Investment Research
atCIMB Thai Bank PCLKey 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
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:
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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.
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Job location: Pathum Wan
Head office: 44 ถนนหลังสวน แขวงลุมพินี เขตปทุมวัน กรุงเทพมหานคร 10330
Benefits
- Professional development
- Dental Insurance
- Provident fund
- Five-day work week
- Social Security
- Health Insurance
- Performance bonus
- Life Insurance
- Annual bonus
- Job training
- Hybrid Working
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