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Kiatnakin Phatra Financial Group

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Private Fund Support

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Job Summary

Working with Financial Consultants of Private Fund’s distributors to ensure proper accounting opening procedures and documentation including presentations proposing an approach to a potential client

Role and Responsibilities / หน้าที่ความรับผิดชอบ

  • Providing account information to Financial Consultants and maintaining Financial Consultants relationships
  • Proactively resolving clients’ issues and concerns
  • Learning the business and products in order to assist Fund Managers
  • Clerical duties such as handling telephones, mailing, filing and processing forms
  • Taking and placing customer orders for opening account, cash withdrawal, cash injection, closing account and any activities related to private funds
  • Participating in ongoing platform reviews and design initiatives for private fund processing

Qualifications / คุณสมบัติ

• Age 25 – 30 years
• Bachelor or Master degree in Finance, Accounting, Economics or related field
• Preferred if possess Single License or able to acquire one in due course
• Good communication in Thai and English is preferred
• Microsoft Office skill
• Mature, team oriented and self-confident
• Excellent communication and interpersonal skills

Specific knowledge and skill / ความรู้เฉพาะตำแหน่ง

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