Officer, Investment Research Th - Thailand, ประเทศไทย - CIMB Group

CIMB Group
CIMB Group
บริษัทที่ผ่านการตรวจสอบ
Thailand, ประเทศไทย

1 สัปดาห์ที่แล้ว

ณัฐศิริ ชูแสง

โพสต์โดย:

ณัฐศิริ ชูแสง

ผู้สรรหาบุคลากรทางคนเพื่อ beBee
คำอธิบาย

Responsibilities:


  • Update customer's periodically to monitor and maintain customer financial target.
  • Manage client portfolios, keeping client plans uptodate.
  • Conduct seminars related to market updates, and financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages.
  • Update market outlook, economic data, fund information etc. to sale team. Monitor financial market trends that related to products to ensure the client plans are responsive.
  • Investment Research team data support and ad hoc

Qualification:

  • Bechalor 's Degree in the relevant disciplin (Accounting/Finance/Business/Economics/Financial Engineering)
  • 15 years of experience of relevant banking background in established bank / financial institutions
  • Interest in investing in the Mutual Fund Product, Economic, Retire Planning
  • Strong interpersonal skill, communication skill, selfmotivated, presentation skills
  • Investment Consultant License (previously Single License) is required
  • Investment Planner License would be a plus
งานเพิ่มเติมจาก CIMB Group
ดูงานทั้งหมดของ CIMB Group