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Skills:

Finance

Job type:

Full-time

• Screening potential investment opportunities.
• Conducting due diligence throughout the decision-making process.
• Participating in investment negotiations and closing processes.
• Supporting portfolio companies in funding, business building and other related activities.
• Manage investment strategy and portfolio to ensure financial and strategic returns.
• EDUCATION.
• Bachelor s or Master's degree in Business Management, Finance, Science, Engineering, Innovation or the related field.
• EXPERIENCE.
• Startup.
• Venture Capital.
• Private Equity.
• Banking and Finance.
• OTHER REQUIREMENTS.

Skills:

Accounting, Research, Financial Reporting

Job type:

Full-time

• Make initiatives of Investment team happen and implemented as per agreed timeline.
• Interact with all relevant party/vendor e.g. group office, external consultant to drive project implementation into success.
• Research and provide any information to support new investment asset/ new initiative FWD investment strategy.
• Ensure key controls around area of investment operation and accounting are properly designed and established to assure end to end internal workflow can be run through efficiently.
• Review local statutory financial reporting related to investment to ensure accuracy and timely submission. Coordinate with related departments to accomplish financial reporting process related to Investment.
• Work closely with other divisions to understand, facilitate Unit linked business and involved to propose solution for improving workflow efficiency.

Skills:

Finance, Financial Modeling, Accounting, English

Job type:

Full-time

• Develop and understand business cases for new investments both non property and refresh project such as capital requests or price investments, manage category economic profit.
• Provide project support through financial modeling, feasibility and analysis together with recommendations.
• Investment tracking and analysis and understand key drivers and recommendations model new scenarios and recommend actions for future investments or changes to current i ...
• Constructively challenge and recommend changes to the business underpinned by sound financial expertise.
• To provide weekly/monthly forecast,budget and long term plan of P&L and Capex both store and mall.
• Engage with stakeholder to manage financial planning and budgeting.
• Identifies and pro-actively highlights risks and works to mitigate issues.
• Overlays commercial acumen on analysis performed to drive insights and decision support.
• Establish strong working relationship with our internal business partners to be able to support business requirements.
• Any ad-hoc project as required.
• Bachelor s or Master s degree in Finance and Accounting.
• At least 7 year experiences in management accounting and report, accounting or related fields.
• Experience in in Retail business is a plus.
• Good command of spoken and written English and strong Excel/database skills.
• Strong analytical skill, detailed and results oriented problem solving, interpersonal, and leadership skills.
• Strong communication, negotiation and team management.
• Result-oriented with abilities to work well under ambiguity, changes, pressure and tight deadlines.
• CP AXTRA | Lotus's
• CP AXTRA Public Company Limited.
• Nawamin Office: Buengkum, Bangkok 10230, Thailand.
• By applying for this position, you consent to the collection, use and disclosure of your personal data to us, our recruitment firms and all relevant third parties for the purpose of processing your application for this job position (or any other suitable positions within Lotus's and its subsidiaries, if any). You understand and acknowledge that your personal data will be processed in accordance with the law and our policy. .

Experience:

No experience required

Job type:

Full-time

• Routinely monitor and update economic environment as well as data release, together with implication of data release or change of economic situation.
• Monitor and update landscape of fund flow in various asset classes both onshore and offshore.
• Conduct seminars related to market updates, and financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages.
• Able to initiate investment idea or discuss on investment idea.
• Occasionally visit clients and give client recommendation.
• Investment Research team data support and ad-hoc.
• Bachelor 's Degree in the relevant discipline (Accounting/Finance/Business/Economics/Financial Engineering).
• Financial Professional license or related qualification is a plus i.e. CFA level II candidate, Investment Consultant License, Investment Planner License.
• 3 years of experience of Investment or Investment analysis background (Buy-side experience is highly preferred i.e. Fund Manager, Asst. Fund Manager, Buy-side Investment Analyst, Asst. Investment Analyst).
• Knowledge and analytical skill in Investment areas (Economics, Financial Instruments, etc.).
• Proficient skill in Microsoft Offices Tools, Financial related program i.e. Bloomberg, Morningstar is a plus.
• Keen and eager to learn and consistently to improve learning curve.
• Presentation and communication skills.
• Remark: The Bank requires the verification of criminal records prior consideration for employment to ensure secured and maintain standards of the organization.

Experience:

3 years required

Skills:

Business Development, Finance, Accounting, English

Job type:

Full-time

• Generate business development ideas for sectors under responsibility assigned.
• Execute the preparation of all necessary important documentations (agreements with clients, roadshow materials, filings to SEC/SET) and generate ideas and concepts for presentations to internal stakeholder and external clients.
• Analyze financial models and verify the correctness and completeness of financial models.
• Train junior staff on Investment Banking related skills (financial modeling & valuation, presentation, related industries) and Investment Banking products (equity, M&A, property fund, infrastructure fund) including guide junior staff on related SEC/SET rules and regulations.
• Qualifications Bachelor's degree or higher in Finance, Economic, Accounting, Business Administration or related fields.
• At least 3 years working experience in Investment Banking, Capital Markets and Financial Consulting.
• Good command of written and spoken English.
• Strong leadership, financial, conceptual, communication, and analytical skills.
• We're committed to bringing passion and customer focus to the business. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.

Experience:

7 years required

Skills:

Finance, Accounting, Research, English

Job type:

Full-time

• Act as a key contact and coordinator for all capital markets products originate from Investment Banking including Equity, REIT, IFF etc.
• Act as a main coordinator between internal and external parties for all equity-related offerings, focusing mainly on the marketing and execution modules (e.g. PR modules, overall investor engagement, engagement with sales/private wealth team and equity analysts).
• Remain updated on regulations and documentation related to primary markets offerings ...
• Keep track of SCB primary capital markets deal flows and act as key contact point.
• Closely monitor market intelligence, both onshore and offshore, to provide view on product trends, investors appetites, demand, timing and pricing, as well as exhibit strong knowledge about equity-capital-markets factors and their correlations.
• Act as a product sourcing to provide investors with a variety of choices in different market environment e.g. coordinate new products with foreign bank.
• Strengthen SCB group s distribution capabilities by demonstrating high caliber and sophisticated qualities to support Investment Banking Team as a whole.
• Qualifications Bachelor's degree or higher in Finance, Economic, Accounting, Business Administration or related fields.
• At least 7 years working experience preferably in investment-related fields (investment banking, capital markets, research analyst, fund management).
• Good command of written and spoken English.
• Strong leadership, financial, conceptual, communications, and analytical skills.
• Good at team management.
• Result-oriented with positive attitude.
• We're committed to bringing passion and customer focus to the business. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.

Experience:

2 years required

Skills:

Finance, Accounting

Job type:

Full-time

• ผลิต ตรวจสอบ พัฒนาคอนเทนต์ และคอนเทนต์พิเศษต่างๆ ตามความรับผิดชอบ.
• วิเคราะห์และนำเสนอแผนการพัฒนาคอนเทนต์และรูปแบบการนำเสนอใหม่ๆ ทั้งในรูปแบบบทความ อินโฟกราฟิก และวิดีโอ.
• ติดต่อประสานงานกับหน่วยงานที่เกี่ยวข้อง เพื่อนำข้อมูลต่างๆ มาผลิตเป็นคอนเทนต์ที่ตรงตามความต้องการของกลุ่มเป้าหมาย.
• ปริญญาตรี สาขาการเงิน การธนาคาร การบัญชี เศรษฐศาสตร์ หรือสาขาอื่นๆ ที่เกี่ยวข้อง.
• มีประสบการณ์ด้านงานข่าวเศรษฐกิจ การเงิน การธนาคาร ตั้งแต่ 2-4 ปี.
• มีทักษะการวิเคราะห์ข้อมูล ทักษะการสื่อสาร และความคิดสร้างสรรค์.
• มีความรู้ ความเข้าใจในประเด็นเศรษฐกิจมหภาค นโยบายการเงินและการคลัง.
• มีความรู้ ความเข้าใจในประเด็นสินทรัพย์การลงทุน ได้แก่ หุ้น ตราสารหนี้ กองทุน ทองคำ สินค้าโภคภัณฑ์ คริปโตเคอร์เรนซี และอื่นๆ.
• มีความรู้ ความเข้าใจในประเด็นอุตสาหกรรมจัดการสินทรัพย์และความมั่งคั่ง (Asset and Wealth Management).
• มีความรู้ ความเข้าใจในประเด็นธุรกิจและบริษัทที่อยู่ในตลาดหลักทรัพย์ทั้งไทยและต่างประเทศ.
• มีความรู้ ความเข้าใจ และสามารถผลิตข่าวทั้งในรูปแบบของข้อความ ภาพ เสียง และวิดีโอ.
• มีความรู้ ความเข้าใจผู้ชมและลูกค้า เพื่อออกแบบและพัฒนาสินค้ารูปแบบใหม่ๆ.

Experience:

2 years required

Skills:

IC License

Job type:

Full-time

• Provide "Wealth Management" solutions, advice, and develop good relationships with High Net Worth customers.
• Nurture and retain existing HNW customers and entice former clients back into the Bank.
• Acquire and win new customers, especially HNW families.
• Continuously develop relationships with a financial portfolio of customers.
• Act as a Private Banker, drawing up a comprehensive financial portfolio that reflects the dynamic between personal and business assets.
• Maximize customers' assets and revenues from their AUM (Assets Under Management).
• Be fully competent in giving financial advice to High Net Worth customers on the Bank s products and services (Investment/Protection/Deposit/Lending) and delivering Financial Well Being.
• Continuously develop and deepen the 720-degree relationship with existing HNW customers and new customers by providing regular value-added engagement to individuals/families.
• Bachelor's/ Master's Degree, preferably in Marketing, Finance, or other Business Administration fields.
• Strong banking knowledge and business ethics, with a minimum of 3 years of experience in Private Banking with High Net Worth customers.
• Solid understanding of Private Banking products and services.
• Holds an IC Complex 2 license qualification will be preferred.
• Excellent connections within the private banking market.
• Well-versed in Banking Reforms/Regulatory Changes in the market.
• Extremely conscious of the high sensitivity and confidentiality requirements of the market.
• Good personality and a growth mindset.
• Excellent skills in client handling, communication, organization, problem-solving, and conflict management.
• Possession of CFP, AFPT, or equivalent qualifications would be an advantage.

Experience:

7 years required

Skills:

Risk Management, Finance, Accounting, English

Job type:

Full-time

• Propose investment strategy and risk management framework for foreign fund investment.
• Communicate with foreign fund managers and work with internal parties to originate and build up pipeline of potential investment.
• Conduct due diligence of foreign funds to be proposed for investment.
• Evaluate the performance of investment, making timely changes to portfolios, rebalancing, and/or using financial derivatives to manage portfolio, to meet investment objectives.
• Ensure all risk limits and regulatory requirements are fully adhered.
• Review all the presentation materials to internal and external stakeholder.
• Qualifications Bachelor's degree or higher in Finance, Economic, Accounting, Business Administration or related fields.
• 7-9 years working experience in fund/asset management.
• Fund Manager license and relevant training in the CFA program would be beneficial.
• Good command of written and spoken English.
• Strong leadership, financial, conceptual, communication, and analytical skills.
• Result-oriented with positive attitude.
• We're committed to bringing passion and customer focus to the business. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.

Experience:

7 years required

Skills:

Finance, Accounting, CFP, English

Job type:

Full-time

• Develop and maintain relationships with HNW clients, providing tailored onshore and offshore banking solutions, expert advice on portfolio management, financial products, investment opportunities, and wealth structuring.
• Acquire new clients by leveraging existing networks and engaging in targeted prospecting efforts.
• Provide exceptional client service by ensuring the timely and accurate execution of transactions, responding to client inquiries, and addressing their financial goals.
• Collaborate closely with the wealth management team, including the CIO team, Wealth Planning, and Family Office.
• Monitor and optimize clients' investment portfolios, ensuring alignment with their investment objectives and defined strategies.
• Qualifications Bachelor s degree or higher in Business Administration, Banking and Finance, Economics, Accounting, Marketing, or a related field.
• Minimum of 7 years of experience in Private Banking, Investment, or Wealth Management, preferably working with high-net-worth clients.
• Experience in offshore investments or offshore work is an advantage.
• Holder of investment and insurance licenses; CFP certification is a plus.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint).
• Fluent in spoken and written English.
• Strong personality and interpersonal skills, with a passion for sales and service, hard-working, ambitious, and capable of delivering effective presentations.
• We're committed to bringing passion and customer focus to the business. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.

Experience:

3 years required

Skills:

Finance, Accounting, CFP, English

Job type:

Full-time

• Maintain and expand customer-base and business volume, together with maintain customer service and offer benefits to maximize customer satisfaction.
• Overview and monitor the result of recommended asset allocation of each clients in order to provide an acceptable level of investment benefits to them.
• Be representative of the bank and build up strong relationship with relevant agencies and clients for smooth operations.
• Maximize business volume and revenue to the bank by recommending the investment products to clients under their appropriate risk appetite, operating guidelines, rules & regulations of the bank, authorized agencies, and related parties.
• Offer investment products which aligned with the Bank s policy as well as manage cost regards to customer care in an appropriate level.
• Qualifications Bachelor s degree or higher in Business Administration, Banking and Finance, Economics, Accounting, Marketing, or related fields.
• At least 3 years of experience in Banking, Investment or Financial organization. Experience in working with High Net Worth customers is preferable.
• Holding relevant licenses for investment, such as IC, CFP, CISA, Single License, NIB, LIB will be advantage. Possess solid knowledge in investment and investment product.
• Professional in MS. Office: Excel, Word, Power point. Fluent in English speaking and writing.
• Good personality and interpersonal skills, passionate in sales and services. Hard-working, ambitious and capable presentation skills.
• We're committed to bringing passion and customer focus to the business. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.