Client Service Assistants in Wealth Management

Kiatnakin Phatra Financial Group

Kiatnakin Phatra Financial Group (Bangkok)

Bangkok

Bangkok, Thailand 🇹🇭

The establishment of Kiatnakin Phatra Financial Group (KKP) brought together knowledge and experience of commercial banking and capital markets businesses. The group comprises of Kiatnakin Phatra Bank PLC, Kiatnakin Phatra Securities PLC, Kiatnakin Phatra Asset Management Co., Ltd., and KKP Dime Securities Co., Ltd. Our goal is to provide top-notch financial services while ensuring maximum benefits for customers, employees, and shareholders, and to contribute to the growth of the nation's financial markets and economy through our products and services, which encompass both money markets and capital markets. KKP is committed to fostering opportunities for success. Here, you will have the chance to learn, develop, and realize your full potential. We believe in providing fulfilling rewards, promoting a fun work environment, and being proud to make a positive impact on society.

Customer Service

Banking & Financial Services

About this position

Assist financial consultants in providing services for High Net Worth Clients with investment assets over 30 million baht.

Copy link

Copied!

Responsibilities

• Preparing, processing and completing all documents for new account opening and client requests
• Processing documents related to executed transactions
• Preparing documents for client presentations
• Taking, executing and confirming orders
• Responding to clients regarding Phatra investment theme
• Accompanying Financial Consultants when meeting clients
• Assisting in servicing and analyzing financial products for clients

Requirements

• Thai nationality
• Bachelor’s degree in Finance, Accounting, Economics or related field
• New graduates are welcome
• Willing to work in the position for at least 2.5-3 years
• Preferred if possess Single License or able to acquire one in due course
• Pleasant personality with service-minded and good team player
• Well-organized, neat, problem solver, fast learner, interpersonal skills, presentable, outgoing, and mature
• Ambitious, energetic, hardworking and able to work under time constraints
• Good command of written and spoken English
• Knowledge of PC and Microsoft applications (Word, Excel and Power Point)

Benefits

Huneety A.I Salary Estimate
20,000 - 35,000 THB per month

Land your dream job with Huneety

What are Huneety dream jobs?

Dream jobs are jobs published by Huneety to help you fulfill the career of your dreams. If you apply to a Huneety dream job, Huneety will match your profile with employers that are hiring for your targeted dream job.

Why apply to Huneety dream jobs?

Get matched with multiple employers looking for your skills Target a salary increase (+20% in average) Let us do the work, we will screen all opportunities on your behalf

FAQ

Huneety is your dream job career partner. Our mission is to enhance the talent mobility of job seekers so they can reach their targeted dream jobs, regardless of the industry sectors, educational background, seniority or educational background.

Huneety believes in the future of work. Resume alone is limiting your reach on the labor market. To increase your chances to land the job of your dream, we want to know technical skills and soft skills that are transferable to the dream job of your choice. We are using skills assessments to match your application with all potential employers.

Let us do the work! Once you apply to a Huneety dream job, our team will match your profile with employers who are hiring for your dream job.

Of course! Your future opportunities may take several shapes. There is no limit to the number of dream jobs you can apply for.

Definitely. If you are not actively looking for but still want to prepare yourself for future career opportunities, you can apply to our dream jobs library. You will then be notified for opportunities that matches your career path expectations.

If you apply to a dream job, Huneety and potential employers will have access to the information you fill when applying and you make it available in your resume. You are able to turn off that visibility to our network of partners at any time.

Nick
Applicant in Marketing

Thanks to Huneety, I have managed to secure 3 interviews within a week after applying only one time. I am glad to be presented opportunities that match my dream job while offering me a significant salary increase.

Anggia
Applicant in Digital Marketing

I could land a job easier than using traditional job boards. I did a single application and updated my profile and Huneety found opportunities for me. Effortless!