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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.


  • 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
  • Junior Product Management in Kiatnakin-Phatra Financial Markets Group
    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, corporates to high net-worth individuals.
    As a junior product management in Financial Markets Group role, you will be in charge of various responsibilities, including
    • Supporting the business and development of various related systems to facilitate and promote new product of Financial Markets such as foreign exchange (FX), fixed incomes, structured products, and financial derivatives.
    • To coordinate, follow up and support various projects as assigned by Head of Product Management and Business Support Department in Financial Markets Group
    • To support new product releases and control the existing products under both internal and external frameworks and guidelines.

    Qualifications
    • High caliber Master or Bachelor’s degree or above graduates in Finance & Accounting or Economics
    • 1 – 3 years of working experience in the Financial Markets or Banking business or Financial Industry
    • Have knowledge and understanding of various products in Financial Markets such as bond, FX, and derivatives.
    • Having knowledge and understanding of treasury system and workflow process for banking business as well as rules and regulations would be a plus.
    • Skills in project management
    • Excellent communication, interpersonal and analytical skills
    • Fluent written and spoken English as well as presentation skills
    • Ability to set priorities, as well as to handle multiple assignments simultaneously
    • Energetic and able to work independently
    Apply Now
  • Financial Engineering (Derivatives Product) in Equity Derivatives Trading Department

     

    Responsibilities

    • Develop pricing model for derivatives and structured products and collaborate with other teams in the process to launch new products
    • Design and develop trading sheet and volatility management tools to support daily hedging and marking-to-market for new structured products
    • Research and brainstorm with Risk Manager to set up or improve risk control limits for products
    • Offer product solutions and price structured products upon client's request
    • Give requirement, design test script and perform UAT on existing platform to support new structured products
    • Regularly update new product idea in the market , analyze the product and share with the team

     

    Qualifications

    • Master's degree or higher in a quantitative finance field (e.g. mathematical finance, computational finance, financial engineering)
    • Strong knowledge in derivatives modelling and programming skills (Python, VB.NET, or C#)
    • Relevant experience working with data and hands on experience in using technologies to analyze data is a plus
    • Strong analytical and problem solving skills
    • Commercial focus, team oriented, self-motivated, good communication skill, innovative idea
    Apply Now
  • Product Specialist in Phatra Asset Management

    Job Descriptions:

    • Work with portfolio managers to develop and communicate information about the products investment teams, process, and performance to private fund clients and a broad range of selling agents
    • Work closely with the team’s PMs to become deeply knowledgeable of each product. The Product   specialist team must have an intimate knowledge of the investment philosophy and process of each investment product supported. This would include a detailed understanding of current investment themes being represented within the portfolio, knowledge of all portfolio holdings, risk attributes of the strategy, past and current positioning of the portfolio, near-term outlook for the strategy and performance attribution. 

    •     Support distribution with training, large conferences, meeting support. Provide expertise and content to support distribution.

    •     Write and prepare investor updates for quarterly and monthly report

    Qualifications:

     

    • Bachelor's degree is required, MS/MBA/MFE is preferred. Preferred majors include: Finance , Financial engineering
    • 3-4 years of experience in the securities industry preferred
    • Demonstrated ability to identify selling point of assigned products
    • Excellent verbal and written communication and presentation skills, including experience presenting in front of groups
    • Communicates with thoroughness and clarity in an honest and transparent manner
    • Demonstrated ability to build professional relationships
    • Good organizational and interpersonal skills
    • Demonstrated ability to establish priorities, achieve goals, set and meet deadlines
    • An ability to work independently as well as part of a team
    • Flexible and responsive to change

     

    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
  • Internship in Research Department

    Intern Qualifications:
    • Interns must make a full-time commitment during the Internship Session
    • Training or demonstrated ability to learn language Python

    Education / Requirement:
    • Currently enrolled in and actively attending an accredited college or university as an undergraduate student with a declared major in Information Technology, Computer Science, Management Information Systems, or other relevant program.
    • Demonstrable experience in Python Programming (pandas, NumPy, SciPy)
    • Knowledge of operationalizing data sourcing/loading including automating/scheduling data ingestion

    Responsibilities:
    • Responsible for managing/maintaining data for multiple data set of research data.
    • Other duties as assigned.


    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
  • Internal Control in Wealth Management

    To carry out and support the financial trading activities, so as to co-operate with other related department such as Risk management, Operations.

    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 


    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
  • 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
    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
  • Client Onboarding in Operations Department
    Job Descriptions:
    ·        Handling all account Opening , setting up credit line , all type of trading accounts as well as close trading account for in house product  i.e. equity , SBL, TFEX, Debt, OTC trading etc.
    ·        Handling maintenance client profile both document part and system part.
    ·        Handling all account Opening for selling agent product i.e. Mutual fund (AMC - Asset Management Companies), Deposit bank Account or other product.
    ·        Co-ordinate with all parties who involve business with AMC or associated company
    ·        Check and control client’s information in the database that they are up-to-date and accuracy.
    ·        Other assignments work as the case may be.
     
    Qualifications:
     
    ·        Thai national with Bachelor or Master’s degree in Economics, Accounting, Finance or any business field.
    ·        1-2  years or more of experience in securities industry, background in custodian bank,
    ·        Good command of written and spoken English.
    ·        Strong analytical skills, rational thinking with excellent interpersonal skills.
    ·        Must be able to perform well under pressure.
    ·        Pleasant personality with service minded, energetic, enthusiastic and a good team player.
    ·        Knowledge of PC and Microsoft application (Word, Excel, Outlook and PowerPoint).
     
    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 Support Manager in Phatra Asset Management
    Fund Support Responsibilities and Duties include:
    •                    Account opening with foreign counterparts, e.g., banks
    •                    Seeking necessary approval from authorities with regards to foreign currency investment limit
    •                    Account opening with brokers both onshore and offshore
    •                    Preparing documents necessary for proxy voting
    •                    Follow company policies and procedures for smooth operations.
    •                    Any other works as required.
     
    Qualifications:
    •                    Thai nationality
    •                    Bachelor or Master Degree in Business Administration or related field
    •                    At least 3-5 years’ experience in the back office and operation area or background in Fund Administration, preferably in asset management, securities or banking industry
    •                    Ambitious, energetic, hardworking and able to work under time constrain
    •                    Pleasant personality with service-minded and good team player
    •                    Well organize, neat, problem solver, fast learning, and 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)
     
    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
  • Business Development Officer in Phatra Asset Management

    Job Descriptions:

    ·        Coordinate with related teams to create potential ideas, from investment and commercial perspective, for both mutual fund and private fund products.
    ·        Develop contents and presentation materials for selling agents and investors.
    ·        Recruit new selling agents, and provide supports, services, and training in relation to our funds 
    to selling agents on periodic basis and upon request.
    ·        Develop strong working relationship with selling agents to ensure that our new and existing products are successfully launched and promoted.
    ·        Complete assigned project deliverables focusing on mutual fund/private fund products and business development.
     
     
    Qualifications:
     
    ·        Bachelor’s degree in Finance, Accounting, Economics or related field.
    ·        Minimum 3 years in financial fields.
    ·        Knowledge in investment.
    ·        Strong analytical skills, ability to analyze information and creatively reach solutions
    ·        Ability to communicate to partner and collaborate across the organization and related parties 
          to meet required project deliverable dates.
    ·        Strong verbal and written communication skills.
    ·        Good command of spoken and written English.
    ·        Problem-Solving Skills: research, gather, arrange, summarize and evaluate data in    
          recommending solutions.
    ·        Support delivery of product training to relevant parties.
    ·        Microsoft Office, Excel, and PowerPoint skill.
     
    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
  • Data Management / Data Architect in Research Department

    Job Descriptions:

     Provide technical support in the research, experimentation, business analysis, and use of systems technology, including architecture, integration capabilities, and database management.
     Develop efficient ways of combining data from multiple systems to produce analysis.
     Designing processes to extract, transform, and load data into our database using SQL, stored procedures and other technologies.
     Maintain up to date procedures and process flows for validation and clean-up of data.
     Create interactive reports, analytical datasets, data visualizations, and dashboards in Tableau, Microsoft Excel, or other tools as needed.
     Devise and promote effective analytic models and creative data visualization to derive actionable intelligence.
     Participates in development activities to implement strategic Data Management capabilities
     
     
    Qualifications:
    • Bachelor’s degree or above graduates in Computer science, Computer engineering, Information Technology, or a related field
     Knowledge of programming language such as Python, VBA, Java
     Understand in database management system e.g. SQL Server
     Knowledge in web application development e.g. ASP.NET is a plus
     Knowledge of data analytics, data mining, data manipulation and the ability to apply them.
     Strong Interpersonal skills to resolve problems in a professional manner, lead working groups, negotiate, and create consensus
     
     
     
    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
  • Senior 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 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 & Asset Management preferred)

    ·         Strong knowledge of financial product such as Equity, Derivative, Mutual Fund, Stock lending and borrowing, etc.

    ·         Specific skill of brokerage operational process, clearing and settlement, risk and internal control, regulatory

    ·         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 40 years

    ·         Strong background in the following technologies: C#, .NET, MSSQL, Web application, Data Modeling, RDBMS and Data Warehouse

     

    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
  • Derivatives and Offshore Operations

    Operations Department provides middle to back office support function to various business units of the Company e.g. confirmation and settlement of all equity, debt, mutual fund and derivatives trading activities both listed and OTC as well as investment banking transactions. The Department aims to be a partner with business units and is committed to provide efficient support service on a timely manner with accurate information and in compliance with applicable law and regulations.

    Job Descriptions:

    • The successful candidate will report to the Head of Operations Department and be exposed to derivatives listed in TFEX as well as offshore investment businesses of the Company. 
    • Handle all trades processing, confirmation, settlement of derivatives business. The successful candidate will handle iFISd, SETTRADE, New Clearing and BSB system including participating in Testing & Development Program on TFEX /TCH /BSB system and Internal System.
    • Handle all trades processing, confirmation, and settlement of offshore investment business.
    • Identify and implement process improvements, especially in response to market and regulatory developments/changes
    • Involve in new process developments in the area of responsibility, including working with IT Department for system development and enhancement
    • Update the changes in policies, procedures and guidelines in order to ensure that the operational functions are in compliance with the changes
    • Other assignments works as the case may be

     

    Qualifications:

    ·         Thai national with Master’s degree in Business Administration with majoring in Finance, Accounting or other business related field

    ·         Experience in the back office and operations area, derivatives business or background in custodian, preferably in securities or banking industry is an advantage

    ·         Excellent command of both written and  spoken English

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

    ·         Strong analytical skills with excellent interpersonal skills

    ·         Highly competent in administrative tasks

    ·         Must be able to perform well under pressure

     

    ·         Must possess good judgment, logic and ability to multi-task

    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