รับสมัคร Investor Relations Associate/ Manager

Siam Validus

หมวดหมู่ งานที่ปรึกษาการเงินลูกค้าองค์กร

จำนวนที่รับ 1 อัตรา

ลักษณะงาน

Job Description • Serve as the first point of contact of the team to incumbent and prospective HNW and Institutional Investor • Oversee business development and investor sales from end to end o Grow and foster our investor client base by working both independently and with team members, to direct new client prospecting and develop lead generation and client acquisition strategies o Drive the usage of technology and interact across Siam Validus teams to continuously enhance processes o Manage conversion and liaise with back-office teams for onboarding of new clients • Guide ongoing servicing efforts for existing clients, including but not limited to: o Performance and investment portfolio updates o Company updates and frequent engagement to understand client investment needs or concerns o Outreach to inform clients of new investment opportunities, with a strong knowledge of the Siam Validus product suite o Adhere to SEC and Siam Validus standards, upholding the highest quality of servicing to ensure a top-class client experience • Manage and enhance the investor portfolio dashboards both for client holding reporting needs and for aggregate portfolio analytics and review • Further enhance performance tracking and signals management

คุณสมบัติผู้สมัคร

• Bachelor’s degree or higher in Finance, Accounting, Business Administration, Economics or related field • 2+ years of experience in front-office roles with a focus on investments/client management, preferably in a private bank or fund setting • Strong knowledge of investment products • Effective team player with good interpersonal and communication skills, able to pick up on non-core focus concepts and work across teams to achieve goals effectively • Able to independently handle communications with institutional client representatives

เงินเดือน/ค่าตอบแทน

- ตามความสามารถผู้สมัคร

สวัสดิการ

จำนวนวันและเวลาทำงาน

5 วัน/สัปดาห์09:00 - 18:00 น.