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Career Opportunities


Phatra is the leading securities and investment banking house in Thailand, providing fully integrated services comprising securities trading, investment banking, financial advisory, and research. Phatra is widely recognized locally and internationally for its excellence and commitment to the Thai capital market. Phatra offers career development, and is committed to developing each employee to fulfill his/her potential. Successful candidates can look forward to competitive remuneration package, fringe benefits and exciting career prospects. To maintain our strong position, we seek well-qualified, ambitious and energetic candidates to join our team of experts. We currently have opening for challenging positions and invite you to participate in our continued legacy.


  • Graphic Designer in Wealth Management Department
    Job Responsibilities:
    • To create an artwork design for ongoing marketing materials for both offline and online channel including social media (Infographic, Line@ banner, website, promotions and display banner)
    • To design sales proposal as assigned.
    • To coordinate and liaise with supplier (Printing supplier).
    • To perform other job-related duty as assigned.
    Qualifications:
    • High Proficiency in different design program e.g., Illustrator, Photoshop, PageMaker, PowerPoint.
    • Bachelor’s Degree in Graphic Design, Multimedia or related field.
    • At least 5 years or more experience in graphic designing preferably in-house/corporate designing
    • Digital advertising or Marketing agency background is a plus.
    • Creativity with positive attitude.
    • Proficiency in English.
    • Mature, active, high responsibility, can work independently and also working as a team.
    • Can work under pressure with tight deadlines.
    • Portfolio is required for submission.
    • Experienced in financial institutions or basic knowledge in investment will be advantage.
    • Immediately requires
    Apply Now
  • Client Associate for External Relationship Manager

     

    Responsibilities :

     

     
    • Coordinate and assist Phatra Wealth Management’s External Relationship Managers  
    • Preparing, processing and completing all documents for new account opening in each product and all requests for ERM’s clients, both new client and existing clients.
    • Processing the document related the executed transactions for all products.
    • Taking, executing and confirming orders with clients and also ERM.
    • Supporting ERMs with sales materials, tools and any constructive meeting with related teams to better serve clients’ needs
     
    Qualifications :
     
    • Thai nationality
    • Age not over 40 years old
    • Bachelor’s degree in Finance, Accounting, Economics or related field
    • Possess Investment Consultant Complex 3
    • At least 2 – 3 year experiences in this field   
    • Pleasant personality with service-minded and good team player
    • Adhere to high standard of ethical and professional working environment
    • Comfortable with computer and Internet technology
    • Good command of written and spoken English is a plus
    Apply Now
  • Product Specialist in Phatra Asset Management

    Job Descriptions:

    • Work with portfolio managers to develop and communicate information about the products investment teams, process, and performance to private fund clients and a broad range of selling agents
    • Work closely with the team’s PMs to become deeply knowledgeable of each product. The Product   specialist team must have an intimate knowledge of the investment philosophy and process of each investment product supported. This would include a detailed understanding of current investment themes being represented within the portfolio, knowledge of all portfolio holdings, risk attributes of the strategy, past and current positioning of the portfolio, near-term outlook for the strategy and performance attribution. 

    •     Support distribution with training, large conferences, meeting support. Provide expertise and content to support distribution.

    •     Write and prepare investor updates for quarterly and monthly report

    Qualifications:

     

    • Bachelor's degree is required, MS/MBA/MFE is preferred. Preferred majors include: Finance , Financial engineering
    • 3-4 years of experience in the securities industry preferred
    • Demonstrated ability to identify selling point of assigned products
    • Excellent verbal and written communication and presentation skills, including experience presenting in front of groups
    • Communicates with thoroughness and clarity in an honest and transparent manner
    • Demonstrated ability to build professional relationships
    • Good organizational and interpersonal skills
    • Demonstrated ability to establish priorities, achieve goals, set and meet deadlines
    • An ability to work independently as well as part of a team
    • Flexible and responsive to change

     

    Phatra offers career development, and is committed to developing each employee to fulfill his/her potential.   Successful candidates can look forward to competitive remuneration package, fringe benefits and exciting career prospects. 

     


    Apply Now
  • Internship in Research Department

    Intern Qualifications:
    • Interns must make a full-time commitment during the Internship Session
    • Training or demonstrated ability to learn language Python

    Education / Requirement:
    • Currently enrolled in and actively attending an accredited college or university as an undergraduate student with a declared major in Information Technology, Computer Science, Management Information Systems, or other relevant program.
    • Demonstrable experience in Python Programming (pandas, NumPy, SciPy)
    • Knowledge of operationalizing data sourcing/loading including automating/scheduling data ingestion

    Responsibilities:
    • Responsible for managing/maintaining data for multiple data set of research data.
    • Other duties as assigned.


    Phatra offers career development, and is committed to developing each employee to fulfill his/her potential. Successful candidates can look forward to competitive remuneration package, fringe benefits and exciting career prospects.

    Apply Now
  • Internal Control in Wealth Management

    To carry out and support the financial trading activities, so as to co-operate with other related department such as Risk management, Operations.

    Key responsibilities and accountabilities:
    • Process the account opening including credit approval.
    • Coordinate with involved staffs to smoothen both pre and post trading activity.
    • Monitor and report on trading activities and provide relevant management information.
    • Pre-investigate the abnormal or error trading transaction.
    • Communicate and provide information by relevant methods internally and externally to assist and enable organizational operations and effective service to connecting groups.
    • Interpret instructions and issues arising, and then implement actions according to administrative policies and procedures.
    • Coordinate with Legal and Compliance to provide advice to Financial Consultant in order to ensure that all actions taken meet regulator’s requirements 
    • Liaise and attend meetings with other company functions necessary to perform duties and aid business and organizational development.
    • Complete the annual credit line review

    Qualifications :
    • Thai nationality 
    • Bachelor’s degree or above graduate in Finance, Accounting, Economics or related field
    • Knowledge of PC and Microsoft applications (Word, Excel and Power Point)
    • Pleasant personality with service-minded and good team player 
    • Excellent written and spoken English as well as Thai language skills 
    • Must be energetic, have strong personality and able to work independently 
    • Must be able to perform well under pressure 
    • Must possess good judgment, logic, ability to multi-task and strong personality 
    • Must be resourceful, energetic, pro-active and eager to learn 


    Phatra offers career development, and is committed to developing each employee to 
    fulfill his/her potential. Successful candidates can look forward to competitive remuneration package, fringe benefits and exciting career prospects.

    Apply Now
  • Clearing & Custodian Officer in Operation Department
    Job Descriptions:
     
    ·         Handling the subscription of rights issue, warrant exercise and tender offer for clients.
    ·         Disseminate corporate news, especially TSD/SET announcement to all relevant persons.
    ·         Handling clearing functions with TSD.
    ·         Handling OTC product settlement and registrar processing.   
    ·         Handling all Regulatory Report to SEC, SET , BOT and ThaiBMA          
    ·         Co-ordinate with all parties who involve business
    ·         Handling deal PO, IPO, Tender offer and Bond
    ·         Other assignments works as the case may be
     
    Qualifications (for all positions):
     
    ·         Thai national with Bachelor or Master’s degree in Economics, Accounting, Finance or any business field.
    ·         1 - 5 years of working experience in the securities company or any financial related area
    ·         Good command of written and spoken English.
    ·         Knowledge of PC and Microsoft application (Word, Excel, Outlook and PowerPoint).
    ·         Must be able to perform well under pressure.
    ·         Strong analytical skills, rational thinking with excellent interpersonal skills.
    ·         High self motivation to achieve responsible duty
    ·         Pleasant personality with service minded, energetic, enthusiastic and a good team player
     
    Phatra offers career development, and is committed to developing each employee to fulfill his/her potential.   Successful candidates can look forward to competitive remuneration package, fringe benefits and exciting career prospects. 
     
    Apply Now
  • IT Administrator (Network)
    Job description
    • Monitor, configure, troubleshoot and maintain network infrastructure, switch, router, firewall, server, firewall and applications.
    • Administer and support core Cisco, Palo and VMware technologies and IP Phone
    • Develop and implement project plans, risk assessments and contingency plans.
    • Assist with hardware, firewall, telecom and software vendor evaluation.
    • Work with IT group to resolve issues with networks and servers.
    • Work closely with regional/global IT teams and support troubleshooting of problems and issues.
    • Recommend and train team members on existing and new technologies.
    Qualification
    • Bachelor’s degree in Computer Science or related field.
    • Minimum 3-5 year of experience in IT admin Network/ IT support/ IT infrastructure.
    • Hand-on experience in supporting, managing system and troubleshooting,
    • Strong technical knowledge and hands-on experience involving Enterprise system/server and networking.
    • Strong experience in server & network support including Server 2008/2016, AD, VMWare, firewall, VPN and IP phone.
    • Good command of English. 
     
    Phatra offers career development, and is committed to developing each employee to fulfill his/her potential. 
     
    Apply Now
  • Client Onboarding in Operations Department
    Job Descriptions:
    ·        Handling all account Opening , setting up credit line , all type of trading accounts as well as close trading account for in house product  i.e. equity , SBL, TFEX, Debt, OTC trading etc.
    ·        Handling maintenance client profile both document part and system part.
    ·        Handling all account Opening for selling agent product i.e. Mutual fund (AMC - Asset Management Companies), Deposit bank Account or other product.
    ·        Co-ordinate with all parties who involve business with AMC or associated company
    ·        Check and control client’s information in the database that they are up-to-date and accuracy.
    ·        Other assignments work as the case may be.
     
    Qualifications:
     
    ·        Thai national with Bachelor or Master’s degree in Economics, Accounting, Finance or any business field.
    ·        1-2  years or more of experience in securities industry, background in custodian bank,
    ·        Good command of written and spoken English.
    ·        Strong analytical skills, rational thinking with excellent interpersonal skills.
    ·        Must be able to perform well under pressure.
    ·        Pleasant personality with service minded, energetic, enthusiastic and a good team player.
    ·        Knowledge of PC and Microsoft application (Word, Excel, Outlook and PowerPoint).
     
    Phatra offers career development, and is committed to developing each employee to fulfill his/her potential.   Successful candidates can look forward to competitive remuneration package, fringe benefits and exciting career prospects. 
     
    Apply Now
  • Fund Support Manager in Phatra Asset Management
    Fund Support Responsibilities and Duties include:
    •                    Account opening with foreign counterparts, e.g., banks
    •                    Seeking necessary approval from authorities with regards to foreign currency investment limit
    •                    Account opening with brokers both onshore and offshore
    •                    Preparing documents necessary for proxy voting
    •                    Follow company policies and procedures for smooth operations.
    •                    Any other works as required.
     
    Qualifications:
    •                    Thai nationality
    •                    Bachelor or Master Degree in Business Administration or related field
    •                    At least 3-5 years’ experience in the back office and operation area or background in Fund Administration, preferably in asset management, securities or banking industry
    •                    Ambitious, energetic, hardworking and able to work under time constrain
    •                    Pleasant personality with service-minded and good team player
    •                    Well organize, neat, problem solver, fast learning, and interpersonal skill, presentable, out-going, and mature
    •                    Good command of written and spoken English
    •                    Knowledge of PC and Microsoft applications (Word, Excel and Power Point)
     
    Phatra offers career development, and is committed to developing each employee to fulfill his/her potential.   Successful candidates can look forward to competitive remuneration package, fringe benefits and exciting career prospects. 
     
    Apply Now
  • Junior Settlement Officer in Operation Department

    Job Descriptions:

    ·        Responsible for securities settlement functions, cash receipt and payment of the private clients’ securities trading settlement including tracking market error, trade approval and handling fail settlement.
    ·        Responsible for following up overdue settlements.
    ·        Responsible for cash collateral deposit, transfer and withdrawal as well as monitoring cash movement transaction in order to prevent money laundering activities.
    ·        Responsible for the overall stock transfer process both physical scrip and scripless.
    ·        Responsible for handling Money Market Settlement.
    ·        Responsible for any regulatory report/request, audit request, client request for asset outstanding confirmation.
    ·        Responsible for handling new business product, new project relating  operations.
     
    Qualifications:
     
    ·        Thai national with Bachelor or Master’s degree in Economics, Accounting, Finance or any business field.
    ·        1 - 5 years of working experience in the securities company or any financial related area
    ·        Good command of written and spoken English.
    ·        Knowledge of PC and Microsoft application (Word, Excel, Outlook and PowerPoint).
    ·        Must be able to perform well under pressure.
    ·        Strong analytical skillsrational thinking withexcellent interpersonal skills.
    ·        High self motivation to achieve responsible duty
    ·        Pleasant personality with service minded, energetic, enthusiastic and a good team player.
    ·        Possess Single License is an advantage.
     
    Phatra offers career development, and is committed to developing each employee to fulfill his/her potential.   Successful candidates can look forward to competitive remuneration package, fringe benefits and exciting career prospects. 
     
    Apply Now
  • Data Management / Data Architect in Research Department

    Job Descriptions:

     Provide technical support in the research, experimentation, business analysis, and use of systems technology, including architecture, integration capabilities, and database management.
     Develop efficient ways of combining data from multiple systems to produce analysis.
     Designing processes to extract, transform, and load data into our database using SQL, stored procedures and other technologies.
     Maintain up to date procedures and process flows for validation and clean-up of data.
     Create interactive reports, analytical datasets, data visualizations, and dashboards in Tableau, Microsoft Excel, or other tools as needed.
     Devise and promote effective analytic models and creative data visualization to derive actionable intelligence.
     Participates in development activities to implement strategic Data Management capabilities
     
     
    Qualifications:
    • Bachelor’s degree or above graduates in Computer science, Computer engineering, Information Technology, or a related field
     Knowledge of programming language such as Python, VBA, Java
     Understand in database management system e.g. SQL Server
     Knowledge in web application development e.g. ASP.NET is a plus
     Knowledge of data analytics, data mining, data manipulation and the ability to apply them.
     Strong Interpersonal skills to resolve problems in a professional manner, lead working groups, negotiate, and create consensus
     
     
     
    Apply Now
  • IT Technical & Processing Audit in Kiatnakin-Phatra Financial Group
    ท่านจะมีหน้าที่รับผิดชอบในการตรวจสอบด้านเทคโนโลยีสารสนเทศ (IT Audit) เพื่อให้มั่นใจว่าระบบและกระบวนการที่เกี่ยวข้องภายในกลุ่มธุรกิจเกียรตินาคินภัทร มีการควบคุมภายในที่เพียงพอและเหมาะสม ตามกฎเกณฑ์ของทางราชการ (เช่น ธปท. กลต. พรบ.คอมพิวเตอร์ ฯลฯ) มาตรฐานสากลที่เกี่ยวข้อง (เช่น COBIT ISO27001 ฯลฯ) รวมถึงนโยบาย/มาตรฐานขั้นต่ำของธนาคารหรือบริษัทฯ
     
    หน้าที่ความรับผิดชอบ:
    • วางแผน ปฏิบัติงานและออกรายงานตรวจสอบด้านเทคโนโลยีสารสนเทศ รวมทั้งติดตามผลการแก้ไขข้อสังเกตจากการตรวจสอบ
    • ให้คำปรึกษาและข้อแนะนำแก่หน่วยงานที่เกี่ยวข้อง ในเรื่องความเสี่ยงและการควบคุมภายใน โดยเฉพาะด้านเทคโนโลยีสารสนเทศ
    • รวบรวมข้อมูลผลการตรวจสอบ เพื่อวิเคราะห์และจัดทำรายงานสรุปผลเพื่อนำเสนอผู้บริหารฯ หรือคณะกรรมการที่เกี่ยวข้อง
    • ประสานงานกับผู้ตรวจสอบภายนอก อาทิเช่นผู้สอบบัญชี ธปท. กลต. รวมทั้งปฏิบัติงานอื่นๆ ตามที่ได้รับมอบหมาย
    คุณสมบัติ:
    • จบการศึกษาระดับปริญญาตรีขึ้นไป ในด้านคอมพิวเตอร์หรือที่เกี่ยวข้อง
    • มีประสบการณ์ทำงานด้าน IT Audit 3-10 ปี [สำหรับ Team Member (Manager/Senior Manager] และ 10 ปีขึ้นไป [สำหรับ Team In-charge (AVP/VP) โดยมีประสบการณ์ในการดูแลและนำทีมฯ อย่างน้อย 3 ปี]
    • หากมีประสบการณ์ในกลุ่มธุรกิจการเงิน การธนาคาร เช่าซื้อหรือหลักทรัพย์ โดยทำหน้าที่ตรวจสอบการควบคุมทั่วไปและระบบงาน (IT General & Application Controls) ตรวจสอบข้อมูล (เช่นการใช้โปรแกรม IDEA ACL หรือเขียน SQL) ดูแลระบบความปลอดภัย (IT Security) ดูแลระบบ/เครือข่าย (OS/DB/Network Admin.) หรือมีประกาศนียบัตรที่เกี่ยวข้องที่ยอมรับโดยทั่วไป อาทิเช่น CISA CISSP CISM CIA จะได้รับการพิจารณาเป็นพิเศษ
    • มีทักษะพื้นฐานค่อนข้างดีในการใช้คอมพิวเตอร์ (เช่น Word Excel PowerPoint) และภาษาอังกฤษ (อ่านและเขียน)
    • Self-motivated, proactive, and able to work either independently or as part of a team
     
    Phatra offers career development, and is committed to developing each employee to
    fulfill his/her potential.   Successful candidates can look forward to competitive remuneration package, fringe benefits and exciting career prospects. 
     
     

    Apply Now
  • Data Analystic Audit in in Kiatnakin-Phatra Financial Group
    ท่านจะมีหน้าที่รับผิดชอบในการตรวจสอบข้อมูลสารสนเทศ เพื่อให้มั่นใจว่า ข้อมูลสารสนเทศ และกระบวนการที่เกี่ยวข้องภายในกลุ่มธุรกิจเกียรตินาคินภัทร มีการควบคุมภายในที่เพียงพอและเหมาะสม ตามกฎเกณฑ์ของทางราชการ (เช่น ธปท. กลต. ฯลฯ) มาตรฐานสากลที่เกี่ยวข้อง รวมถึงนโยบาย/มาตรฐานขั้นต่ำของธนาคารหรือบริษัทฯ
     
    หน้าที่ความรับผิดชอบ:
    • วางแผน ปฏิบัติงานตรวจสอบ/วิเคราะห์ข้อมูล และออกรายงานตรวจสอบข้อมูลสารสนเทศ เพื่อสนับสนุนงานตรวจสอบเทคโนโลยีสารสนเทศ (IT Audit) รวมทั้งติดตามผลการแก้ไขข้อสังเกตจากการตรวจสอบ
    • ให้คำปรึกษาและข้อแนะนำแก่หน่วยงานที่เกี่ยวข้อง ในเรื่องความเสี่ยงและการควบคุมภายใน โดยเฉพาะด้านข้อมูลและกระบวนการทางเทคโนโลยีสารสนเทศ
    • รวบรวมข้อมูลผลการตรวจสอบ เพื่อวิเคราะห์และจัดทำรายงานสรุปผลเพื่อนำเสนอผู้บริหารฯ หรือคณะกรรมการที่เกี่ยวข้อง
    • ประสานงานกับผู้ตรวจสอบภายนอก อาทิเช่นผู้สอบบัญชี ธปท. กลต. รวมทั้งปฏิบัติงานอื่นๆ ตามที่ได้รับมอบหมาย
    คุณสมบัติ:
    • จบการศึกษาระดับปริญญาตรีขึ้นไป ในด้านคอมพิวเตอร์หรือที่เกี่ยวข้อง
    • มีประสบการณ์ในการออกแบบ วิเคราะห์หรือตรวจสอบข้อมูลสารสนเทศ รวมทั้งการใช้เครื่องมือที่เกี่ยวข้อง เช่น ACL, IDEA, PowerBI ฯลฯ และการเขียน SQL: 3-10 ปี [สำหรับ Team Member (Manager/Senior Manager] และ 10 ปีขึ้นไป [สำหรับ Team In-charge (AVP/VP) โดยมีประสบการณ์ในการดูแลและนำทีมฯ อย่างน้อย 3 ปี]
    • หากมีประสบการณ์ในกลุ่มธุรกิจการเงิน การธนาคาร เช่าซื้อหรือหลักทรัพย์ และ/หรือเคยทำงานตรวจสอบ จะได้รับการพิจารณาเป็นพิเศษ
    • มีทักษะพื้นฐานค่อนข้างดีในการใช้คอมพิวเตอร์ (เช่น Word Excel PowerPoint) และภาษาอังกฤษ (อ่านและเขียน)
    • Self-motivated, proactive, able to work either independently or as part of a team, and willing to learn IT Audit function
     
    Phatra offers career development, and is committed to developing each employee to
    fulfill his/her potential.   Successful candidates can look forward to competitive remuneration package, fringe benefits and exciting career prospects. 
     
    Apply Now
  • Research Analyst in Wealth Management Research (CIO Office)
     
    Job Responsibilities:
     
    ·         Follow and analyze developments in the global economic outlook and capital markets—both in terms of sectors and geographic regions. Form with investment views and make recommendations to private clients.
    ·         Analyze and make recommendations on foreign investment funds and other investment products.
    ·          Contribute to investment idea generation and research publications
     
    Qualifications:
     
    • Thai national with Master’s degree in business, finance, economics or related fields
    • At least a few years of related experience, preferably in foreign investment research or fund management
    • Strong understanding of investment concepts, asset pricing, financial statement analysis and equity analysis
    • Experience in financial modeling and asset allocation framework is preferred
    • Strong  communication skills (spoken and written)
    • Self-Development
    • Good command of English
    • Must be able to perform well under pressure
    • Must be resourceful, energetic, pro-active and eager to learn
     
    Phatra offers career development, and is committed to developing each employee to
    fulfill his/her potential.   Successful candidates can look forward to competitive remuneration package, fringe benefits and exciting career prospects. 
     
     

    Apply Now
  • External Relationship Manager in Wealth Management

    External Relationship Manager in Wealth Management

    ลักษณะงาน:

    แนะนำผู้ที่สนใจให้รู้จักบริการและผลิตภัณฑ์ต่างๆ ของ บริษัทหลักทรัพย์ ภัทร จำกัด (มหาชน) (บล.ภัทร)

    แนะนำลูกค้าให้มาเปิดบัญชีซื้อขายหลักทรัพย์กับบล.ภัทร

    ให้คำแนะนำผลิตภัณฑ์ทางการเงินแก่ลูกค้า และ การลงทุนในกองทุนรวม

    ติดต่อ พบปะลูกค้า เพื่อนำเสนอแผนการลงทุนที่เหมาะสม

    คุณสมบัติ :

    1. เป็นผู้ที่ได้รับอนุญาตเป็น ผู้แนะนำการลงทุนตราสารซับซ้อนประเภท 1 หรือ 2 (Investment Consultant Complex 1 or 2 (IC Complex 1 or 2))” และ รักษาสถานภาพเป็นผู้แนะนำการลงทุนตามหลักเกณฑ์ของสำนักงานคณะกรรมการกำกับหลักทรัพย์และตลาดหลักทรัพย์ (SEC)
    2. ไม่เป็น พนักงานประจำของหน่วยงานดังต่อไปนี้

    ธนาคารพาณิชย์/บริษัทหลักทรัพย์/บริษัทหลักทรัพย์จัดการกองทุน

    บริษัทตัวแทนสัญญาซื้อขายล่วงหน้า / บริษัทประกันภัย / บริษัทประกันชีวิต

    1. ต้องไม่เป็นตัวแทนผู้จัดหาลูกค้าให้กับหน่วยงานในข้อ 2
    2. สนใจเรื่องการลงทุน ติดตามข่าวสารด้านการลงทุนสม่ำเสมอ
    3. มีความสามารถในการสื่อสาร และ มีใจรักในงานบริการ
    4. หากมีฐานลูกค้าซึ่งเป็นกลุ่มเป้าหมายของบล.ภัทร จะได้รับการพิจารณาเป็นกรณีพิเศษ
    5. สัญชาติไทย

    Benefit :

    ค่าตอบแทน (commission)

    ข้อมูลข่าวสารการลงทุน และ บทวิเคราะห์จาก PWM Research

    ร่วมการฝึกอบรม / งานสัมมนาที่เกี่ยวข้อง ที่จัดโดย บล.ภัทร

    หลักฐานการสมัคร

    ประวัติการทำงาน

    รูปถ่ายขนาด 1 นิ้ว จำนวน 1 รูป

    สำเนาบัตรประชาชน / สำเนาทะเบียนบ้าน / สำเนาวุฒิการศึกษา

    สำเนาใบอนุญาตเป็นผู้แนะนำการลงทุนตราสารซับซ้อนประเภท 1 หรือ 2 (Investment Consultant Complex 1 or 2 (IC Complex 1 or 2))

    Apply Now
  • Fund Accounting in Phatra Asset Management

    Responsibilities:

    ·         To ensure correctness of fund accounting, financial statement and NAV.

    ·         To ensure on-time and correctness of client payment and bank reconciliation.

    ·         To provide SEC, AIMC, BOT and other related person with accurate information in timely manner.

    ·         Coordinate with trustee and auditor in completing all necessary fund accounting works Improve process efficiency for fund accounting.

     

    Qualifications:

    ·         Thai nationality

    ·         Bachelor’s degree in Finance, Accounting, Economics or related field

    ·         Minimum 2 years in Mutual fund is preferred.

    ·         Pleasant personality with service-minded and good team player

    ·         Good command of written and spoken English

     

    ·         Knowledge of PC and Microsoft applications (Word, Excel and Power Point)

    Apply Now
  • Junior Settlement Officer for Mutual Fund in Operation Department

    Job Descriptions:

    ·         Responsible for handling Mutual Funds settlement transactions as selling agent of all asset management companies i.e. purchasing, redemption, transfer and switching unit funds.

    ·         Responsible for any regulatory report/request re. unit funds, audit request, client request for asset outstanding confirmation.

    ·         Responsible for handling new business product, new project relating to Private Client operations.

     

    Qualifications:

    ·         Thai national with Bachelor or Master’s degree in Economics, Accounting, Finance or any business field.

    ·         1 - 5 years of working experience in the securities company or any financial related area

    ·         Good command of written and spoken English.

    ·         Knowledge of PC and Microsoft application (Word, Excel, Outlook and PowerPoint).

    ·         Must be able to perform well under pressure.

    ·         Strong analytical skillsrational thinking with excellent interpersonal skills.

    ·         High self motivation to achieve responsible duty

    ·         Pleasant personality with service minded, energetic, enthusiastic and a good team player.

     

    ·         Possess Single License is an advantage.

    Apply Now
  • Senior System Analyst in Technology

    We are looking for Technology leading professional to drive firm’s change and strategic IT project.

    The role is financial IT enabler to blend technology and financial knowledge to make a sustainable

    company’s competitive advantage.

     

    Responsibilities:

    -          Gathers and analyzes software requirement to efficiently address business needs

    -          Provides team and user with technical recommendation and procedural design

    -          Liaison between user, operation team, other support area, IT vendor to provide superior customer service

    -          Develops functional specifications and system design specifications for user engagements

    -          Responsible for the application design, application development that meets system standards from beginning to end

    -          Co-operates and facilitates team and related participant interaction

     

    Qualifications:

    -          Significant Financial Services Industry experience(3-5 Years in Securities Brokerage & Asset Management preferred)

    -          Strong knowledge of financial product such as Equity, Derivative, Mutual Fund, Stock lending and borrowing, etc.

    -          Specific skill of brokerage operational process, clearing and settlement, risk and internal control, regulatory

    -          Ability to participate and share knowledge for Business process re-engineering, Process control review and design, Lean

    -          Male/Female, Bachelor or higher degree in Computer Science or related field, Ages not over 40 years

    -          Strong background in the following technologies: C#, .NET, MSSQL, Web application, Data Modeling, RDBMS and Data Warehouse

     

    Skill and Competencies:

    -          Self-motivated, ambitious and quickly absorb

    -          Problem solver

    -          Strong analytical and organizational skills

    -          Work independently and effectively as part of a team

    -          Handling multiple tasks and responsibilities in a dynamic environment

    -          Excellent verbal and written communication skills

    Apply Now
  • Administrative Officer in Wealth Management

    Job Description

    •  เปิดบัญชีภัทร ตรวจสอบเอกสารและส่งให้ Phatra
    • เปิดบัญชีกองทุน(กรณีเปิดพร้อมซื้อ) : คีย์เปิดบัญชีในระบบ และประสานงานกับ Operation
    • โอนกองทุน : ตรวจสอบ Unit Holder  เปิดบัญชีบลจ.ในระบบMFETและส่งเอกสารให้ Operation
    • ขอเปลี่ยนแปลงข้อมูลในระบบภัทรและบลจ.ต่างๆ ตรวจสอบและส่งเอกสารให้ Operation
    •  ขอออกใบ Confirmation และ Fund Book กองทุน 
    • ฝากหลักทรัพย์เข้าพอร์ต แก้ไขข้อมูลบัญชีรับผลตอบแทนกับนายทะเบียน และขอออกใบหลักทรัพย์ชั่วคราว : Key in เข้าระบบชั่วคราวและส่งเอกสารให้ Operation
    • Order(Type: front) :กรอกเอกสารตามรายละเอียดที่ใน MFET 
    • ดึงข้อมูลกองทุนที่จะครบกำหนด
    • ส่งเอกสารสมัคร Online Trading 
    • ติดต่อประสานงานกับ Operation

     

    คุณสมบัติของผู้สมัคร

     

    • การศึกษาระดับปริญญาตรี (ทางการเงิน จะได้รับการพิจารณาเป็นพิเศษ)
    • มีใบอนุญาตแนะนำผู้ลงทุนหรือสามารถสอบใบอนุญาต (จะได้รับการพิจารณาเป็นพิเศษ)
    • มีความมุ่งมั่น, กระตือรือร้น, ขยันอดทน และสามารถทำงานภายใต้เวลาที่จำกัด
    • มีบุคลิกภาพที่ดี มีใจรักการบริการและสามารถทำงานเป็นทีม
    • รู้จักการวางแผนที่ดี, มีความละเอียดรอบคอบ, ชอบแก้ปัญหา, เรียนรู้ได้อย่างรวดเร็ว, มีมนุษยสัมพันธ์,  กล้าแสดงออก, เข้ากับผู้อื่นได้ง่าย, มีวุฒิภาวะ  
    • มีความสามารถในพูดและเขียนภาษาอังกฤษดี
    • มีความรู้ทางคอมพิวเตอร์และสามารถใช้โปรแกรมไมโครซอฟท์ 
    Apply Now
  • SECRETARY in Corporate Finance

    Responsibilities :

    •  Responsible for carrying out the secretarial duties including routine business works
    •  Handle correspondence independently and organize filing systems
    • Others functions to be assigned by supervisors

    Qualifications :

     

    • Female, Thai national.
    • Bachelor’s degree in English, secretarial or other related fields (knowledge of Capital Market and finance is an advantage)
    • 2-3 years working experience in secretarial duties
    • New graduated are welcome.
    •   Fluent in both spoken and written English
    • Bilingual correspondence & translation : English - Thai 
    •  Knowledge of PC and Microsoft applications (Word, Excel and Power Point)
    • Pleasant personality with service-minded
    Apply Now
  • Client Service Assistants in Private Wealth Management

    Assist financial consultants in providing services pertaining for High Net Worth Clients who have investment assets for more than 30 million baht, investing in fixed income, stocks, alternatives and etc.

     

    Responsibilities:

    • Preparing, processing and completing all documents for new account opening in each product and all requests for existing clients regarding information change.
    • Processing the document related the executed transactions for all products.
    • Preparing documents for client presentation.
    • Taking, executing and confirming orders.
    • Responding to client regarding Phatra investment theme.
    • Accompany Financial Consultant when meet client.
    • Assisting Financial Consultant in servicing and analyzing financial products for clients.

     

    Qualifications:

    • Thai nationality
    • Bachelor’s degree in Finance, Accounting, Economics or related field
    • New graduated are welcome
    • Ambitious, energetic, hardworking and able to work under time constraint
    • Willing to work in this position for at least 2.5-3 years
    • Preferred if posses Single License or able to acquire one in due course
    • Pleasant personality with service-minded and good team player
    • Well organize, neat, problem solver, fast learning, interpersonal skill, presentable, out-going, and mature
    • Good command of written and spoken English
    • Knowledge of PC and Microsoft applications (Word, Excel and Power Point)
    Apply Now
  • Financial Consultant in Private Wealth Management

    Private Wealth Management (PWM) has become one of the fastest-growing careers in the global financial industry due to increasing number of high net worth population and hence demands for the service. Phatra Securities is a leading onshore wealth manager with total client asset under our advisory of over 175 billion baht.  We serve high net worth individuals with minimum investable asset of 30 million baht under PhatraWealth brand.

    Our team of Financial Consultants provides customized wealth management service to our clients who benefit from our expertise in investment management and a superior wealth management platform.  Responsibilities of Financial Consultant include:

    • Develop and manage relationships with high net-worth individuals and family groups with minimum financial asset of 30 million baht (each)
    • Provide customized wealth management solution through asset allocation strategy, giving clients access to variety of investment products covering all asset classes including cash, bonds, stocks and alternatives.

     

    Qualifications:

    • High caliber MBA / Financial Engineering graduates with 3 - 5 years’ experience in the Thai capital market. 
    • Highly knowledgeable about financial services and products 
    • A high net-worth client base or network is strongly preferred 
    • Highly developed relationship management skills 
    • Demonstrated success in meeting business targets 
    • Excellent communication and interpersonal skills 
    • Mature and self-confident
    Apply Now