What you'll be doing

• Conduct in-depth financial assessments to understand clients' unique financial goals, risk tolerance, and investment time horizons.
• Develop and implement personalised financial plans and investment strategies to help clients achieve their short and long-term financial objectives.
• Actively monitor and manage client investment portfolios, making recommendations for adjustments as needed.
• Provide regular progress updates and financial reviews to clients, ensuring they remain informed and engaged.
• Build and maintain strong relationships with clients, serving as a trusted financial adviser and advocate.
• Stay up-to-date with industry trends, regulations, and best practices to deliver the highest level of service.

What we're looking for

• Bachelor's degree in Finance, Economics, Accounting, or a related field.
• Interests in financial planning principles, investment management, and wealth advisory services
• Excellent communication and interpersonal skills.
• Demonstrated problem-solving and analytical skills, with a keen attention to detail.
• Passion for providing exceptional client service and building long-term relationships.
• Having IC Licenses is a plus.

What you'll explore
Trainees will undergo a structured development program, beginning with learning essential systems, software, and investment analysis techniques, including client risk assessment. Additionally, you will participate in observational training with senior advisors, gaining practical experience through supervised investment planning and advisory tasks. Upon demonstrating competency, trainees will assume independent responsibilities, including managing new clients, developing investment plans, providing financial consultations, and expanding their client base while maintaining professional relationships.

Key Responsibilities:

• Design and implement training programs to enhance employee skills and competencies.
• Organize and coordinate internal and external training sessions, workshops, and leadership programs.
• Monitor and evaluate training effectiveness to ensure knowledge transfer and business impact.
• Support leadership development and mentorship programs.
• Manage and maintain LMS or e-learning platforms for training administration.

What we're looking for:

• Bachelor’s or Master’s degree in Human Resources, Business Administration, Psychology, or related fields.
• 1-3 years of experience in training, talent development, or HRD.
• Proficiency in HR software and LMS platforms is a plus.
• Strong English language proficiency.

Responsibilities:

• Collect data and analyse the operating performance, current status, and development trends of the financial industry, as well as perform peer analysis of securities firms.
• Complete project reports based on the needs of the company, to support the company’s development and operation.
• Responsible for translation duty for senior executives on daily business affairs (mainly Thai/ Chinese two-way translation.)

Qualifications:

• Bachelor’s degree in Business Administration, Finance, or related fields.
• Proficiency in MS Office, especially Excel.
• Able to perform data analysis (with programming skills is a plus).
• A team player with good communication and interpersonal skills.

Responsibilities:

• Maintain, develop and monitor trading systems using Python, SQL and Java.
• Retrieve price information from the ITCH protocol, and submit orders to the Foreign equity market via Fix protocol.
• Collaborate with related departments to launch new DRs linked with Foreign Equity (Asian, US stocks).

Qualifications:

• Bachelor's degree or higher in Computer Science, Information Technology or a related field.
• 3-5 years of work experience in related positions.
• Proficiency in Python, SQL and Java.
• Have basic knowledge of API connection, FIX protocol, ITCH and OUCH protocol.

Responsibilities:

• Conceptualised and created short-form video content that aligns with our brand messaging and marketing goals.
• Record high-quality videos using smartphones, ensuring good framing, lighting, and audio.
• Write engaging scripts that capture the viewer's attention and effectively communicate the intended message.
• Perform basic video editing using applications, such as Capcut, trimming, adding text and simple transitions.
• Be comfortable appearing on camera to deliver content as a presenter, interviewer, or demonstrator.
• Collaborate with the digital marketing team to brainstorm new video ideas and strategies.
• Stay updated on current video trends and best practices, particularly for social media platforms like Instagram, TikTok, and YouTube.
• Manage and organise video files for efficient handoff to the post-production team.

Qualifications:

• Bachelor's degree in Communication or other related fields, or proven experience in creating video content, particularly short-form video for social media.
• Proficiency in using smartphones for video recording and basic editing applications like Capcut.
• Strong script writing skills with the ability to convey messages clearly and engagingly.
• Ability to work independently and manage multiple projects simultaneously.
• Creative mindset with a strong understanding of visual storytelling.
• Basic knowledge of social media platforms and video formats.
• Experience with video editing tools and software is a plus.
• Motion graphics skills are a plus.
• Understanding of digital marketing concepts and how video content fits into broader marketing strategies.

Please also provide us with your portfolio.

Tasks and Responsibilities

• Recommend the appropriate Investment products, i.e. equity, TFEX, fund, bond, structure note, etc. to high net worth clients according to each client's risk appetite.
• Monitor client's investment port performance and recommend the appropriate balance according to asset allocation direction.
• Follow up the market situation and factor that impact to market as well as provide data is always delivered.
• Monitor the process of investment transaction in order to ensure that smooth and accurate data is always delivered.
• Being a part of a team to create, design and plan the efficient and interesting investment product lines and asset allocation.
• Acquire new potential clients

 Education, Experience, and Licensing Requirements

• Bachelor 's degree in Finance, Economics, Accounting or a related field
• 0-5 years experience in a finance position and investment 
• IC Complex License , CFP  

Qualifications

• Outstanding interpersonal skills.
• Confident decision-making abilities.
• Analytical mind with good problem-solving skills.
• Excellent written and verbal communication skill both Thai/English.