2025-07-12T14:15:48

ร่วมงานกับเรา

 
 

Mutual Fund Specialist - Finansia Syrus (จำนวนที่รับ 1 คน)

คุณสมบัติ

    • Bachelor’s degree or higher in Finance, Economics, or a related field.
    • 1–3 years of relevant experience will be advantage.
    • Possession of an Investment Consultant (IC) License is required; IC Complex License is preferred.
    • Candidates with experience in investment through various applications, prior work in the FinTech industry, or a foundational understanding of UX/UI is preferred.
    • Experience in managing business development initiatives or projects with basic project management capabilities is preferred.
    • Excellent written and verbal communication skills, with the ability to present ideas clearly and professionally.
    • Self-motivated, proactive, and a fast learner with a strong can-do attitude.
    • Ability to manage multiple tasks simultaneously, work well under pressure, and apply constructive problem-solving methods.
    • Fresh Graduated are Welcome

ลักษณะงาน

  • Mutual Fund Specialist

    • Create engaging investment content, including product highlights, market themes, and educational materials to improve client understanding and engagement.
    • Regularly monitor and review selected mutual funds to ensure ongoing performance consistency and alignment with investment objectives.
    • Provide internal support and training on fund selection methodologies, tools, and best practices.
    • Communicate fund-related information clearly and effectively to both internal teams and external stakeholders through written reports and presentations.
    • Deliver mutual fund training and sales support to internal teams and partner channels to enhance product knowledge and sales effectiveness.
    Project Coordinator
    • Lead or support assigned projects related to mutual fund initiatives, including coordination with cross-functional teams.
    • Perform any additional duties as assigned within the scope of the role.
     
    Workplace: Head Office @CTW