ร่วมงานกับเรา บลจ.ไทยพาณิชย์

Establish service and marketing platform for selling agents.

Implement marketing and service strategies to increase AUM and revenues targets

Expansion of selling agents to broaden client base

Communicate continuously up-to-date investment insights and top performance funds to help clients for asset allocation portfolio

Create marketing campaigns to boost sales volume and strengthen relationship with selling agents

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

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

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

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

Strong Sales skills & Service-minded

Strong presentation and negotiation skills

Can work independently

At least hold IC license, but IP license is preferable.

Analyze, forecast, and evaluate information relevant to equity investment securities under responsible coverage, 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. Propose equity investment recommendation reports to support important changes in decisions making for equity investment selection and portfolio implementation in precise and timely manners

Produce, collate, and maintain necessary supporting documentation as defined by preemptive work procedures to ensure compliance with related regulations or guidelines

Bachelor or Master degree in Finance, Accounting, Economics or any related fields

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

Extensive economics, capital market, and investment securities analysis

Effective investment ideas with ability to put forward a presentation

Computer literate and proficiency in English (writing and speaking)

Holder of CFA/CISA possession is preferable

Manage assigned portfolio as one of team fund managers on foreign investment mutual funds and private funds, feeder and discretionary, in pursuit of outperformance over the assigned benchmarks and/or designated portfolio targets

Handle portfolio management including trading dealings, orders, record keeping across vehicles such as FX spot and derivatives, ETFs, Stocks, and offshore mutual funds in accordance with the team’s strategy

Conduct research on a variety of global assets and markets, and be able to form recommendation for for own’s portfolio and constructively defend view with team members

Keep up-to-date with foreign master fund performance, portfolio strategy and exposure

Prepare due diligence documents requested by trading counterparties and lead document management so as to facilitate and maintain smooth tradings

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

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

Minimum experience of 4-6 year with asset management firms

Fresh graduates with previous internship at asset management firms will be considered

Strong analytical skills in both qualitative and quantitative methods

High computer proficiency in Microsoft Office, especially in Excel Functions

Proficiency to code in VBA and 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

Manage Non-Peer Equity Investment Portfolios to achieve target return within risk budget.

Participate and collaboratively gather knowledge in periodic portfolio model revision from top-down and bottom-up approaches to deliver the best investment performance for each investment style i.e. dividend, growth, selection and mid-to-small to find the best balance between of risk, return and clients’ objectives and constraints

Share market information and initiate stock selection & trading ideas to equity portfolio manager team to seek trading idea

Monitor investment activities and key risk of portfolio to ensure they are within risk budget and complied with SEC rule, regulations, clients’ objectives, and restriction. Highly self-regulated for zero-error in all these matters

Collect data and prepare investment report, present fund performance and investment outlook & strategy required by clients.

Bachelor’s or Higher Degree in Economics, Finance, or related fields

2+ years experiences with strong background in stock analysis and equity research

High level of analytical, presentation skill and research expertise

High degree of ethics, integrity, and honesty

High computer proficiency in Microsoft Office, especially in Excel

Knowledge in investment principle, law, and regulation

Good command of written and spoken in English

Fund Manager license holder, and derivative license is preferred.

Prepare and control budget transferring processes among departments. To ensure that it complies with our budget policies

Conduct the management reports in Excel and Power BI (Daily, Weekly, Monthly)

Handling routine and other ad-hoc tasks for both strategy & FP&A sides

Communicate and work closely with related parties (Accounting team, Secretaries, and Management)

Monitor OPEX and CAPEX spending against budget

Bachelor’s Degree, Major in Accounting or Finance

New grad or 0-3 yrs. of experience in area of Account Payable, Account Receivable, Tax Accounting, Finance Admin, and Support Roles

Proficient in Excel and Power Point

Good interpersonal, communication, and negotiation skills

Outstanding attention to detail, accuracy, problem solving, handle multi-tasking, and prioritize in a demanding environment skills

Good written and spoken English

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

Provide short and long-term corporate strategic plans which identifies key business priorities

Research, analyze, and apply critical thinking to internal & external information of asset management business, such as landscapes, competitor dynamics, and related regulations, in order to develop and implement new initiative for the SCBAM’s business strategies

Work closely with executives to develop, plan, and execute strategy allied with SCBAM vision and business strategy

Adjust strategies and business plans to accommodate changing business situations. Develop corporate KPI framework, monitor, follow up business unit strategies, and execution plans to achieve our goals

Ad-hoc and others as may be assigned

Male/Female not over 35 years old

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

At least 3 year of experience in related field, especially at consulting firm or in corporate strategy/strategic planning and business strategy in asset management companies or financial institutions

Proficiency in MS-Office

Written, oral, and presentation skills necessary to successfully influence and deliver clear presentations to senior executives

An aptitude, interest, and passion for creative problem solving and business interaction on both a team and individual level

Strategic, think out of the box, and analytical approach; structured thinker

Excellent research skills with experience in market and company analysis

Superior problem identification, structuring, and analysis skills

Service minded, sense of urgency, work-well under pressure, and good team player

Bring new and innovative products to the market

Plan and make sure to launch product in a timely manner

Study and analyze the competitive landscape

Monitor current product quality and recommend substitution if necessary

Distribute product information to sales and distributions

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

Understanding of various financial instruments and investment strategies

Experiences in mutual fund business or related field over 5 years

Knowledge of SEC regulation is a plus

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

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

Excellent communication and teamwork skills

Establish set of test cases & scripts to ensure that all requested functionality are met and the system works responsive to needs of company's goals and future growth.as well as availability of system on production environment.

Execute test cases & scripts, analyze result, identify issue, and keep issue/defect logging in a timely manner. Collaborate with user, developer and IT Support for troubleshooting issue and defect fixing.

Prepare UAT sign-off document to accept the result of testing and system readiness for implementation. Follow up UAT sign-off document and user privilege request form to confirm production implementation.

Participate in the evolution of company level best practices, standards, and policies as it related to computer system.

Bachelor’s degree in information technology, computer science, management information systems or related fields.

At least 5 years working experience in information technology area; 2+ years of experience in software Quality Assurance and automate testing tools.

Good knowledge of information systems technology as well as understanding of developing strategic information requirements

Understanding of IT architecture and development best practices.

Good listening and questioning skills combined with the ability to interact confidently with user to establish what the problem is and explain the solution.

Manage and monitor relevant risks involved within investment management processes according to company business strategies, investment policy and be in compliance with both internal rules and regulations

Act as a consultant for management in setting company directions on risk management perspective

Review and enhance Risk Management Framework both Investment Risk and Enterprise Risk perspective

Research and propose solutions for workflow automation and transformation, aiming to improve risk/performance control and monitoring processes

Master’s degree in Finance, Economics, Risk Management, Financial Engineering, Mathematics or related discipline

Minimum of fifteen (15) years cognate experience in risk oversight roles covering credit, market, liquidity, and operational risk with at least 5 years’ experience in managerial roles

Strong risk management background, including sound knowledge of investment product across asset classes

Strong leadership and coaching skills, highly effective interpersonal skills, including the ability to interact and collaborate with diverse teams and individuals, motivate and influence others, both internally and externally

Strong communication skills, written and oral, including the ability to explain and express views/opinions articulately and confidently

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

Good command in both spoken and written in English

Manage mutual funds, private funds, and provident funds, targeting to achieve superior return over the peers or fund’s benchmarks

Manage the day-to-day liquidity of the funds ensuring sufficient workable cash to meet clients’ redemption demand

Ensure all of the portfolios under coverage comply with the investment policies, restriction and regulatory requirements e.g. SEC, BOT, AIMC; and resolve any issue that may arise in regard to regulatory concerns

Participate in new client’s pitching along with the marketing team

Attend regular client’s portfolio reviews to keep client well-informed on the activities of the portfolio, fund’s performance, and future market outlook

Conduct research analysis on global and local macroeconomics and markets outlook, as well as other investment related analysis as requested by Group Head and Head of Department

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

Being CFA, FRM, CAIA Charter holder is preferable

Strong presentation skills

Able to communicate technical information to senior management level