ร่วมงานกับเรา | Yuanta Securities (Thailand)

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.

 Education, Experience, and Licensing Requirements

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

Qualifications / Skills:

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

Responsibilities:

• Analysing existing programs for modification purposes.
• Researching and designing new software systems, websites, programs and applications
• Writing and implementing, clean, scalable code.
• Maintaining software code and system security.

Qualifications:

• Bachelor's degree of Computer Science/ Engineer or related field.
• Having knowledge of C#, DMBS, NoSQL, Frontend UI Framework.
• Excellent critical thinking and analytical skills.
• At least 2 years of experience in IT or related field.

หน้าที่และความรับผิดชอบ:

• ให้คำปรึกษาและวางแผนการลงทุนในทุกๆผลิตภัณฑ์ให้กับลูกค้า
• วางแผนจัดการทางการเงินในการลงทุนส่วนบุคคลและนิติบุคคล

คุณสมบัติ:

• ปริญญาตรีในทุกสาขา
• มีความรู้ในด้านการเงินและการลงทุน
• มี CFP License หรือ IP License
• หากมีประสบการณ์ในการทำงาน 1-2 ปี จะพิจารณาเป็นพิเศษ
• หากสามารถใช้ภาษาอังกฤษหรือภาษาจีนได้จะพิจารณาเป็นพิเศษ

Responsibilities:

• Analyse and forecast bond yield curve movement using data from the markets in Thailand and foreign countries.
• Participate in  competitive bidding with Bank of Thailand (primary market)
• Execute buy and sell order for government bond in secondary market to maximise profits.
• Analyse investment strategies with mixed holding periods and monitor portfolio risks and limits.
• Handle day-to-day activities in relation to Treasury products i.e., Money Market, Bond issuance, Repo.
• Research economic trends, regulatory issues, credit market updates and investment opportunities in order to provide management with meaning ful recommendations on treasury initiatives.

Qualifications:

• Bachelor's degree or higher in Business Administration, Finance and Banking, or related fields.
• At least 2 years of working experience.
• Obtaining bond trader license is a plus.

Responsibilities

• Providing daily recommendations for Yuanta Wealth Managers and clients on global securities, mutual funds and related products based on Yuanta Research views.
• Providing information on Wealth Manager and clients’ requests.
• Performing daily order execution on Global+ platform.
• Assisting Wealth Manager on daily general requests related to Global+ business.
• Coordinating with IT, middle and back office teams to provide client reports, facilitate fund transfer as well as solving technical problems on Global+ platform as necessary.

Qualification:

• Bachelor in Economics or business administration or related fields.
• Great communication skills, clearly communicate with others.
• At least 1 year of experience and knowledge in investment – finance industry, equity market, fixed income market, commodities, mutual funds, investment planning, etc.
• Have analytical skills, advisory and presentation skills.
• English proficiency.
• IC Complex 1 License required.

Responsibilities

• This position will report to the Wealth Management Business head and will have end to end responsibility for executing our agent and customer (both retail and wholesale) acquisition strategy and drive Agent Management System (AMS) on revenue sharing schemes and UX/UI improvement.
• Develop marketing strategy to attract independent financial advisors, corporate with high number of employees and potential partners to choose Yuanta as investment execution platform.
• Create a customer acquisition strategy to support potential individual and corporate agents.
• Manage revenue sharing on a monthly basis from Agent Management System (AMS).
• Responsible for analyzing and interpreting results, and communicating clear actions to adjust acquisition strategy based on changing and dynamic competitive landscape.
• Visibility and understanding of overall project tasks, manages timelines, and ensures everyone involved is accountable to timelines. 
• Lead a cross-functional team to bring the customer acquisition strategy to life. 

Qualification:

• Minimum 3 years in Product Marketing / digital marketing/ e-commerce / customer acquisition or related experience.
• Energetic and passionate who is fast learner, and has great attention to detail.
• Good interpersonal skills and can work with diverse individuals at all levels with cross-cultural understanding.
• Strong planning, analytical, and management skills with ability to multitask.
• Ability to communicate effectively & fluently in both English & Thai.
• Good computer literacy with Microsoft Office, Word, Excel, PowerPoint, and Outlook.
• Experience with e-commerce marketing technology like Google Analytics, Google Tag Manager,
• IC Complex 1 License is preferable.