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ประสบการณ์:

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ประเภทงาน:

งานประจำ

• Responsible for managing relationship with existing wealth clients and acquiring new potential wealth clients.
• Plan, analyze, and assess investment need of customer in portfolio, together with recommend suitable investment solution to each client based on risk appetite and preference.
• Facilitate investment transaction to clients to ensure smooth and accuracy process are maintained, as well as coordinate with related parties to ensure excellent servic ...
• Prepare call plan, call report, and execute according to plan to foster with the existing clients and expanding new client pipeline.
• Maintain ethical and good governance standard that comply with market conduct, and rules and regulations.
• Qualifications Bachelor's degree or higher in Finance, Accounting, Business Administration, Economics, and related fields.
• Minimum of 5-year direct experiences in banking, investment advisory, or insurance.
• Sound knowledge in investment and insurance products.
• Possess IC, LIB, Unit Link and NIB licenses.
• Good presentation skill, enthusiastic, observant, meticulous and able to work under pressure.
• 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.

ประสบการณ์:

ไม่จำเป็นต้องมีประสบการณ์ทำงาน

ประเภทงาน:

งานประจำ

• Lead the assigned project development. Work closely with product owners and frontline users to understand details requirements and coordinate with PM & PO of digital team to estimate level of effort in order to meet the target deliverable date.
• Play a major role in design features with core commitment to quality and impact to business value/objectives. Manage project issues, escalation of risks & issues and interventions to achieve project milestones and final outcomes.
• Constantly monitor and report progress of the projects to all stakeholders. Collabor ...
• Collaborate with frontline users to drive the adoption; develop adoption strategy, roadmap and manage to the execution. Work with external stakeholders (SEC, BOT, OIC) on approval of the platforms launched; and, if any, new regulations applied and required to fine-tune platform requirements.
• Research new technologies to enhance and uplift values to the products/platforms. Develop platform handbook for users to drive the adoption.
• Qualifications Bachelor's degree or higher in Engineering, MIS, Computer Sciences, and related fields.
• Minimum of 2-year direct experiences in in Project Management, Business Consulting, Computer Engineering, or related functions.
• Capable of handling, track and troubleshooting of the multiple projects simultaneously in a fast-paced environment.
• Passion in investment and insurance product is a plus. Abreast of digital, mobile banking trends. Experience in implementation of native iOS or Android app is a plus.
• Fluent command of written and spoken English.
• 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.

ประสบการณ์:

ไม่จำเป็นต้องมีประสบการณ์ทำงาน

ประเภทงาน:

งานประจำ

• Responsible for managing relationship with existing wealth clients and acquiring new potential wealth clients.
• Plan, analyze, and assess investment need of customer in portfolio, together with recommend suitable investment solution to each client based on risk appetite and preference.
• Facilitate investment transaction to clients to ensure smooth and accuracy process are maintained, as well as coordinate with related parties to ensure excellent servic ...
• Prepare call plan, call report, and execute according to plan to foster with the existing clients and expanding new client pipeline.
• Maintain ethical and good governance standard that comply with market conduct, and rules and regulations.
• Qualifications Bachelor's degree or higher in Finance, Accounting, Business Administration, Economics, and related fields.
• Minimum of 5-year direct experiences in banking, investment advisory, or insurance.
• Sound knowledge in investment and insurance products.
• Possess IC, LIB, Unit Link and NIB licenses.
• Good presentation skill, enthusiastic, observant, meticulous and able to work under pressure.
• 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.