ร่วมงานกับเรา บลจ.ไทยพาณิชย์

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

Develop market strategy to achieve business growth

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

Coordinate with support function or related business unit 

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

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

Good in personality, communication and interpersonal skills

จัดทำเอกสารค่าใช้จ่ายต่างๆที่เกี่ยวกับกองทุน

บันทึก/สอบทาน รายการซื้อ ขาย หรือรายการอื่นใด ที่เกี่ยวกับการลงทุน

ดำเนินการนำส่งภาษีอากรที่เกี่ยวข้องกองทุนให้กรมสรรพากรและจัดทำรายงานด้านภาษีอากร

ดำเนินการชำระบัญชีกองทุนสำรองเลี้ยงชีพ ตามประกาศของสำนักงาน ก.ล.ต.

สำเร็จการศึกษาระดับปริญญาตรี สาขาบัญชี

มีประสบการณ์ด้านปฏิบัติการกองทุน มีใบอนุญาต Single License จะได้รับการพิจารณาเป็นพิเศษ

ผ่านการอบรมตราสารหนี้ ตราสารทุน ตราสารอนุพันธ์ และธุรกรรมสัญญาต่างๆ หรืออบรมการปฏิบัติ การเกี่ยวกับระบบบัญชี และมาตรฐานการบัญชี จะได้รับการพิจารณาเป็นพิเศษ

Measure absolute risk and relative risk, including volatility, VaR, tracking-error, Sharpe ratio, information ratio, and controlling them within limits

Review and propose risk management policy and framework i.e. Market Risk, Credit Risk, Liquidity Risk, etc. and all risk budgeting limit

Actively monitor, update and analyze all regulatory changes with related to Asset Management business

Develop tools and methodology for stress testing

Develop automated workflow for data extraction, validation, and transformation to improve report generation time

Provide risk reporting & analysis and provide understanding of risk within portfolios and ways to mitigate them, and optimize risk-return ratio

Ensure the risk reports are accurate and timely reported to management, relevant parties and comply with SEC’s requirement

Analyze and recommend appropriate risk limit to the committee for approval

Develop, test, maintain, and optimize models for estimating market risk, liquidity risk, and credit risk within each investment portfolios

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

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

Experience in Asset Management especially in risk area would be advantage

Having background in credit analysis and strong analytical skills especially in investment portfolio, country risk, financial and economic analysis

Advanced skills in Microsoft and VBA programming

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

Monitor managerial reports to support executives & managers in decision making and driving business

Review and evaluate the budgeting, forecasting, financial modelling, financial analysis and other financial reports

Ensure the timely reporting of all monthly financial information.

Supports budget and forecasting activities.

Monitor key business figures, identify key concerned activities which impact these figures, propose actions / solutions

Preparing standard and ad-hoc reports, and management commentaries.

Male/Female not over 35 years old

Master degree in Accounting / Finance / Economics / Statistics / MIS / MBA major in related fields

Minimum 5 years of relevant experience preferably with Asset Management. Strong experience in financial accounting, management accounting, financial analysis, planning, forecasting and management reporting. Audit / Managerial Accounting background is a plus.

Strong analytical and quantitative skills.

Fluent in spoken and written English

Proficient in MS Excel (using formula), PowerPoint, Access, and Power BI

Ability to work well under pressure. Hands-on and proactive with people management and communication skills

Cross functional and team player

Sense of urgency (Ability to handle various jobs and deliver on time and correctly)

Monitor and report daily CDS (Foreign Countries and Banks), Rating and Outlook (Foreign Countries, Thai and Foreign Banks, Thai and Foreign Corporates), Stock Price Index (Countries, Foreign Banks and Corporates)

Attend company roadshows, company visits, for exposure to insights and gain direct analysis from the executives

Conduct credit reviews in a timely manner ensuring full compliance of approval terms and covenants

Conduct credit opinion in case of outside SCBAM universe and review credit summary and credit ratings

Prepare credit presentation and analysis for senior management and risk management committees

Work collaboratively with other SCBAM & SCB departments in providing information for credit rating agency (Fitch Rating) and review fitch credit rating report of SCBAM

Implement investment policy and guidelines

Review credit risk management policy

Master’s Degree in Finance, Economic, Accounting, Engineering or related field

At least 2 years working experience as Credit Analyst, Credit Research Analyst, Fixed Income Analyst

Self-motivated  hard-working and interested in global economic

Good analytical, writing and presentation skills and able to handle work in time constraint environment

Good communication and strong leadership skills

Good command in English both written and spoken

Good computer literacy

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 2 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

Process preliminary fund selection and maintain ongoing monitoring on foreign fund managers

Operate regular update and review with external fund managers

Prepare and organize new fund launches in a timely manner

Communicate fund information internally in form of written and oral communication

Set up trading account with foreign fund managers on behalf of SCBAM

Produce regular peer comparison analysis to maintain SCBAM competitiveness

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

Understanding of various financial instruments and investment strategies

Awareness of competitor’s product offerings and current market conditions

Knowledge of SEC regulation

Good interpersonal, presentation and English communication skills

Good computer literacy: MS Office (Especially PowerPoint & KeyNote)

Gather, analyst, design and encode business requirements by converting work flow information in functional specifications into computer language to ensure that the desired results are produced

Test code throughout development life cycle to ensure that logic and syntax are correct, and that program results are accurate

Train and prepares instructional material for end users to ensure that they can operate new or modified programs follow the designed system flows

Diagnosis and troubleshooting of problem programs including guidance user and provide preventive solution to ensure that all systems operate smoothly

Manage, provide guidance and review activities to junior team members to ensure that the desired results are produced

Participates in the evolution of company level best practices, standards, and policies as it related to software development

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

At least 5 years working experience in information technology area; 3+ years of experience in Windows and Web Based programming (VB, C#, JAVA etc.)

Comprehensive knowledge of information systems technology as well as understanding of developing strategic information requirements of Asset Management business

Excellent knowledge in relational databases especially SQL Server

Good understanding of IT architecture and development best practices

Effective inter-personal and communication skills and the ability to interact professionally with a diverse group of users.

ให้บริการเป็นที่ปรึกษาการลงทุนทางโทรศัพท์แก่ลูกค้าโดยแนะนำการจัดพอร์ตการลงทุนแบบAsset Allocation

ตอบข้อซักถามและแก้ไขปัญหาให้ลูกค้าผ่าน 2 ช่องทางหลัก ได้แก่ ทางโทรศัพท์และอีเมล

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 2 ปี

มีทักษะการใช้โปรแกรม MS Office ได้ดี

มีทักษะการใช้ภาษาอังกฤษอยู่ในเกณฑ์ดีมีทักษะการแก้ปัญหาและการวางแผนที่ดี

Reconcile fund manager transactions with counterparty’s confirmation to ensure the accuracy and timeliness

Code investment restriction rules in CRD pre-trade system to ensure the compliance with applicable rules and regulations

Setup new securities, new portfolio and new counterparty in the systems to ensure the accuracy and timeliness

Generate investment guidelines to put in provident and private fund client contracts

Prepare fund’s legal document for opening trading/investment account and shareholder voting

Bachelor’s Degree in Business Administration, Finance, Management or related field

Require 2-3 years experienced in fund management middle office function

Strong communication and problem-solving skills.

Computer literate in Microsoft Office

Good attitude, eager to learn, and hard working

Familiar with CRD, Portia system is preferable