Investment Research

atCIMB Thai Bank PCL

Key Responsibilities: 

  • Update customer’s periodically to monitor and maintain customer financial target.Manage client portfolios, keeping client plans up-to-date
  • Conduct seminars related to market updates, and financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages
  • Update market outlook, economic data, fund information etc. to sale team. Monitor financial market trends that related to products to ensure the client plans are responsive
  • Investment Research team data support and ad hoc
     

Job Specification : 

  • Bechalor 's Degree in the relevant discipline (Accounting/Finance/Business/Economics/Financial Engineering)
  • 3 years of experience of relevant banking background  in established bank / financial institutions
  • At least 2 years of experience in individual portfolio planner
  • Investment Consultant License (previouly Single License)
  • Investment Planner Licens
  • Presentation and communication skills.
  • Ability to work independent
Experience required
  • any or no experience
Career level
  • Middle Level
Only Thai nationals can apply
Salary
  • 50,000 - 80,000 THB, Negotiable
Job function
  • Finance
  • Strategy / Planning
  • Analyst
Job type
  • Full-time
Age preferred
  • From 28 to 40
  • apply job CIMB 1
  • apply job CIMB 2
  • apply job CIMB 3
  • apply job CIMB 4
  • apply job CIMB 5
  • apply job CIMB 6
  • apply job CIMB 7
  • apply job CIMB 8
  • apply job CIMB 9
  • apply job CIMB 10
keyboard_arrow_right

Company overview

Size:2000-5000 employees
Industry:Banking & Finance
Location:Bangkok
Website:www.cimbthai.com
Founded in:1998
Ranking:4/5

CIMB Thai: Where Your Career Thrives in ASEAN

Join a leading ASEAN bank that's shaping the future of finance. At CIMB Thai, we empower our employees to grow and succeed in a dynamic and innovative environment.

What We Offer:

  • < ...
Read more

Why join us:

We look for individuals with a thirst for challenge, a sound educational background and outstanding capabilities. Well-rounded, multi-disciplined persons with high intelligence, energy and integrity are welcome to be part of this forward thinking and fast moving organisation.

เ ...

Read more

Job location: Pathum Wan
Head office: 44 ถนนหลังสวน แขวงลุมพินี เขตปทุมวัน กรุงเทพมหานคร 10330
Display map
WorkVenture gives you an inside look at what it's like to work at CIMB Thai Bank PCL, office & team photos, reviews and more. This is the CIMB Thai Bank PCL Company Page. All content is posted anonymously by employees currently or previously working at CIMB Thai Bank PCL.Apply to WishbeerApply to BMCApply to Custom AsiaApply to WorkVenture Technologies