Qualification
- Thai nationality, Bachelor’s degree in Finance, Banking, Business Admin, Accounting or related field.
- Age 30 – 45 years old.
- Handle investment account openings for investors within the system.
- Check and verify that all documents are complete and correct.
- Record all fund transactions (buy, sell, and switch) for investors into the system.
- Set up fund info for IPOs, add selling agent details, and keep all fee structures up to date in the system.
- Prepare monthly reports on fund movements and cash flow for both Mutual and Private funds.
- Must have an Investment Consultant License.
- At least 3–7 years of experience in the asset management industry is a plus.
- Comfortable working with large sets of numbers with high accuracy.
- Good personality with great communication skills and a service-minded attitude.
- Proficient in English and skilled in using Microsoft Office.