เงื่อนไขการค้นหา

ทักษะ:

CFA, CPA

ประเภทงาน:

งานประจำ

• ประสบการณ์อย่างน้อย 10 ปีขึ้นไป ในสาย private equity, investment banking, M&A advisory, direct investment หรือ portfolio management.
• มีประสบการณ์เข้าร่วมทำดีลจริงหลายดีล โดยเฉพาะดีลที่ปิดสำเร็จ.
• มีความเชี่ยวชาญด้าน valuation, financial modelling, due diligence และการวางโครงสร้างดีล พร้อมพื้นฐานที่แข็งแกร่งด้าน corporate finance และบัญชี.
• ปริญญาตรีสาขาการเงิน บัญชี หรือสาขาที่เกี่ยวข้อง หากมี CFA จะได้รับการพิจารณาเป็นพิเศษ (ปริญญาโทหรือ CPA เป็นข้อได้เปรียบเพิ่มเติม).
• ใช้งาน Microsoft Excel และ PowerPoint ได้ในระดับสูง พร้อมทักษะการเจรจาและการนำเสนอที่ดี.
• สื่อสารภาษาไทยและอังกฤษได้ดีทั้งการเขียนและการพูด.

ประสบการณ์:

12 ปีขึ้นไป

ทักษะ:

English

ประเภทงาน:

งานประจำ

• Oversee and coordinate the Family's global investment portfolio across public markets, private equity, venture capital, and co-investments.
• Monitor performance, allocations, and exposures, ensuring balance between liquidity, long-term holdings, sectors, and geographies.
• Prepare regular portfolio summaries and dashboards for the Family Principal.
• Private Market Investments.
• Conduct due diligence, financial modelling, and valuation analysis on new private market opportunities.
• Review fund performance, company updates, and capital calls/distributions.
• Support the Family Principal in managing relationships with fund managers and in assessing exit strategies.
• Public Market Oversight.
• Supervise portfolio implementation and adherence to strategic asset allocation guidelines (risk/return, regions, sectors).
• Coordinate with banks and advisors on tailored investment proposals and ensure execution alignment.
• Track performance metrics, highlighting opportunities and risks.
• Operations, Treasury & Reporting.
• Oversee liquidity management, cash flow planning, and coordination of capital movements.
• Ensure accuracy and consistency in financial reporting and reconciliation across custodians and investment accounts.
• Supervise the administrative and compliance aspects of the Family Office, in collaboration with accountants, legal advisors, and custodians.
• The role is supported by the Single-Family office senior analyst responsible for reporting, administration, and custodians' accounts consolidation.
• PART B CHIEF OF STAFF TO THE DEPUTY CEO.
• Executive Governance & Committee Management.
• Support the Vice President in the preparation, coordination, and follow-up of the Executive Committee meetings related to business review.
• Serve as Secretary to the Indorama Management Council, the apex body responsible for steering organizational-level decisions, by coordinating and facilitating monthly meetings.
• Structure agendas, consolidate briefing materials, prepare presentations, and ensure timely documentation and follow-up of action items.
• Liaise with divisional CEOs, CFO, CHRO, and other Group leaders to ensure alignment of strategic topics, metrics, and objectives.
• Strategic Projects & Transformation.
• Support and coordinate strategic projects across the Group, including operational excellence, sustainability and circular economy programs, and portfolio optimization.
• Conduct strategic and financial analyses, benchmarking, and synthesis to inform decision-making.
• Manage multi-stakeholder workstreams ensuring timely delivery and high-quality reporting.
• Communication & Executive Interface.
• Act as the Vice President's liaison across internal and external stakeholders, ensuring clarity, discretion, and alignment.
• Draft internal communications, meeting summaries, and briefing notes.
• Represent the Vice President when delegated, ensuring outcomes are documented and followed up appropriately.
• Operational Support & Agenda Management.
• Structure and prioritize the Vice President's agenda and commitments across Group and Family activities.
• Coordinate the flow of information between the Vice President's corporate and Family Office responsibilities in a controlled and confidential manner.
• 12-18 years of experience in strategy, investment management, or executive office functions, ideally within a large industrial group, family office, private equity, or consulting firm.
• Proven analytical ability (financial modelling, due diligence, performance tracking) combined with strong project and process management skills.
• Understanding of portfolio construction, risk management, and corporate governance.
• High emotional intelligence and diplomacy; able to manage complex and confidential matters with discretion.
• Exceptional organizational and communication skills.
• Advanced proficiency in Excel, PowerPoint, financial reporting tools and leveraging AI tools to drive efficiency.
• KEY SUCCESS FACTORS.
• Strategic thinker with strong execution discipline.
• Trusted partner able to operate seamlessly between corporate and personal domains.
• Capacity to balance analytical work with hands-on coordination.
• Strong sense of ownership, discretion, and accountability.
• Commitment to the long-term vision of both the Group and the Family.
• Indorama Ventures Public Company Limited and its affiliates and subsidiaries ("Company") are required to collect your criminal record for the purpose of job recruitment or the onboarding process for specific roles or positions. The successful candidate must submit their criminal record to the Company, as it is a criterion for selection. Candidates who do not provide consent will not be eligible for employment or for further steps in the recruitment process.

ประเภทงาน:

งานประจำ

• Provide wealth management solution through asset allocation strategy, giving clients access to variety of investment products covering all asset classes including cash, bonds, stocks and alternatives.
• Master degree with minimum of 2-year experience in the capital market.
• Highly knowledgeable about financial services and products.
• Highly developed relationship management skills.
• Demonstrated success in meeting business targets.
• Excellent communication and interpersonal skills.
• Mature and self-confident.
• Specific knowledge and skill / ความรู้เฉพาะตำแหน่ง.

ประสบการณ์:

8 ปีขึ้นไป

ทักษะ:

Product Development, Enthusiastic, Accounting, CFA

ประเภทงาน:

งานประจำ

• Conduct in-depth consultations and provide total portfolio solutions for HNW/UHNW clients, including highly sophisticated investors as well as analyze clients' financial situations and offer tailored investment or funding recommendations.
• Recommend suitable investment products, such as mutual funds, bonds, structured notes, and private assets, based on each client's risk appetite.
• Monitor client investment portfolio performance and recommend appropriate adjustments according to asset allocation.
• Stay updated on market conditions and factors that impact the market, provide timely call-to-action recommendations to clients.
• Cultivate strong client relationships, fostering trust and confidence in investment expertise, and collaborate within a team to design efficient and suitable investment products, asset allocation, and investment strategies.
• Bachelor's degree or higher in Finance, Accounting, Business Administration, Marketing, or related fields.
• Minimum of 5 years of direct experience in fund management, investment consultation, investment strategy, investment product development, with preference for portfolio management, fund management, or investment strategy experience.
• License holders of IC Complex, IP, or fund manager license. CFA will be a plus.
• Experiences in fostering relationships with HNW/UHNW clients and in-depth knowledge of financial markets, investment products, and economic trends.
• Strong analytical and problem-solving skills, ability to interpret complex financial data, along with excellent interpersonal, communication, and creative problem-solving 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

ประเภทงาน:

งานประจำ

• Investment Advisor is responsible to provide wealth management service to targeted clients who would benefit from our expertise in investment management and a superior wealth management platform.
• Role and.
• Develop and manage relationships with individuals with minimum liquid investable asset of 2 million baht or more.
• Provide wealth management solution through asset allocation strategy, giving clients access to variety of investment products covering all asset classes including cash, bonds, stocks and alternatives.
• Master degree with minimum of 2-year experience in the capital market.
• Highly knowledgeable about financial services and products.
• Highly developed relationship management skills.
• Demonstrated success in meeting business targets.
• Excellent communication and interpersonal skills.
• Mature and self-confident.
• Specific knowledge and skill / ความรู้เฉพาะตำแหน่ง.

ประสบการณ์:

3 ปีขึ้นไป

ประเภทงาน:

งานประจำ

• 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 650 billion baht.
• Investment Consultant is part of the Investment Solutions Department. The department provides expertise in customized solutions for client investment across different asset classes and products for both onshore and offshore investment.
• Role and.
• Provide investment solutions to clients across all asset classes including customized solutions.
• Collaborate closely with the Financial Consultant to develop and maintain relationship with major clients.
• Collaborate with the Wealth Management's Investment Committee to select investment ideas and products to offer to our clients.
• Monitor and analyze general investment solutions market landscape.
• High caliber Bachelor's/Master's degree in Economics, Finance, or a related field.
• 5+ years of relevant experience in the financial industry.
• Highly knowledgeable about financial services and products.
• Experience in the global offshore private banks is highly preferred.
• Demonstrated success in meeting business targets.
• Highly developed relationship management skills.
• Excellent communication and interpersonal skills.
• Mature and self-confident.
• Specific knowledge and skill / ความรู้เฉพาะตำแหน่ง.

ประสบการณ์:

3 ปีขึ้นไป

ทักษะ:

Recruitment, Power point, Accounting, Automation, Leadership Skill

ประเภทงาน:

งานประจำ

• Verify and approve order aggregation, allotment, and settlement processes to ensure accuracy and compliance.
• Validate daily investment static data, oversee fund transfers, and monitor payment processing for customer bank accounts.
• Monitor corporate actions such as dividend events and maturities ensuring accurate settlement and timely execution.
• Perform daily, monthly, and ad-hoc reconciliations, investigate transaction discrepancies, and escalate unresolved issues as needed.
• Work in collaboration with internal teams and external counterparties to streamline operations and enhance service efficiency.
• Lead and support system UAT for wealth-related products, identify operational gaps, and drive process enhancements.
• Oversee third-party service providers for document printing, statements, and customer communication materials.
• At least Bachelor's degree in Finance, Accounting, Business, Economics, or a related field.
• Minimum 3-5 years of relevant experience in Investment Operations, Banking, Accounting, Financial Services, or a related field.
• Experience in system implementation, process improvement, or automation initiatives is an advantage.
• Strong proficiency in MS Office applications, particularly Excel (including Pivot Tables and formulas) and PowerPoint; knowledge of VBA, Python, or other programming languages is an advantage.
• Strong command of both written and spoken English, with the ability to communicate effectively and prepare professional documentation.
• Strong leadership and people management skills, with the ability to work effectively under pressure in a fast-paced environment and manage multiple priorities.
• Ability to collaborate effectively with cross-functional teams and stakeholders to achieve operational objectives.
• หมายเหตุ: ธนาคารมีความจำเป็นจะต้องดำเนินตรวจสอบและเก็บข้อมูลประวัติอาชญากรรมของผู้สมัครในตำแหน่งงานนี้เพื่อตรวจสอบคุณสมบัติหรือลักษณะต้องห้ามตามนโยบายของธนาคาร.
• The Bank requires the checking and collection of criminal records for candidates of this position, in order to verify qualifications and/or disqualifications for the job position in accordance with the Bank's policy.
• Additional.
• Be a Part of the UOB Family.
• UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

ประสบการณ์:

2 ปีขึ้นไป

ทักษะ:

Microsoft Office, Accounting, English

ประเภทงาน:

งานประจำ

• Develop and maintain strategic and tactical asset allocation frameworks.
• Integrate a range of products from mutual funds to structured products.
• Actively contribute to the Investment Committee with market insights and strategy proposals.
• Market Monitoring and Research.
• Continuously track global macroeconomic developments, financial market trends, and geopolitical events.
• Conduct in-depth analysis of asset classes and key sectors identify opportunities and risks.
• Portfolio Management and Advisory.
• Recommend and implement portfolio adjustments based on changing market conditions and client objectives.
• Monitor performance and conduct periodic reviews, advising on rebalancing or allocation changes as appropriate.
• Product Selection and Development.
• Collaborate with product teams to design and launch innovative investment solutions that meet evolving client needs.
• Client Communication and.
• Education.
• Present investment strategies and market views to clients in clear, engaging, and easy-to-understand language.
• Support relationship managers and advisory teams with trainings and investment seminars.
• Master's degree or higher in Finance, Economics, Accounting, or related field.
• Minimum 2 years experience as an investment strategist, portfolio manager, fund manager, or equity/fixed income analyst.
• Strong command of English, both spoken and written.
• Highly presentable with excellent communication and presentation skills.
• Strong analytical and problem-solving skills.
• Proficient in Microsoft Office and financial data platforms.
• หมายเหตุ: ตำแหน่งงานนี้จำเป็นต้องตรวจสอบประวัติอาชญากรรมของบุคคลก่อนพิจารณารับเข้าทำงาน เพื่อความปลอดภัยและรักษามาตรฐานขององค์กร.
• This position requires a criminal record information check prior consideration for employment to ensure safety and maintain standards of the organization.

ประสบการณ์:

1 ปีขึ้นไป

ทักษะ:

Financial Analysis, Market Research, Power point, Accounting, Teamwork

ประเภทงาน:

งานประจำ

• Perform financial analysis, including financial statement analysis, valuation, capital structure, funding requirements and credit analysis.
• Develop an understanding of clients' businesses, industry dynamics, key business drivers, competitive landscape and key risks.
• Prepare financial models, valuation analyses, comparable company/transaction analyses and other analyses required for transactions.
• Prepare pitch books, marketing materials, management presentations and other transaction-related materials.
• Support the execution of ECM transactions, including IPOs, follow-on offerings and other equity capital raising transactions.
• Support the execution of DCM transactions, including bond and debenture offerings and other debt financing transactions.
• Prepare and review filing documents, information memoranda, offering documents and other transaction-related documents in accordance with applicable regulations.
• Develop knowledge of SEC/SET regulations, accounting principles and other legal or regulatory requirements relevant to assigned transactions.
• Proactively research industry-specific, accounting, legal and regulatory matters relevant to clients and transactions.
• Conduct KYC/CDD and support due diligence on issuers, directors and management.
• Coordinate with clients, internal teams and external parties, including SEC, SET, ThaiBMA, legal counsel, auditors and rating agencies, as applicable.
• Review work carefully for accuracy, consistency and completeness, and deliver assigned work within required timelines.
• Bachelor's degree or higher in Finance, Accounting, Economics, Business Administration or related fields.
• Fresh graduates are welcome. Relevant internship or work experience in investment banking, corporate finance, audit, consulting or related fields would be an advantage.
• Good understanding of financial statements, accounting principles and corporate finance fundamentals.
• Strong analytical and numerical skills with attention to detail.
• Good working knowledge of Microsoft Excel and PowerPoint, with the ability to analyze financial information and prepare professional presentation materials.
• Good command of written and spoken English.
• Ability to work effectively under pressure, manage multiple assignments and deliver high-quality work within tight deadlines.
• Proactive, curious and willing to independently research unfamiliar businesses, industries, accounting issues and regulatory requirements.
• Strong communication skills and willingness to ask questions, express views and discuss issues constructively with team members.
• High level of ownership, accountability and willingness to learn.
• Good interpersonal and teamwork skills.

ประสบการณ์:

1 ปีขึ้นไป

ทักษะ:

Work Well Under Pressure, Accounting

ประเภทงาน:

งานประจำ

• Deliver an end-to-end client experience across the investment journey from onboarding to ongoing support by guiding clients through application flows, account opening processes, explaining the standard investment plans, assisting transactions, and handling complaints.
• Provide accurate information within the scope of an Investment Consultant License that aligns with client goals, and regulatory requirements, and handle FAQs.
• Ensure the accuracy and completeness of data, maintaining detailed interaction logs, ...
• Manage customer inquiries, escalate according to protocols, and collaborate closely with internal teams (Operations, IT, Compliance, Product) to deliver timely and effective solutions.
• Propose and support practical improvements to enhance service quality, and client satisfaction.
• Bachelor degree or higher in Finance, Economics, Accounting, or a related field.
• Possesses an Investment Consultant (IC) license.
• At least 1-3 years of experience in Customer Service roles, preferably in the banking, securities, or insurance industries.
• Strong interest in and up-to-date knowledge of financial news and investment trends.
• Possesses a proactive mindset and strong analytical skills, with the ability to identify opportunities for process improvement.
• Excellent communication skills, a positive personality, and a genuine serviceminded attitude.
• Ability to work well under pressure and solve problems effectively.
• Detail-oriented and a good team player.

ทักษะ:

Accounts Payable, Automation, Leadership Skill

ประเภทงาน:

งานประจำ

• The Head of Accounts Payable, Treasury & Investment is responsible for overseeing the company's cash flow, payment operations, liquidity management, and investment strategy. This role ensures efficient financial operations, strong internal controls, and optimal use of company funds while managing financial risk.
• Accounts Payable (AP) Management: Oversee end-to-end AP processes including invoice processing, approvals, and vendor payments Ensure timely and accurate payments while optimizing working capital Implement and maintain strong internal controls and comp ...

ประสบการณ์:

2 ปีขึ้นไป

ทักษะ:

Business Development, Financial Analysis, Financial Modeling, Market Research, Power point

ประเภทงาน:

งานประจำ

• Investment Screening & Research Support.
• Conduct preliminary reviews of internal and external investment proposals, in partnership with internal business units.
• Perform market and industry research to support feasibility assessments.
• Analyze sector trends, competitive dynamics, and regulatory factors.
• Assist senior members in preparing insights and materials for management review.
• Financial Modeling & Commercial Analysis.
• Support financial modeling work including building complex financial models, conducting return, scenario, and sensitivity analysis, and valuation benchmarking.
• Validate assumptions with business units and help compile commercial inputs.
• Prepare summary tables, charts, and visuals for investment memos and presentations to support internal investment approval process.
• Presentation Development & Communication.
• Investment Review Committee.
• CEO/COO updates.
• market research briefings.
• due diligence and analysis summaries.
• Convert analyses into clear, structured, storyline-driven slides.
• Business Development & Opportunity Sourcing (Support).
• Assist in M&A and partnership landscaping in priority sectors (energy transition, resources, digital infra, AI infrastructure, etc.), in partnership with business unit leaders.
• Conduct market scans and maintain trackers of potential opportunities.
• Support screening of inbound proposals from investment banks, consultants, PE/VC funds, brokers, and industry networks.
• Coordinate early-stage assessments with internal teams.
• Internal Investment Approval Process Coordination.
• Prepare documentation, templates, checklists, and analysis packs for internal investment approval process.
• Ensure completeness and accuracy in materials prepared for senior management and committees.
• Help maintain deal pipelines and internal databases.
• Keep meeting minutes and track follow up items for investment committee review meetings.
• Portfolio Monitoring Support.
• Assist in tracking the performance of existing investments.
• Compile periodic updates, dashboards, and financial summaries.
• Support post-investment reviews and lessons-learned exercises.
• Bachelor's degree in Finance, Economics, Accounting, Engineering, or a related field.
• Minimum 2 years of experience in investment banking, consulting, corporate finance, PE/VC, or similar analytical roles.
• Strong analytical abilities with a good foundation in financial modeling and valuation.
• Excellent PowerPoint skills and the ability to build structured, compelling presentations.
• Strong research skills and the ability to synthesize complex information.
• Detail-oriented, proactive.
• Strong communication skills and a collaborative mindset.
• Strong command of written and spoken English for effective professional communication (TOEIC Score of 600 or above).
• Remark.
• Per the company's policy, this position requires a criminal record information as one of the employment criterias.

ประสบการณ์:

5 ปีขึ้นไป

ทักษะ:

English

ประเภทงาน:

งานประจำ

• Utilizing available resources in setting strategy, and execution of fixed Income fund management with an aim to deliver consistent outperformance.
• Ensure that all rules, regulations, mandates are strictly adhered to.
• Provide support to internal and external clients.
• Regularly evaluate fund performance and make necessary change.
• Appraise and provide feedback to team.
• Study and search for new fund opportunities.
• Bachelor's Degree or Master's Degree in Finance, Financial Engineering, Investment or Related Fields.
• 4 - 5 years of working experience in "Fixed-Income Fund Manager" from Asset Management Firm.
• Good Analytical and Presentation Skills, Hands-on, Selling and Pitching skills and Strong Communication and Story Telling skills.
• Good command of English Specific knowledge and skill / ความรู้เฉพาะตำแหน่ง -.

ประสบการณ์:

5 ปีขึ้นไป

ทักษะ:

Product Development, Financial Modeling, Negotiation, Leadership Skill, CFA

ประเภทงาน:

งานประจำ

• Research & report in-depth industry roadmap and client's operation financial model business, and client's issue (Pain point) Perform detailed financial modeling, including valuation, cash flow analysis, and financial statement analysis. Provide expertise in financial modeling, valuation, due diligence, and negotiation Analyze, Propose, and Develop total fundraising solution (debt, hybrid, REIT's, Syndication, Structure Finance) to support financial decision - Product development Create case strategies, pitch books, and/or presentations to win the mandate and successfully deliver su ...
• Bachelor's or Masters degree in Finance, Business, or a related field. Proven experience 5+ years in investment banking Strong leadership skills and a demonstrated ability to lead and inspire teams. Exceptional financial modeling, valuation, and analytical skills. Excellent communication, negotiation skills and strong client relationship management abilities. Proven ability to work effectively in a high-pressure environment. Strong financial modeling, analytical skills, and due diligence skills Knowledgeable in investment banking and finance Strong communication and interpersonal skills Ability to thrive in a team-oriented, fast-paced environment Professional qualifications such as CFA, CPA, or relevant Master's degree is a plus.

ทักษะ:

Project Management, Power point, English

ประเภทงาน:

งานประจำ

• Monitor project progresses to ensure project completion within time, budget, and qualities following AWC's standards.
• Provide project weekly report to summarize projects' status for upper management.
• Analyze any potential problem, provide solution, and notify to upper management for keeping project execution smoothly.
• Coordinate and work with cross functional teams to deliver and support any AWC's projects.
• Perform other duties or ad hoc tasks as assigned by upper management.
• Bachelor's or Master's degrees in Civil, Mechanical, Architect or related field.
• At least 5-year project management or construction management of high-rise projects.
• Strong ownership mindset, cross- functional working, plus result-driven.
• Excellent organizational and technical abilities.
• Good interpersonal and multi-tasking skills.
• Understand design and construction drawings.
• Experience in Hotel, Commercial Building or Retail business is advantage.
• Good command both of spoken and written English.
• Good computer literacy (Excel and PowerPoint is a must).

ทักษะ:

Internal Audit

ประเภทงาน:

งานประจำ

• จัดทำ ทบทวน และปรับปรุง Product Contract.
• ออกแบบและแก้ไขสัญญาให้สอดคล้องกับรูปแบบผลิตภัณฑ์.
• ประสานงานกับฝ่ายกฎหมายและ Compliance ในการตรวจสอบสัญญา.
• จัดทำเอกสารประกอบการสมัครใช้บริการกองทุนส่วนบุคคล.
• ดูแลเอกสารสำหรับ Online Application.
• ควบคุม Version ของสัญญา แบบฟอร์ม และเอกสารผลิตภัณฑ์.
• ดูแลระบบจัดเก็บเอกสารและกำหนดระยะเวลาการเก็บรักษา.
• ตรวจสอบความครบถ้วนของเอกสารลูกค้าและเอกสารเปิดบัญชี.
• จัดทำ Standard Template สำหรับจดหมาย แบบฟอร์ม และเอกสารต่าง ๆ.
• หน้าที่และความรับผิดชอบด้าน Regulation & Compliance.
• ติดตามประกาศและหลักเกณฑ์ของสำนักงาน ก.ล.ต. และหน่วยงานที่เกี่ยวข้อง.
• ประเมินผลกระทบของกฎเกณฑ์ใหม่ต่อผลิตภัณฑ์และกระบวนการทำงาน.
• ประสานงานให้หน่วยงานปรับปรุงกระบวนการตามกฎเกณฑ์ใหม่.
• ตรวจสอบเอกสารและกระบวนการให้เป็นไปตามข้อกำหนดของบริษัท.
• จัดเตรียมเอกสารสำหรับ Internal Audit, Compliance และสำนักงาน ก.ล.ต.
• จัดทำข้อมูลและคำชี้แจงเพื่อรองรับการตรวจสอบ.
• ติดตามประเด็นจาก Audit Finding และประสานงานแก้ไขให้แล้วเสร็จ.
• จัดทำ Compliance Checklist สำหรับผลิตภัณฑ์และกระบวนการสำคัญ.
• ตรวจสอบข้อความสื่อสารกับลูกค้าให้ถูกต้องและไม่ทำให้เกิดความเข้าใจผิด.
• ทำหน้าที่เป็น Checker ด้านเอกสารและกฎเกณฑ์ก่อนเผยแพร่หรือส่งให้ลูกค้า.
• หน้าที่และความรับผิดชอบด้าน Client Service.
• จัดทำจดหมายแจ้งลูกค้าเกี่ยวกับการเปลี่ยนแปลงผลิตภัณฑ์หรือเงื่อนไขบริการ.
• สนับสนุน On Call Service สำหรับลูกค้าและ Investment Consultant.
• รับและประสานงานข้อสอบถามเกี่ยวกับเอกสาร สัญญา และกระบวนการใช้บริการ.
• ติดตามสถานะคำขอของลูกค้าและประสานงานกับหน่วยงานที่เกี่ยวข้อง.
• จัดทำ Frequently Asked Questions และแนวทางตอบคำถามมาตรฐาน.
• บันทึกและวิเคราะห์ปัญหาที่ลูกค้าสอบถามเพื่อนำไปปรับปรุงบริการ.
• สนับสนุนการแก้ไขปัญหากรณีเร่งด่วนที่เกี่ยวข้องกับลูกค้า.
• ประสานงานการส่งเอกสารและการแจ้งข้อมูลสำคัญให้ลูกค้าอย่างถูกต้องและทันเวลา.
• Product Contract and Application Documents.
• Regulatory and Compliance Documentation.
• Internal Audit and SEC Support.
• Client Letters.
• Document Control.
• On Call and Client Support.
• Compliance Checklist.
• จัดทำเอกสารด้านคู่มือการทำงาน ในการจัดการกองทุนส่วนบุคคล (SOP).
• Work location: Near BTS Saladaeng, MRT Silom.
• Welfare and Benefits.
• Health insurance.
• Life / Accident Insurance.
• Dental insurance.
• Provident Fund.
• Staff training and development.
• Social security.
• Performance-based bonus.
• Bualuang Securities Public Company Limited.
• 191 Silom Complex Building, 10,12,19,23,29-32 Floor,.
• Silom Road, Silom, Bangrak, Bangkok 10500.

ทักษะ:

Business Development, Compliance, English

ประเภทงาน:

งานประจำ

• Manage the company's investments as well as those of its subsidiaries and joint ventures, as assigned, to evaluate business performance and investment outcomes for the organization.
• Monitor and closely coordinate with the Strategic Planning & Risk Management unit and the Business Development unit of the company, subsidiaries, and joint ventures.
• Establish study guidelines to evaluate investments in the company, subsidiaries, and joint ventures by conducting financial and risk analysis, as well as assessing rela ...
• Supervise and oversee the department's operations to ensure efficiency and effectiveness.
• Present study results and findings to supervisors and relevant committees/meetings.
• Minimum of 10 years of work experience with a Bachelor's degree, or at least 7 years with a Master's degree.
• At least 5 years of experience in business planning, analysis, or business development, asset management and in a related business field Renewable, Energy, E&P in preferable.
• At least 2 years of experience in managing business investment portfolios in sectors such as energy, resources, services, or large-scale industries.
• Strong analytical and quantitative skills.
• Excellent communication and interpersonal skills.
• Leadership abilities and the capacity to manage and advise.
• Familiarity with relevant financial regulations and compliance standards.
• Good command in English.

ประสบการณ์:

1 ปีขึ้นไป

ทักษะ:

Thai

ประเภทงาน:

งานประจำ

• Perform reconciliation of transactions and balances between RIMS and Vestima (Clearstream).
• Perform reconciliation of GL entries related to UT operations.
• Perform reconciliation of fees and VAT processing in line with procedure and timelines.
• Process customer payment transactions, including redemption payment and dividend reinvestment.
• Maintain UT account statuses in accordance with operational requirements.
• Liaise with internal teams, external teams and Clearstream, regarding operational issues and service matters.
• Manage printing vendors for the production and delivery of confirmation notes, monthly statements, and WHT certificates.
• Support UAT for wealth-related products and system enhancements.
• Perform other operational tasks as assigned.
• At least Bachelor's degree in Finance, Accounting, Business, Economics, or a related field.
• Minimum 1-3 years of relevant experience in Investment Operations, Banking, Accounting, Financial Services, or a related field.
• Experience in retail banking operations will be considered an advantage.
• Proficiency in MS Office applications, particularly Excel (including Pivot Tables and formulas) and PowerPoint.
• Good command of English, with effective reading and writing skills for documentation and communication.
• Strong attention to detail with excellent analytical, problem-solving, and reconciliation skills.
• Ability to work effectively under pressure in a fast-paced environment while collaborating with teams.
• หมายเหตุ: ธนาคารมีความจำเป็นจะต้องดำเนินตรวจสอบและเก็บข้อมูลประวัติอาชญากรรมของผู้สมัครในตำแหน่งงานนี้เพื่อตรวจสอบคุณสมบัติหรือลักษณะต้องห้ามตามนโยบายของธนาคาร.
• Remark: The Bank requires the checking and collection of criminal records for candidates of this position, in order to verify qualifications and/or disqualifications for the job position in accordance with the Bank's policy.
• Additional.
• Develop, Engage, Execute, Strategise.
• Be a Part of the UOB Family.
• UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

ประสบการณ์:

3 ปีขึ้นไป

ทักษะ:

Thai

ประเภทงาน:

งานประจำ

• Verify and approve order aggregation, allotment, and settlement processes to ensure accuracy and compliance.
• Validate daily investment static data, oversee fund transfers, and monitor payment processing for customer bank accounts.
• Monitor corporate actions such as dividend events and maturities ensuring accurate settlement and timely execution.
• Perform daily, monthly, and ad-hoc reconciliations, investigate transaction discrepancies, and escalate unresolved issues as needed.
• Work in collaboration with internal teams and external counterparties to streamline operations and enhance service efficiency.
• Lead and support system UAT for wealth-related products, identify operational gaps, and drive process enhancements.
• Oversee third-party service providers for document printing, statements, and customer communication materials.
• At least Bachelor's degree in Finance, Accounting, Business, Economics, or a related field.
• Minimum 3-5 years of relevant experience in Investment Operations, Banking, Accounting, Financial Services, or a related field.
• Experience in system implementation, process improvement, or automation initiatives is an advantage.
• Strong proficiency in MS Office applications, particularly Excel (including Pivot Tables and formulas) and PowerPoint; knowledge of VBA, Python, or other programming languages is an advantage.
• Strong command of both written and spoken English, with the ability to communicate effectively and prepare professional documentation.
• Strong leadership and people management skills, with the ability to work effectively under pressure in a fast-paced environment and manage multiple priorities.
• Ability to collaborate effectively with cross-functional teams and stakeholders to achieve operational objectives.
• หมายเหตุ: ธนาคารมีความจำเป็นจะต้องดำเนินตรวจสอบและเก็บข้อมูลประวัติอาชญากรรมของผู้สมัครในตำแหน่งงานนี้เพื่อตรวจสอบคุณสมบัติหรือลักษณะต้องห้ามตามนโยบายของธนาคาร.
• Remark: The Bank requires the checking and collection of criminal records for candidates of this position, in order to verify qualifications and/or disqualifications for the job position in accordance with the Bank's policy.
• Additional.
• Develop, Engage, Execute, Strategise.
• Be a Part of the UOB Family.
• UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

ประสบการณ์:

5 ปีขึ้นไป

ทักษะ:

Product Development, IC License, CFA, CFP, English

ประเภทงาน:

งานประจำ

• Responsible for developing and managing investment products, providing market insights and investment strategies, and supporting business growth through in-depth analysis of capital markets, mutual funds, and investment trends. The role requires strong expertise in technical analysis, market strategy, and fund selection to support product development, sales enablement, and client engagement.
• Source, initiate and benchmark new and existing investment products against competitors to develop investment plans.
• Conduct product due diligence and evaluate fund performance across different asset classes.
• Monitor industry trends, market developments, and competitor offerings to identify new investment opportunities.
• Analyze financial markets and provide strategic investment views using Technical Analysis, Market Indicators, Economic Data, and Fund Flow Analysis.
• Develop asset allocation recommendations based on market outlook and investment themes.
• Produce regular market commentaries, investment outlook reports, and portfolio recommendations.
• Monitor global and local market developments and assess potential impacts on investment products.
• Assist the marketing communication teams with marketing campaigns and online promotional activities as assigned.
• Ensure investment products comply with regulatory requirements and internal governance standards.
• Provide cross-functional support and handle ad-hoc projects assigned.
• Bachelor's or Master's Degree in Finance, Economics, Investment, Business Administration, or related fields.
• Minimum 5 years of experience in Investment Strategy, Technical Analysis, Fund Research, Investment Advisory, Wealth Management, or Investment Product Management.
• Strong expertise in Technical Analysis, Market Strategy, Chart Analysis, and Market Indicators.
• Understanding of Equity, Fixed Income, Multi-Asset, and Alternative Investment Products.
• Knowledge of macroeconomic factors affecting investment markets.
• IC License / Investment Consultant License.
• CFA, CFP, or other professional investment qualifications would be an advantage.
• Good English communication.
• Good at using necessary computer software i.e. MS Office, Bloomberg, Morning Star.