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Skills:

Research, Finance, IC License, English

Job type:

Full-time

• Lead the product lifecycle for a broad range of investment products, from initial concept and planning to launch and ongoing management.
• Conduct in-depth industry research, competitive analysis, and trend forecasting to shape the product strategy.
• Collaborate closely with stakeholders, including the Investment Strategy team, Relationship Managers, and Financial Institution Partners, to identify new product opportunities and review existing investment offerings.
• Manage the comprehensive due diligence and ongoing monitoring of investment products.
• Work with the Training team to oversee the development and delivery of robust training and educational programs on investment products for internal teams.
• Ensure all product documentation and processes are properly maintained and comply with all internal policies and regulatory requirements.
• Bachelor's or Master's degree in Finance, Economics, Business, or a related field.
• 5-8 years of experience in wealth management, asset management, or a related field.
• Direct experience in investment products for 3-5 years is preferred.
• Extensive knowledge of various investment products, including mutual funds, fixed income, structured products, etc.
• Good understanding of SEC regulations governing investment products.
• Proficient in English.
• IC license, Investment Analyst, or other relevant credentials are an advantage.
• Bank of Ayudhya Public Company Limited
• 1222 Rama III Rd., Bangpongpang, Yannawa, Bangkok 10120.

Skills:

IC License, IP License, CFP, English

Job type:

Full-time

• Develop Unit Linked capability of agents through agency leader development, curriculum, sales tools this includes: TTT, certified agents, investment workshops, UL training schedules, trainer resource and budget control.
• To liaise with agency channels to create Unit Linked sales training and provide appropriate academic support.
• Work closely with other agency functions and/or external organization to ensure the provided programs are align and support business strategy..
• Develop curriculum based on the company requirements.
• Monthly meetings with CASO and working team with detailed actions on requirements.
• Design new curriculum for agency forces to come up with new initiative for driving sustainable growth..
• Provide comprehensive training to support key strategies of the company ( i.e. product knowledge, sales skills, and management program).
• Plan and execute training schedules, manage training resource and allocated budget.
• Evaluate the courses to feedback for curriculum development..
• Plan and execute training events for agents in the upcountry and to ensure that the roadshow support sales strategy.
• Support agents and agency leaders to work efficiently and keep up for high quality performance.
• Support agency channel s activities and other activities related to company, regional office, or global office.
• Support Chubb s financial planner and full-time agent development program aka Champion Hubb program.
• Other assignments.
• Bachelor s degree or higher in Education, Business Administration, Learning Technology, HRD or related field.
• Experience in conduct training and curriculum development, especially in IC license and Unit Linked product.
• Have IC license or IP license, the professional financial planning certificates (i.e. CFP, AFTP, FChFP or AChFP) are preferable.
• Preferable experience working for life insurance company in agency channel but not always necessary.
• Good command in English..
• Competency require (Knowledge, Skills, Attribute).
• Excellent communication / presentation / public speaking / problem solving and people management skill.
• Be able to perform multi-tasking and prioritizing.
• Eager to learn and adopt new approach to achieve the company s goals.
• Ability to work independently.
• Positive attitude.