Company Group
ติดต่อเรา เปิดบัญชีกองทุน

ร่วมงานกับเรา

บลจ. เอ็กซ์สปริง เปิดรับนักวางแผนการลงทุนอิสระ (Financial Advisor)

• สามารถแนะนำผลิตภัณฑ์กองทุนรวมได้ 17 บลจ.
• มี IC License
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Responsibilities
• To manage / monitor of funds comprising of mutual funds, provident funds, as well as high net worth individuals and insurance funds.
• To manage, evaluate, and monitor investment portfolios of these funds which form an integral part of the investment process thus ensuring superior risk-adjusted return of investments and effective portfolio diversification.
• To formulate strategies and advise the clients on any equity investment related matters to maximize the portfolio return and overall yield.
• To construct portfolio model and investment strategy for equity investment, consistent with goals established for all funds under management.
• To continuously enhance and develop the equity investment model via thorough research to optimize the Investment return and capitalize on any investment opportunities for the benefit of the client.
• To Initiate stock ideas and communicate them to the team members i.e., all portfolio managers, research analysts and CIO.
• To collaborate with central dealer to ensure efficient trade execution with the view of securing better transaction prices than market average.
• As a member of the Investment Committee (IC), to participate in and adhere to decisions taken at IC meetings.

Qualifications
• Bachelor’s degree or above with major in Engineer, Finance, Economics, Business Administration, or related.
• At least 2-3 years’ experience in Fund Manager, preferably in financial industry
• Knowledge of an Asset Management Company will be an advantage.
• Good analytical skill, interpersonal and communication skills with logical thinking and presentation skills
• Proficiency in English and Microsoft office.
• Having a CFA and FM License is preferable.
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