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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.


  • Private Fund Sales Support in Phatra Asset Management

    Job Descriptions:

    • Working with Financial Consultants of Private Fund’s distributors to ensure proper accounting opening procedures and documentation including presentations proposing an approach to a potential client
    • Providing account information to Financial Consultants and maintaining Financial Consultants relationships
    • Proactively resolving clients’ issues and concerns
    • Learning the business and products in order to assist Fund Managers
    • Clerical duties such as handling telephones, mailing, filing and processing forms
    • Taking and placing customer orders for opening account, cash withdrawal, cash injection, closing account and any activities related to private funds
    • Participating in ongoing platform reviews and design initiatives for private fund processing

     

    Qualifications:

     

    • Age between 25 – 30 years
    • Bachelor or Master degree in Finance, Accounting, Economics or related field
    • Preferred if possess Single License or able to acquire one in due course
    • Good communication in Thai and English is preferred
    • Microsoft Office skill
    • Mature, team oriented and self-confident
    • Excellent communication and interpersonal skills
    Apply Now
  • Hedge Fund Business Manager in Hedge Fund Department

    Responsibilities:

    • Assist in developing and maintaining business such as gathering information in the development of global asset management and hedge fund, monitoring financial product offerings in Thailand, implementing new products, tracking business progress, etc. 
    • Oversee department’s external and internal projects
    • Prepare and execute sales and marketing plans
    • Serve as a primary point of contact with other departments within Kiatnakin-Phatra Financial Group on issues related to the business

     

    Qualifications:

     

    • Bachelor's/Master’s degree in Accounting, Business, Economics, Finance, or a related field
    • 3+ years of relevant experience in the Accounting, Consulting, Finance, and Investment Banking industry, or a related field
    • High energy and self-motivated with strong decision making skills and the ability to take initiative
    • Ability to adapt quickly and successfully in a dynamic business environment
    • Ability to work collaboratively with many parties
    • Communicates well verbally and in writing in both Thai and English
    • Strong analytical experience and knowledge of Microsoft office suite
    Apply Now
  • Hedge Fund Operation Manager in Hedge Fund Department

    Responsibilities:

    • Responsible for all aspects of business operations such as daily reconciliations of trade, cash balances, payables, receivables, investment positions, and monthly, quarterly, and annual reports
    • Serve as the primary point of contact and manage relationships with service providers including prime broker, fund administrator, financial statement provider, and auditor
    • Perform office manager function to support relevant business works of the team such as organize team documents, data/news gathering to support investment analysis, etc.

     

    Qualifications:

     

    • Bachelor's/Master’s degree in Accounting, Economics, Finance, or a related field
    • 3+ years of relevant experience in the Accounting and Finance industry, or a related field
    • Demonstrate a strong understanding of operations, securities lending, and margin financing
    • Communicates well verbally and in writing in both Thai and English
    • Self-motivated with strong decision making skills and the ability to take initiative
    • Ability to adapt quickly and successfully in a dynamic business environment
    • Strong analytical experience and knowledge of Microsoft office suite
    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 Kiatnakin-Phatra Financial Markets Department

    Job Summary:

    Kiatnakin-Phatra Financial Markets Department is responsible for trading and investment across market instruments including bonds, foreign currencies, and related derivatives. Our roles also focus on being intermediaries in developing and offering related financial products to our client base, ranging from financial institutions, corporate to high net-worth individuals.

    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.

     

    Responsibilities:

     

    ·         Responsible for carrying out the secretarial duties including routine business works

    ·         Handle correspondence independently and organize filing systems

    ·         Capable of organizing client events and seminars

    ·         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

    ·         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
  • Internal Control in Wealth Management

    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 

    Apply Now
  • Research Assistant

    Responsibilities :

    §  Provide data support for investment research and analysis.

    §  Provide detailed information on market conditions and ad-hoc data analytical support, responding to queries from analysts and clients.

    §  Enhance data collection procedure and create and maintain data documentation that allows the data to be understood and leveraged for additional use and facilitate data integration, data conformity and data integrity. Ensure that existing data is reused whenever possible.

    §  Perform data collection, manipulation and analysis using Microsoft Excel, Bloomberg etc.

    §  Assist the research team on organizing research publications.

    §  Work with analysts and sales teams to provide service to the clients

    Qualifications :

    §  Bachelor’s degree or higher in related fields with knowledge of investment, economics and capital market

    §  Strong quantitative skills and expertise in using PC and Microsoft office, specifically MS Excel, Access, and Powerpoint with ability to quickly learn new platforms. Ability (or willingness to learn) to code VBA, database connection, R, Matlab, Python is preferable.

    §  Above-average oral and written communication skills.

    §  Self-motivated, innovative, hardworking individual, who can handle changing priorities and multiple tasks. 

     

    §  Must be a customer service oriented, enthusiastic, team-player eager to assist colleagues and members of the department at all levels and professional working environment.

    Apply Now
  • Financial analysis and solution delivery in Technology

    Job Responsibilities

    • Defines application problem by conferring with clients; evaluating procedures and processes.
    • Analyze problem / request and prepare business requirement documents.
    • Work with all stakeholders to design conceptual solution and create technical specification.
    • Prepare user manual, test scripts, and perform functional testing.
    • Analyzing financial strategy and trading platform (Market Making, Direct Market Access and algorithm trading).
    • Providing Support to end-users (Institutional trading, proprietary trading, Hedge fund and Private wealth management)
    • Be the finance business partner to serve new business ideas, financial tools and helping them to become an effective trader.

     

     

    Qualifications:

    ·         High caliber Bachelor degree in Computer Science or related filed and post degree in MBA, Economics, Finance or related fields.

    ·         1-3 years experiences in technology or financial institution.

    ·         Knowledge of Equity and Derivative markets and algorithm trading (preferred).

    ·         Self-motivated with the ability to prioritize, meet deadlines, and manage changing priorities.

    ·         Very good command of spoken and written English.

    ·         Strong analytical and problem solving skills.

    ·         Excellent communication and interpersonal skills.

    ·         Ability to multi-task and work under pressure.

    ·         Experience in using automate testing tools is a plus.

     

    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 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)

     

    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
  • Product Manager in Wealth Management

    Responsibilities:

    • Procure Product

    -          Coordinate with producers/suppliers to pack product which suit for clients

    -          Coordinate with research team to screen products and come up with marketing strategies

    -          Provide market analysis and movement

    • Works with other departments to establish and design Sales kit materials to promote a specific product
    • Researches and monitors existing client base and industry developments and identifies potential new product opportunities.
    • Maintain competitive analysis and industry trends on existing products. Stay up-to-date trends in the marketplace to ensure the product's competitive position.
    • Develop the procedure/educate all marketing people
    • Prepare and provide Ad-hoc reporting and analysis metrics and reporting for product management

     

    Qualifications:

     

    • High caliber graduates from a top university
    • Minimum 2-3 years experiences in Investment Banking, Private Wealth Management, Asset Management and other Financial Product
    • Proficiency in Microsoft Offices (Expertise in Excel and Access preferred)
    • Highly developed relationship management skills
    • Demonstrated success in meeting business targets
    • Excellent communication and interpersonal skills
    • Mature and self-confident
    Apply Now
  • Junior Accounting Officer

    Responsibilities:

    §  Prepare accounting entry for the Company’s businesses

    §  Assist to record and control expenses of the Company

    §  Assist team to develop/ set up accounting procedures for the Company’s new business

    §  Assist to collect and analyze data in necessary functions to support the business

     

    Qualifications:

    §  Thai national with Bachelor’s degree in accounting

    §  Age not over 30 years old.

    §  Preferably 1-2 years working experience in financial related area

    §  New graduated are welcome

    §  Knowledge of PC and Microsoft application (Word, Excel and PowerPoint)

    §  Good command of written and spoken English

     

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

    Apply Now
  • Quantitative Developer in Investment & Trading Group

    Phatra Securities engages in the Capital Market Business within the Kiatnakin-Phatra Financial Group (KKP). Investment Trading Group at Phatra Securities is a leading proprietary trading business in Thailand. We manage investment over 10 billion baht. Our investment strategies are systematic/quantitative for both onshore- and offshore-equities and ranges for a short-term to medium-term trading horizons. In addition, we are pioneer issuers of various financial products ranging from basic instruments to complex derivatives.

     

    As we are expanding the Principal Investment Group, we are recruiting a Quantitative Developer in the Principal Financial Analytics Department (PFA). PFA is a business partner within the Investment Trading Group that develops and maintains all internal system and platforms including algorithmic trading programs, quantitative trading platform, and financial product pricing and operation platform.

    Benefits

    Job Responsibilities

    • Develop and maintain system to assist Equity Trading Group business
    • Analyze and design system using new technology in order to support business growth

     

    Qualifications:

    ·         Thai national

    ·         High caliber Bachelor’s degree or above graduates in computer science, computer engineering or related fields

    ·         Proficiency in C# or Java

    ·         Proficiency in SQL

    ·         Understanding of OOP concepts

    ·         Experience using DBMS e.g. SQL Server

    ·         Experience using Excel Macro and VBA is a plus

    ·         Experience in web application development e.g. ASP.NET

    ·         Understanding of MVC concepts in web application development

    ·         Experience in writing HTML, CSS, Javascript, jQuery

    ·         Experience using Version Control System e.g. Git, SVN, CVS

    ·         Good communication skills

     

     

    Apply Now
  • Client Associate in Financial Solution Center

    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.
    • Taking, executing and confirming orders. 
    • Acquire new clients including contributing constructive ideas to enhance investment tools and features in PhatraEdge to better serve clients’ needs

    Qualifications :

    • Thai nationality

      Age not over 30 years old

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

    • New graduated are welcome

    • Possess Single License or able to acquire one in due course

    • Comfortable with computer and Internet technology

    • Good command of written and spoken English

    • Adhere to high standard of ethical and professional working environment

     

      Pleasant personality with service-minded and good team player

    Apply Now
  • Business Analyst (Online Channel) in Wealth Management

    Responsibilities:

       • Coordinate development and enhancement on digital channels to deliver best in Wealth Management client experience for investment products and uplift online usage

       • Analysis pattern of usages of Wealth Management Clients

       • Participate in systems implementation projects plan, prioritize and deliver systems enhancements

     

    Qualifications:

       • Thai nationality

       • Bachelor’s degree or above graduates in finance, computer engineering or related field.

       • New graduated or few years in related experience in IT or securities business is a plus.

       • Organized, detail-oriented and good analytical skill

       • Knowledgeable in programming skills.

       • Excellent communication and interpersonal skills.

     

       • Good command of written and spoken English

    Apply Now
  • Credit Analyst in Credit Advisory Department

    Job Descriptions:

    §  Perform credit analysis, financial modeling of corporate clients and update industry information affecting clients portfolio

    §  Providing credit opinions and update credit concern for wholesale investment banking group

    §  Prepare internal credit write-up and credit update on major credit development

    §  Work in a team to assist head of credit advisory department and senior analysts on providing credit recommendations and presentation

     

    Qualifications:

    §  Bachelor’s or Master’s degree in business, finance, economics or related fields

    §  At least 2-5 years of related experience, preferably in credit analysis

    §  Strong credit analytical skill, knowledge of industry and corporate credit

    §  Excellent in English both writing and speaking

    §  Strong interpersonal and communication skill

    §  Must be able to work under pressure and tight deadlines

     

    §  Self-Development

    Apply Now
  • Registrar Officer in Phatra Asset Management

    Job Descriptions:

    • Client Profile maintenance 
    • Subscription, Redemption, unit allocation and corporate action process 
    •  Cash Reconciliation and payment to unit holder
    • Process registrar report to unit holder, SET, SEC, AIMC and related entity

     

    Qualifications:

    ·         Bachelor or Master degree in Business Administration or related field

    ·         New graduate are welcome

    ·         Good communication skill

    ·         Microsoft Office skill

    ·         Strong passion for investing

    ·         Mature, team oriented and self-confident

     

    ·         Excellent communication and interpersonal skills

    Apply Now
  • Research Analyst (Foreign Investment and Commodities) in Wealth Management

    Job Descriptions:

    The Research Analyst in PWM Research is responsible for conducting research on investment products and giving investment recommendation to our clients through our research products and publications. This position will focus on research related equity mutual funds. A successful candidate is also expected to assist in analyzing and formulating Asset Allocation strategies. The Research Analyst will also work closely with financial consultants/sales to articulate our investment philosophy and recommendations to clients and prospects.


    At Phatra, we believe in providing the best possible services and recommendations to our clients. With our strong platforms, the candidate would be able to contribute to our fast growing businesses and giving quality recommendations to our clients. 

     

    Qualifications:

     

    • Thai national with Bachelor’s or Master’s degree in economics / business / finance or related fields
    • 2-3 years of experience in Capital Market are preferable
    • Strong analytical and quantitative skills. Good understanding of finance and investment theories. Ability to program would be a plus. 
    • Working knowledge of financial and economic information.
    • Excellent writing skills. Good command of English
    • Able to perform well under pressure. Resourceful, energetic, pro-active and eager to learn
    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
  • Investment Advisor in Personal Wealth Planning, Private Client Group

    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
  • System Analyst for Back Office in Technology

    Responsibilities: 

    • Gathers and analyzes software requirement to efficiently address business needs.
    • Provides team and user with technical recommendation and procedural design.
    • Liaison between Brokerage Operation team, other support area, IT vendor to provide superior customer sevice.
    • 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.
    • Provides UAT, training, application support and administration tasks for users operations.

    Qualifications:

    • At least 3 years experience in Web application development with C# and .NET and MS SQL 2008 or 2012 technology
    • Significant Financial Services Industry experience (3-5 yrs in Securities Brokerage & Asset Management Preferred), strong knowledge of financial products in equity and derivative market will be advantage 
    • Ages not over 40 years
    • Male/Female, Bachelor or higher degree in Computer Science, Information Technology, MIS or related field
    • Strong background in the following technologies: C#, .NET, MSSQL, MS Access, MS Excel and Macro Programming 
    • Good knowledge in Data Modeling, Database Design, RDBMS and Data Warehouse
    • At least 3-5 years fund accounting support experience is most preferable

    Skill and Competencies:

    • Quickly absorb and understands 
    • Work independently and effectively as part of a team
    • Handling multiple tasks and responsibilities in a dynamic environment
    • Strong problem analysis and Analytical thinking
    • Well organizational, time management and prioritization
    • Excellent verbal and written communication skills
    Apply Now