Career at SCBAM

Analyze, forecast, and evaluate information relevant to equity investment securities under responsible coverage - focusing the whole sector, which is then proposed equity investment recommendation reports to support important decisions making for equity investment selection and portfolio implementation in precise and timely manners

Monitor, Review and analyze up-to-date information relevant to equity investment securities under responsible coverage - focusing the whole sector, which is also to attend the events and to summarize the key investment highlights that support the decisions making for equity investment selection and portfolio implementation in precise and timely manners. Able to handle more than one sector if needed.

Support director to establish systematic preemptive work procedures and systems for error protection to promote efficient and effective functioning and ensure compliance with related regulations or guidelines.

Support director to monitor, review and improve equity investment database to support immediate investment selection and decisions making in timely manner as well as quickly responsible to any requests from other department for analyzed information or data.

Provide on-the-job training and support team as mentor for equity research analysts on relevant skills and capabilities to sustain efficient and effective team functioning to ensure all assignments meet required standards

Take initiative roles to develop ESG database of equity investment securities under responsible coverage and integrate into quantitative scoring, investment recommendation and model portfolio construction.

Bachelor’s degree in Finance, Accounting, Economics and/or related fields is preferable

At least 3 years relevant work experience in investment and economics

Knowledgeable in investment principles and regulations

Knowledgeable in equity valuation and financial statement analysis

Knowledgeable in financial modeling and be able to analyze the financial model

Experience in sector analysis with basic knowledge for factors driven sector performance

Extensive economics, capital market, and investment securities analysis

Effective Investment ideas and strategy communication and presentation

Computer literate and proficiency in English (writing and speaking)

CFA/CISA possession is preferable

Manage medium to long-term fixed income funds to outperform benchmark and/or peers.

Estimate and Manage cash inflows and outflows for Mutual Funds / Provident Fund / Private Funds

Constantly monitor bond and interest rate movement and adjust investment portfolios to achieve short term and long-term alpha performance.

Contribute to the fundamental analysis, investment process and idea generation in the team.

Provide fixed income insight to existing clients and maintain client relationships.

Liaise and support internal cross functional departments as well as external counterparties.

Conduct market research to identify trends that may lead to future business opportunities

Bachelor or Graduates degree in any subject, though business studies, management, statistics, finance, mathematics, accounting or economics can be helpful, as can an MBA or similar professional qualifications

Must possess Fund Manager license

Extensive experience in fixed income investing preferred

Pass CFA level 1 exam or CISA level 1 exam.

Strong presentation skills

Able to communicate technical information to senior management level

ให้บริการเป็นที่ปรึกษาการลงทุนทางโทรศัพท์แก่ลูกค้า ให้คำแนะนำการจัด Port การลงทุน (Asset Allocation) ที่เหมาะสมกับลูกค้า

ตอบข้อซักถาม แก้ไขปัญหาให้ลูกค้า และสาขาของธนาคารที่โทรศัพท์เข้ามา รวมทั้งผู้ที่ติดต่อผ่านทาง Electronic Channel (customerservice.scbam@scb.co.th) 

ตรวจสอบการให้ข้อมูลเกี่ยวกับกองทุนของตัวแทนขาย ผ่านกระบวนการ Call Back และสรุปผลการติดต่อเป็นรายวัน

ทำรายการเปลี่ยนแปลงข้อมูลลูกค้าที่แจ้งความประสงค์ทางโทรศัพท์ รวมทั้งทำรายการซื้อ/ขาย/สับเปลี่ยน หน่วยลงทุนทางโทรศัพท์

รวบรวมข้อคิดเห็นและข้อเสนอแนะของลูกค้าที่ได้รับผ่านช่องทางต่าง ๆ จัดทำรายงานสรุปเสนอต่อหัวหน้าฝ่าย และหน่วยงานที่เกี่ยวข้อง เช่น ข้อมูลสถิติของการบริการ In bound call, การให้บริการเรื่องต่างๆ ของฝ่าย

ปริญญาตรี สาขา บริหารธุรกิจ / การเงิน/ เศรษฐศาสตร์ / หรือสาขาอื่น ๆ ที่เกี่ยวข้อง

มี Single License หรือมี IP License

มีประสบการณ์ทำงานด้านกองทุนรวมหรืองานด้านบริการลูกค้า ไม่น้อยกว่า 2 ปี

ใช้โปรแกรม MS Office ได้ดี

มี Service Mind มีใจรักงานด้านบริการ และมองโลกในแง่ดี

มีมนุษยสัมพันธ์ดี สามารถติดต่อประสานงานและร่วมงานกับผู้อื่นได้เป็นอย่างดี

มีไหวพริบดี สามารถแก้ปัญหาต่าง ๆ ที่เกี่ยวข้องในงานได้

มีความคิดสร้างสรรค์ และสามารถจัดลำดับวางแผนงานได้ดี

สามารถทำงานหลายๆอย่างได้ในขณะเดียวกัน (Multitask)

ใช้ภาษาอังกฤษได้พอสมควร 

Prepare and deliver appropriate presentations on products/services

Gather and analyze product with mutual fund industry to improve services for Investment planner and Selling agents

Review and analyze clients’ risk profile and assist on client asset allocation portfolio

Implement marketing/sales campaigns to boost SCBAM’s AUM and revenues

Regularly visit the Investment planner, Selling agents and clients for tightening relationship

Update economic, fund insights and market trends to Agents, Investment planners and clients on a daily, weekly and monthly basis

Bachelor’s degree or higher in finance/marketing

Experienced in mutual fund business or related field over 3-5 years

IC/IP licenses

Excellent in communication skill

Develop sustainability investment integration and stewardship workflow and

Develop materiality framework for different industries.

Develop SCBAM ESG score for investees – initiate, regularly monitor.

Co-work with investment managers (analysts and fund managers) to integrate sustainability factors to investment analysis and decision making.

ESG stewardship

Engagement with companies

ESG proxy voting

ESG incorporation

ESG integration to financial forecast and asset valuation

Keep up-to-date good ESG practice in advanced market to improve scoring framework.

Bachelor’s degree or higher in Environmental Engineer, Finance, or a related field with a strong emphasis on sustainability and ESG (Environmental, Social, and Governance) principles.

Minimum of 5 years of experience in sustainability investment analysis, ESG scoring, and integration within a financial services environment.

Proven track record of developing and implementing sustainability frameworks and ESG integration strategies.

Strong analytical skills with the ability to develop materiality frameworks and conduct ESG scoring.

In-depth knowledge of current ESG practices in advanced markets and the ability to stay up-to-date with emerging trends.

Excellent communication and interpersonal skills for effective engagement with stakeholders.

Manage assigned portfolios as part of a Foreign Investment Fund Team which includes mutual funds (feeder and fund of funds), provident funds, and private funds in pursuit of outperformance over the assigned benchmark and/or designated target return

Handle portfolio management activities including executing trades and dealing with orders across various investment products such as FX (spot and derivatives), ETFs, Stocks, and offshore mutual funds in accordance with the team’s process and strategy

Conduct study on a variety of global assets and markets as assigned, and be able to form investment recommendation and constructively discuss market outlook with other team members

Keep updating foreign master fund performance, market outlook, and investment strategy

Help prepare due diligence documents requested by trading counterparties to ensure trading process runs smoothly

Conduct trade modeling, investment analysis, performance attribution, or any other tasks that might be required

Bachelor’s Degree or higher in Economics, Finance, Business or related fields

Minimum experience of 2 years with asset management firms

Fresh graduates with outstanding background will be considered

Strong analytical skills in both qualitative and quantitative methods

High computer proficiency in Microsoft Office, especially in Microsoft Excel

Proficiency to code in VBA or Python will be considered more favorably

Good command of written and spoken in English

Passing at least one level of CFA or CISA will be an advantage