Investment Specialist
บริษัท หลักทรัพย์ที่ปรึกษาการลงทุน โรโบเวลธ์ จำกัด- Provide investment information.
- Monitor investment performance and provide regular updates to clients
- Write weekly reports and daily notes on global markets.
- Participate in fund conference calls and investment seminars to analyze product recommendations and provide product solutions for the team.
- Collaborate closely with the investment strategist in asset allocation recommendations to provide and recommend investment opportunities on a timely basis.
- Collaborate closely with the investment advisors to assess client’s risk profiles to provide information and supporting documents.
- 2 – 4 years of experience.
- Understanding of investment products especially in mutual fund.
- Analytical mind with good problem-solving skills.
- Good command of spoken and written English.
- Good writing and presentation skills.
- Familiar with Bloomberg.
- Having good service mind.
- A holder of CFA/CFP or currently the candidate would be an advantage.
- Annual Health check-up
- Annual Influenza vaccination
- Birth-Day Leave
- Fitness & Health Sponsorship
- กองทุนสำรองเลี้ยงชีพ
- การฝึกอบรมและพัฒนาพนักงาน
- ทำงานสัปดาห์ละ 5 วัน
- ประกันสังคม
- ประกันสุขภาพ
- โบนัสตามผลงาน/ผลประกอบการ