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ตำแหน่งงาน

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.


  • Data Engineer in Wealth Management

     

     Job Summary:

     

    Wealth Management has become one of the fastest-growing areas in the global financial industry due to the increasing number of high net worth population and hence demands for the service. Phatra Securities is a leading onshore wealth manager with a total clients’ asset under advisory of over 500 billion baht. We serve our high net worth and institutional clients under PhatraWealth brand.
     
    Data Engineer is part of the Data Analytics team in Investment Solutions Team. Data Analytics team provides expertise in data to better serve client needs (e.g. client segment, evaluation of service) and also provides tools and solutions to support business needs and growth. Responsibilities of Data Engineer include:
     
    • Create and maintain optimal data architecture
    • Work across departments to gather and understand data
    • Prepare data for predictive and prescriptive modeling
    • Identify, design and implement internal process to improve data reliability, efficiency, and quality (automating manual processes, optimizing data delivery, re-designing infrastructure for greater scalability, etc.)
    • Develop systems and tools to support new and fast-growing business
    • Extend new functionalities in the current systems to accommodate business needs
    Qualifications:
     
    • High caliber Bachelor's/Master’s degree in Computer Science, Computer Engineering or other related fields
    • Knowledge of programming and experience working with data and software development
    • Working knowledge with SQL, C#, Java, Python, Javascript, or HTML will be advantageous
    • Demonstrate strong problem solving skills
    • Good team-player
    • Self-motivation
    • Good communication and interpersonal skills 
    Apply Now
  • Investment Analyst in Wealth Management

     

    Job Summary:

     

    Wealth Management has become one of the fastest-growing areas in the global financial industry due to the increasing number of high net worth population and hence demands for the service. Phatra Securities is a leading onshore wealth manager with a total clients’ asset under advisory of over 500 billion baht. We serve our high net worth and institutional clients under PhatraWealth brand.

     

    Investment Analyst is part of the Investment Solutions Team. The team provides expertise in customized solutions for client investment across different asset classes and products for both onshore and offshore investment. The team’s coverage is divided among Investment Product Specialists who each covers an asset class namely Equity, Fixed Income, Foreign Exchange, Commodity, Alternative, and Derivative. The Investment Analysts primarily role is to assist Product Specialists and responsibilities include:

     

    • Support coverage of all aspects of the asset class business in the Wealth Management including product selection, product offering, sales, internal training, and external meetings with clients
    • Co-ordinate contacts with both onshore and offshore asset managers
    • Assist in producing sales note on derivative product trading ideas
    • Assist the Wealth Management’s Investment Committee to select investment ideas and products to offer to our clients
    • Support clients’ customization solutions
    • Support monitoring and analyzing of product market landscape

     

    Qualifications:

     

    • High caliber Bachelor's degree in Economics, Finance, or a related field
    • 2+ years of relevant experience in the financial industry
    • Knowledgeable about financial services and financial products
    • Demonstrate strong organizational and co-ordination skills
    • Ability to adapt quickly and successfully in a dynamic business environment
    • Excellent communication and interpersonal skills
    • Mature and self-confident
    Apply Now
  • Investment Product Specialist in Wealth Management

    Job Summary:

     

    Wealth Management has become one of the fastest-growing areas in the global financial industry due to the increasing number of high net worth population and hence demands for the service. Phatra Securities is a leading onshore wealth manager with a total clients’ asset under advisory of over 500 billion baht. We serve our high net worth and institutional clients under PhatraWealth brand.

     

    Investment Product Specialist is part of the Investment Solutions Team. The team provides expertise in customized solutions for client investment across different asset classes and products for both onshore and offshore investment. The team’s coverage is divided among Investment Product Specialists who each covers an asset class namely Equity, Fixed Income, Foreign Exchange, Commodity, Alternative, and Derivative. Responsibilities of each Investment Product Specialist include:

     

    • Oversee and responsible for all aspects of the asset class business in the Wealth Management including product selection, product offering, sales, internal training, and external meetings with clients
    • Serve as the primary point of contact for both onshore and offshore asset managers
    • Produce sales note on product recommendation on both strategic and tactical ideas
    • Collaborate with the Wealth Management’s Investment Committee to select investment ideas and products to offer to our clients
    • Source products to serve client investment solutions
    • Monitor and analyze market landscape

    Qualifications:

     

    • High caliber Bachelor's/Master’s degree in Economics, Finance, or a related field
    • 5+ years of relevant experience in the financial industry
    • Highly knowledgeable about financial services and financial products
    • Experience in global asset management business is a plus but not required
    • Demonstrate strong organizational and co-ordination skills
    • Demonstrated success in meeting business targets
    • Ability to adapt quickly and successfully in a dynamic business environment
    • Excellent communication and interpersonal skills

    Mature and self-confident

    Apply Now
  • Investment Solution Consultant in Wealth Management
     Job Summary:
     
    Wealth Management has become one of the fastest-growing areas in the global financial industry due to the increasing number of high net worth population and hence demands for the service. Phatra Securities is a leading onshore wealth manager with a total clients’ asset under advisory of over 500 billion baht. We serve our high net worth and institutional clients under PhatraWealth brand.
     
    Investment Solution Consultant is part of the Investment Solutions Team. The team provides expertise in customized solutions for client investment across different asset classes and products for both onshore and offshore investment. Responsibilities of Investment Consultant include:
     
    • Provide investment solutions to clients across all asset classes including customized solutions
    • Collaborate closely with the Financial Consultant to develop and maintain relationship with major clients
    • Collaborate with the Wealth Management’s Investment Committee to select investment ideas and products to offer to our clients
    • Monitor and analyze general investment solutions market landscape
     
    Qualifications:
     
    • High caliber Bachelor's/Master’s degree in Economics, Finance, or a related field
    • 5+ years of relevant experience in the financial industry
    • Highly knowledgeable about financial services and products
    • Experience in the global offshore private banks is highly preferred
    •  Demonstrated success in meeting business targets
    • Highly developed relationship management skills
    • Excellent communication and interpersonal skills
    • Mature and self-confident
    • Pleasant personality with service-minded and good team player
    Apply Now
  • Senior System Analyst for Front Office

     

    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)

    ·         Strong knowledge of financial product such as Equity, Derivative, Derivative warrant, Block trade etc.

    ·         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 33 years

    ·         Experience or background in the following technologies: Trading system, Market Making, Algorithm trading, Micro service architecture etc.

     

    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
  • Investment Analyst in Phatra Asset Management

     

    This job has direct responsibility for analyzing the economic, market condition, industry, individual security and any related issue in order to provide recommendation to the fund managers for further use in making investment decision.

     

    Main duties and responsibilities include:
     
    •         Performing all necessary investment analysis pertinent to economics, equity, fixed-income (credit analysis), property fund and real estate investment trust (REIT), and general investment conditions. The scope of research work includes, but not limited to, conducting regular company/management visit/interview, performing financial/business analysis, and attending investment forums/seminars.
    •         Providing timely research update & recommendation to portfolio managers. Strong analytical skills both quantitative and qualitative.
    •         Maintaining research database and ensuring good record keeping of all supporting information for the related investment decision making.
    •         Looking for new investment ideas and providing research & analysis on new investments.
    •         Providing assistance in making presentation when necessary and other research-related administrative issues.
     
    Qualifications:
     
    •         Bachelor’s degree or above with outstanding academic record in Finance, Accounting, Economic, or the related fields./ The relevant experiences would be advantageous
    •         New graduated are welcome
    •         Excellent written and spoken English as well as presentation skills
    •         Strong analytical skills both quantitative and qualitative
    •         Energetic, enthusiastic and 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
  • 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
  • Financial Consultant in 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
  • Investment Advisor in Wealth Management

    Wealth management service for private clients is now one of the fastest-growing careers in the global financial industry due to increasing number of mass affluent and high net worth (HNW) population and hence demands for the service. Phatra Securities has long been regarded as the leading wealth manager for HNW investors with total client asset under our advisory of over 175 billion baht.  Recently, we have been named Thailand’s Best Private Bank 2012 by FinanceAsia.

    To extend our expertise and rich resources to capture more business in another segment, we are now recruiting a team of Investment Advisor (IA) for Mass Affluent investors, those with liquid investable asset more than 2 million baht.

    Investment Advisor is responsible to provide wealth management service to targeted clients who would benefit from our expertise in investment management and a superior wealth management platform.  Responsibilities of Investment Advisor include:

    • Develop and manage relationships with individuals with minimum liquid investable asset of 2 million baht or more
    • Provide 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:

    • Master degree with minimum of 2-year experience in the capital market.
    • Highly knowledgeable about financial services and products
    • Highly developed relationship management skills
    • Demonstrated success in meeting business targets
    • Excellent communication and interpersonal skills
    • Mature and self-confident
    •  
    Apply Now