เงื่อนไขการค้นหา

ทักษะ:

CFA, CFP, English

ประเภทงาน:

งานประจำ

• Investment Advisory - Tailor strategies based on market trends, asset allocation, and client objectives.
• Global Market Access - Offer exclusive investment opportunities, including structured products, bonds, FX, and alternatives.
• Client Collaboration - Work closely with private bankers to develop and present investment proposals.
• Market & Portfolio Analysis - Monitor global trends and ensure portfolios align with clients risk profiles and financial goals.
• Investment Insights - Share market updates and product opportunities with internal teams and clients.
• 4+ years of experience in investment consulting, private banking, asset management, or financial services.
• A strong understanding of global and local financial markets, structured products, and portfolio management.
• CFA, FRM, CFP, or other relevant certifications (preferred but not required).
• Excellent analytical, communication, and presentation skills.
• The ability to work effectively with private bankers and high-net-worth clients.
• Fluency in Thai and English.
• ท่านสามารถอ่านและศึกษานโยบายความเป็นส่วนตัวของธนาคารกรุงไทย จำกัด (มหาชน) ที่ https://krungthai.com/th/content/privacy-policy ทั้งนี้ ธนาคารไม่มีเจตนาหรือความจำเป็นใดๆ ที่จะประมวลผลข้อมูลส่วนบุคคลที่มีความอ่อนไหว รวมถึงข้อมูลที่เกี่ยวข้องศาสนาและ/หรือหมู่โลหิต ซึ่งอาจปรากฏอยู่ในสำเนาบัตรประจำตัวประชาชนของท่านแต่อย่างใด ดังนั้น กรุณาอย่าอัปโหลดเอกสารใดๆ รวมถึงสำเนาบัตรประจำตัวประชาชน หรือกรอกข้อมูลส่วนบุคคลที่มีความอ่อนไหวหรือข้อมูลอื่นใด ซึ่งไม่เกี่ยวข้องหรือไม่จำเป็นสำหรับวัตถุประสงค์ในการสมัครงานไว้บนเว็บไซต์ นอกจากนี้ กรุณาดำเนินการให้แน่ใจว่าได้ดำเนินการลบข้อมูลส่วนบุคคลที่มีความอ่อนไหว (ถ้ามี) ออกจากเรซูเม่และเอกสารอื่นใดก่อนที่จะอัปโหลดเอกสารดังกล่าวไว้บนเว็บไซต์แล้วด้วย ทั้งนี้ ธนาคารมีความจำเป็นต้องเก็บรวบรวมข้อมูลส่วนบุคคลเกี่ยวกับประวัติอาชญากรรมของท่านเพื่อบรรลุวัตถุประสงค์ในการพิจารณารับบุคคลเข้าทำงาน หรือการตรวจสอบคุณสมบัติ ลักษณะต้องห้าม หรือพิจารณาความเหมาะสมของบุคคลที่จะให้ดำรงตำแหน่ง ซึ่งการให้ความยินยอมเพื่อเก็บรวบรวม ใช้ หรือเปิดเผยข้อมูลส่วนบุคคลเกี่ยวกับประวัติอาชญากรรมของท่านมีความจำเป็นสำหรับการเข้าทำสัญญาและการได้รับการพิจารณาตามวัตถุประสงค์ดังกล่าวข้างต้น ในกรณีที่ท่านไม่ให้ความยินยอมในการเก็บรวบรวม ใช้ หรือเปิดเผยข้อมูลส่วนบุคคลเกี่ยวกับประวัติอาชญากรรม หรือมีการถอนความยินยอมในภายหลัง ธนาคารอาจไม่สามารถดำเนินการเพื่อบรรลุวัตถุประสงค์ดังกล่าวข้างต้นได้ และอาจ ทำให้ท่านสูญเสียโอกาสในการได้รับการพิจารณารับเข้าทำงานกับธนาคาร .

ทักษะ:

Finance, Accounting, CFP, English

ประเภทงาน:

งานประจำ

• 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.

ประสบการณ์:

5 ปีขึ้นไป

ทักษะ:

Finance, Accounting, CFP, English

ประเภทงาน:

งานประจำ

• 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.

ประสบการณ์:

3 ปีขึ้นไป

ทักษะ:

Finance, Accounting, CFP, English

ประเภทงาน:

งานประจำ

• 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.

ประสบการณ์:

7 ปีขึ้นไป

ทักษะ:

Finance, Accounting, CFP, English

ประเภทงาน:

งานประจำ

• 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.