ร่วมงานกับเรา บลจ.ไทยพาณิชย์

Approach and maintain relationship with existing clients, institutional clients and high net worth individuals (HNWIs), to ensure their assets remain with SCBAM and seek to increase new money both private fund and institutional mutual fund

Actively seek out new prospect clients, plan the approaching plan and propose private fund or mutual fund services to institutional clients and high net worth individuals (HNWIs)

Analyses and recommend client investment management in term of their investment objectives, investment policy, asset allocation, risk tolerance, cash liquidity requirements including review performance

Preparing presentations and working effectively with support function, fund managers or other related business units to ensure the achievement of provident fund sales established targets

Coordinate, implement and improve the process and transaction with internal and external parties to ensure the smooth after sales service to clients

Bachelor’s or Master’s degree in economics, accounting & finance, or related field

Minimum 2 years experiences in Private fund business and Institutional clients

Excellent in presentation and negotiation skills

Good in personality, communication and interpersonal skills

Requirement of IC License, CFP is a plus

Actively monitor performance and risk measures including, but not limited to, Value-at-Risk (VaR), Tracking Error, Risk-Adjusted Return and ensure all risk exposures are within limits

Lead team to develop, validate and optimize risk models for an extensive measurement of market risk, liquidity risk and credit risk exposures

Develop and formulate Stress Testing scenarios and able to express its implications to investment management process

Analyses overall risk exposures on both firm-wide perspective and fund level perspective and recommend necessary actions required to senior management

Review Risk Management Framework on regular basis and able to recommend appropriate level of risk limits with strong rationales.

Enhance workflow automation for data extraction, validation, and transformation to improve risk control and monitoring processes

Ensure compliance with rules and regulations established by SCB, SEC, BOT as well as internal rules and external regulations related to Asset Management business

Master's Degree in Finance, Economics, Financial Mathematics, Financial Engineering, Computer Science, Risk Management or related fields.

Experiences of 5-7 years in Investment Management, Risk Management or related field.

Strong leadership and coaching skills, ability to foster teamwork and motivate colleagues.

Advanced skills in computer programming i.e. VBA, Python, SQL, R would be an advantage.

Self- Motivated, Proactive, Well Organized and Ability to work under pressure.

Strong presentation skills. Able to communicate technical information to senior management level

Good command in both spoken and written in English.

Perform periodic and ad-hoc tasks for performance and risk reporting using pre-specified performance attribution and risk models

Quantify and analyses performance and risk measures including Value-at-Risk (VaR), Tracking Error, Risk-Adjusted Return, etc.

Develop and maintain risk indicators from both internal and external factors for effective risk monitoring

Develop and formulate Stress Testing scenarios useful for investment management process

Continuously improve workflow processes for data extraction, validation, quantification and data analysis 

Ensure compliance with rules and regulations established by SCB, SEC, BOT as well as internal rules and external regulations related to Asset Management business

Master's Degree in Finance, Economics, Financial Mathematics, Financial Engineering, Computer Science, Risk Management or related fields.

Experiences in Investment Management, Risk Management or related field. Possess knowledges in fixed-income and equity derivatives would be an advantage.

Strong analytical skills and quantitative skills with ability to handle intensive numerical data.

Advanced skills in computer programming i.e. VBA, Python, SQL, R would be a plus.

Self- Motivated, Proactive, Well Organized and Ability to work under pressure.

Good communication, presentation and writing skills.

Good command in both spoken and written in English. 

Identify business opportunities, and formulate strategies and business plans for the organization.

Analyze industry trends and environments of asset management business, such as competitive landscape and related regulations, in order to develop implications for the organization’s business strategies.

Execute strategies by leading projects and coordinating with related parties to ensure that the projects are delivered on time and the targets are achieved.

Adjust strategies and business plans to accommodate changing business situations, provide KPI and monitor progress of the business plans to achieve organization goal.

To keep tracking on business performance, analysis and provide recommendation to business, analyzing full financial performance (including Risks & Opportunity highlighted) identifying gap & assisting with solutions

To conduct budget and current estimate preparation to ensure the soundness of financial forecast plan & assumptions

Aligning focus between segment and product partner to ensure the same direction

Providing transparent analytical information to support business partner in reaching value-maximizing decision

Male/Female not over 35 years old

Master’s Degree in finance, Business Administration, Economics, Marketing or related field

Fluent in spoken and written English

At least 3 year of experience in related field, especially in corporate strategy / strategic planning / marketing strategy in asset management companies or financial institutions.

Proficiency in MS-Office.

License CPA / CFA preferred

Produce ideas for promotional events/ campaigns for SCB Branch ICs.

Organize and communicate the training program for SCB Branch ICs to easily and precisely understand SCBAM product.

Arrange and coordinate on sale target/ key strategy to Head of Sales (SCB Branch Network) to boost up mutual fund inflow

Control mis-selling to ensure SCB Branch ICs follow sales process policy

Establish strong relationship with SCB branches to make SCBAM be No. 1st AM product

Analyze product with mutual fund industry to be competitiveness

Master’s Degree or higher in MBA, Finance and Banking or related fields

Excellent in communication skill, optimistic outlook

Experiences in mutual fund business or related field over 5 years

Excellent strategic thinking ability, consultative skills and problem-solving skills.

Extensive leadership and ability to foster teamwork and motivate colleagues with coaching skills.

Strong presentation and negotiation skills

Requirement of IC License, CFP is a plus

Manage local multi-asset mutual funds, local private funds and provident funds under asset allocation portfolio structure, and property & infrastructure investment portfolios, with estimated size of approximately Bt14 billion, in order to achieve superior return over the fund’s benchmarks.

Manage the day-to-day liquidity of the funds, in order to ensure sufficient workable cash to meet clients’ redemption demand.

Conduct research on global macroeconomics and global asset markets, including Thai macroeconomics and asset markets to develop asset allocation investment recommendation for clients to achieve optimal return for their investments.

Generate the Strategic Asset Allocation (SAA) and the Tactical Asset Allocation (TAA) process for applicable mutual funds, private fund and provident fund clients.

Participate in key client pitching along with the marketing team in order to raise new investment discretionary mandates for the company.

Attend regular client portfolio reviews in order to keep client abreast on the activities of portfolio, market performance review, and future market outlook.

Ensure that all of the portfolios under coverage comply with the regulatory requirements of the SEC, BOT & AIMC; and resolve any issue that may arise in regards to regulatory concerns.

Master’s Degree or higher in Economics, Finance and Banking or related fields

Experience over 3 years in asset allocation or related fields

Strong analytical skills in both qualitative and quantitative

Computer literate in Microsoft Office, good command of written and spoken in Thai/English

Good attitude, eager to learn, and hard working

Be a fast learner and good team player

Strong presentation and negotiation skills

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

Gather and analyze related data on debt securities/counterparties both domestic and overseas with the aim of conduct credit analysis, evaluate internal credit score/rating, key risks/drivers and mitigations for appropriate credit limit/tenor

Monitor and report daily CDS (sovereign and Foreign banks and corporates), rating & outlook (sovereign, local and foreign Banks, local and foreign Corporates)

Attend company roadshow, analyst meetings, and company visits for in-depth understandings of companies and industries

Conduct credit review and business/industry outlook in a timely manner and ensure full compliance of credit limits, tenor, and covenants based on Credit Risk Management Policy

Conduct credit opinion in case of outside SCBAM universe and review credit quality, outlook, and rating

Prepare credit analysis, and presentation to propose to Senior Management and Risk Management Committees (RMC) on monthly basis

Review Credit Risk Management Policy and Investment Management Policy

Master Degree in Finance, Economic, Accounting, Engineering

At least 3 year working experience as Credit Analyst, Credit Research Analyst, Fixed Income Analyst, Equity Analyst, Assistant Fund Manager

Self-motivated/hard-working and interested in global economy regarding foreign investments

Good analytical, and credit-write up skills

Strong written and oral communication skills

Good multitasking and prioritizing skills and able to handle work in time constraint

Good command in English

Good computer literacy especially Microsoft Excel and Power Point

Experience in financial modeling and advanced Microsoft Excel skill would be advantageous

ให้บริการเป็นที่ปรึกษาการลงทุนทางโทรศัพท์แก่ลูกค้าโดยแนะนำการจัดพอร์ตการลงทุนแบบ Asset Allocation

ตอบข้อซักถามและแก้ไขปัญหาให้ลูกค้าผ่าน 2 ช่องทางหลัก ได้แก่ ทางโทรศัพท์และอีเมล์

ตรวจสอบการให้ข้อมูลเกี่ยวกับกองทุนของตัวแทนขาย ผ่านกระบวนการ Call Back และสรุปผลการติดต่อเป็นรายวัน

ทำรายการเปลี่ยนแปลงข้อมูล รวมทั้งทำรายการซื้อขายหรือสับเปลี่ยนหน่วยลงทุนตามความประสงค์ของลูกค้า

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

ปริญญาตรีขึ้นไป สาขาบริหารธุรกิจ,การเงิน,เศรษฐศาสตร์,หรือสาขาอื่น ๆ ที่เกี่ยวข้อง

 มี Single License หรือมี IP License

มีประสบการณ์ทำงานด้านกองทุนรวมหรืองานด้านบริการลูกค้า อย่างน้อย 0-2 ปี

มีทักษะการใช้โปรแกรม MS Office ได้ดี

มีทักษะการใช้ภาษาอังกฤษอยู่ในเกณฑ์ดีมีทักษะการแก้ปัญหาและการวางแผนที่ดี

Approach and maintain good relationship with corporate and institution clients in order to provide SCBAM good services

Preparing presentations and working effectively with support function, fund managers or other related business units to ensure the achievement of provident fund sales established targets

Arrange and conduct meeting with clients regularly

Develop market strategy to achieve business growth 

Provide procedure/support documents and knowledge sharing data to SCBAM's customers

Bachelor’s or Master’s degree in economics, accounting & finance, or related field

Minimum 2 years experiences in Provident Fund Marketing or Private fund Marketing

Excellent in presentation and negotiation skills

Good in personality, communication and interpersonal skills

Requirement of IC License, CFP is a plus