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Skills:

Single License, English

Job type:

Full-time

• Handle incoming calls, emails, live chats and other services for all enquiries and service requests from end customer, agents, business partners, etc.
• Handle customer who has negative feedback and clarifications needed with a level of service that meet customer s expectations.
• Support the project implementation and perform any extra job assigned.
• Work or follow up the case with other departments for any service required.
• Bachelor degree in any related field.
• At least 5 year of experiences as call center or customer service-related field.
• Possesses Single License is a must in role Unit Linked.
• Excellence Communication in Thai and English.
• Excellence Servicemind, customer service and positive thiniking.
• Able to work in shift / flexible time.

Experience:

No experience required

Job type:

Full-time

• 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.
• 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.