regarding business or product development and improvement.
- Coordinate with related parties both internal and external to develop new solutions or improve on existing processes.
- Optimize end-to-end funnel from user registration to successful payment including managing cost of payment and source of fund.
- Bachelor or master degree in business, finance, accounting, economics or engineer or related fields with at least 2 years of working experience.
- Expertise in soft-skills, strong conceptual, communication, analytical and problem solving skills.
- Strong written and verbal communications in both Thai and English.
- Be a good team player with enthusiasm and energetic drive.
- Be proactive and possess growth mindset, can-do attitude, and eagerness to learn new thing.
- Be able to lead cross-functional team players and manage end-to-end projects in a timely manner when needed.
- Be able to work under pressure with minimum guidance.
- Consulting background is a plus.
- SQL language knowledge for data retrieval and manipulation is a plus.
- Business Development Investment Product.
- Support investment business through analysis of new investment products, help define new investment ideas/opportunities, and oversee the existing products.
- Provide personalized investment solution across all asset classes helping customers to achieve their goals through digital platform.
- Lead product due diligence with partners and our internal team to onboard investment products on our platform.
- Proactively provide investment advisory/solution and standardize content to customers by segmentation.
- Identify process improvement and risk mitigation opportunities within the function to the front office and the overall effectiveness of our surveillance systems and process/procedures.
- Timely prepare responses/advises to customers when necessary.
- Bachelor or master degree in business, finance, accounting, economics or engineer or related fields with at least 2-4 years of working experience.
- Preferred if possess Single License or able to acquire one in due course.
- Expertise in soft-skills, strong conceptual, communication, analytical and problem solving skills.
- Strong written and verbal communications in both Thai and English.
- Be a good team player with enthusiasm and energetic drive.
- Be proactive and possess growth mindset, can-do attitude, and eagerness to learn new thing.
- Be able to lead cross-functional team players and manage end-to-end projects in a timely manner when needed.
- Business/product development and technical skill is a plus.
Skills:
Finance
Job type:
Full-time
Salary:
negotiable
- Screening potential investment opportunities.
- Conducting due diligence throughout the decision-making process.
- Participating in investment negotiations and closing processes.
- Supporting portfolio companies in funding, business building and other related activities.
- Manage investment strategy and portfolio to ensure financial and strategic returns.
- EDUCATION.
- Bachelor s or Master's degree in Business Management, Finance, Science, Engineering, Innovation or the related field.
- EXPERIENCE.
- Startup.
- Venture Capital.
- Private Equity.
- Banking and Finance.
- OTHER REQUIREMENTS.
Experience:
3 years required
Skills:
Business Development, Finance, Accounting, English
Job type:
Full-time
Salary:
negotiable
- Generate business development ideas for sectors under responsibility assigned.
- Execute the preparation of all necessary important documentations (agreements with clients, roadshow materials, filings to SEC/SET) and generate ideas and concepts for presentations to internal stakeholder and external clients.
- Analyze financial models and verify the correctness and completeness of financial models.
- Train junior staff on Investment Banking related skills (financial modeling & valuation, presentation, related industries) and Investment Banking products (equity, M&A, property fund, infrastructure fund) including guide junior staff on related SEC/SET rules and regulations.
- Qualifications Bachelor's degree or higher in Finance, Economic, Accounting, Business Administration or related fields.
- At least 3 years working experience in Investment Banking, Capital Markets and Financial Consulting.
- Good command of written and spoken English.
- Strong leadership, financial, conceptual, communication, and analytical 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.
Experience:
5 years required
Skills:
Product Owner, Product Development, CFA
Job type:
Full-time
Salary:
negotiable
- Customer-Centric Design: Champion a customer-first approach, ensuring our investment products deliver intuitive, seamless, and delightful user experiences.
- Data-Driven Decision Making: Utilize data insights to inform product decisions, prioritize features, and measure success against key performance indicators.
- AI-Powered Innovation: Leverage AI and machine learning to analyze user behavior, identify trends, and uncover opportunities for product enhancement and personalization.
- Product Leadership: Define the product vision, strategy, and roadmap for your portfolio, aligning cross-functional teams and stakeholders towards a common goal.
- End-to-End Ownership: Manage the entire product lifecycle, from ideation and concept development to launch, iteration, and continuous improvement.
- Technical Collaboration: Partner effectively with engineering, design, and data science teams, translating business requirements into technical specifications and ensuring successful implementation.
- 5+ years of experience as a Product Manager, Product Owner, or similar role in fintech, investment management, or a related field.
- Proven track record of delivering successful investment or wealth management products with measurable impact on customer satisfaction and business outcomes.
- Strong analytical skills with the ability to interpret complex data and derive actionable insights.
- Experience with AI/ML techniques and their application in product development.
- Exceptional communication and presentation skills, capable of influencing and inspiring stakeholders at all levels.
- Experience working in agile environments and familiarity with tools like Jira.
- Passion for fintech and a deep understanding of the investment landscape.
- Nice to have.
- MBA or advanced degree in a relevant field.
- Experience in a startup or high-growth environment.
- CFA or other relevant financial certifications.
- Proficiency in SQL and data visualization tools.
Experience:
5 years required
Skills:
Research, Market Analysis, Finance
Job type:
Full-time
Salary:
negotiable
- Lead macroeconomic and cross-asset class market analysis to identify key risks and opportunities for portfolio positioning.
- Develop and refine strategic and tactical asset allocation strategies tailored to diverse wealth client segments.
- Communicate investment insights through high-quality reports, media appearances, webinars, and client-facing presentations.
- Collaborate with internal stakeholders and external partners to align investment strategies with business objectives and market perspectives.
- Supervise and mentor junior analysts, ensuring high standards of research quality and analytical rigor.
- Qualifications Master s degree in Finance, Economics, Business Administration, or a related field.
- Minimum of 5-8 years of experience in investment research, strategy, or portfolio advisory roles within banking, wealth management, or asset management.
- Strong understanding of global macroeconomics, asset allocation frameworks, and investment products (e.g., equities, fixed income, alternatives, mixed funds).
- Excellent communication skills, with experience as a media representative or public speaker on financial markets and investment strategy.
- Proficiency in Bloomberg, Excel, and data visualization tools (e.g., Power BI, Tableau).
- Must hold a valid Investment Analyst License (IA) authorized by the Thai SEC. A CFA designation (or progress toward it) is highly preferred.
- 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, CFP, English
Job type:
Full-time
Salary:
negotiable
- 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.
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