• image01

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.


  • Institutional Equity Officer in Equity Derivatives Markets Department

     

    Role summary : 

    Help facilitate execution, SBL and others required task within institutional Equity and Derivative function.

    Responsibilities :

    • Take responsibility for executing for local /foreign institutional clients, pitching ideas, managing client relationship
    • Solid understanding of the securities , trends, and market dynamics
    • Flexible and able to adapt easily to new roles when required

     

    Qualifications :

    • Thai National
    • Bachelor’s degree in Finance / Engineering
    • Preferably 1 – 2 years working experience related to Equity Markets
    • Fluent in Thai/English
    • Ability to problem solve and think quick on the feet
    • Energetic, enthusiastic and a team player
    • Able to cope with tight deadlines
    • Understand the Stock Exchange of Thailand’s mechanisms and regulations; Equity and/or Derivative License
    Apply Now
  • External Relationship Manager in Wealth Management

     

    External Relationship Manager in Wealth Management (Freelance)

    เปิดโอกาสให้กับผู้ที่สนใจการลงทุนได้มีโอกาสเป็นผู้แนะนำการลงทุนได้มาเป็นส่วนหนึ่งกับครอบครัวภัทรในการแนะนำผลิตภัณฑ์ต่าง ๆ ของบริษัทหลักทรัพย์ ภัทร จำกัด (มหาชน) เพื่อเสนอแผนการลงทุนที่เหมาะสมให้กับลูกค้า

    …………………………………………………………………………………

    External Relationship Manager (Referral)

    ลักษณะงาน:

    ·        แนะนำผู้ที่สนใจให้รู้จักบริการและผลิตภัณฑ์ต่าง ๆ ของบริษัทหลักทรัพย์ ภัทร จำกัด (มหาชน) (บล.ภัทร)

    ·        แนะนำลูกค้าให้มาเปิดบัญชีซื้อขายหลักทรัพย์กับ บล.ภัทร

    คุณสมบัติ:

    1.       ผู้มีสัญชาติไทย อายุ 20 ปีบริบูรณ์ขึ้นไป

    2.       มีความรู้เรื่องการลงทุน สนใจติดตามข่าวสารด้านการเงิน และการลงทุนอย่างสม่ำเสมอ

    …………………………………………………………………………………

    External Relationship Manager (Supportive & Proficient)

    ลักษณะงาน:

    ·        แนะนำผู้ที่สนใจให้รู้จักบริการและผลิตภัณฑ์ต่าง ๆ ของบริษัทหลักทรัพย์ ภัทร จำกัด (มหาชน) (บล.ภัทร)

    ·        แนะนำลูกค้าให้มาเปิดบัญชีซื้อขายหลักทรัพย์กับ บล.ภัทร

    ·        ให้คำแนะนำผลิตภัณฑ์ทางการเงินแก่ลูกค้า และ การลงทุนในกองทุนรวม

    ·        ติดต่อ พบปะลูกค้า เพื่อนำเสนอแผนการลงทุนที่เหมาะสม

    คุณสมบัติ:

    1.       ผู้มีสัญชาติไทย อายุ 20 ปีบริบูรณ์ขึ้นไป

    2.       มีใบอนุญาต "ผู้แนะนำการลงทุนตราสารซับซ้อนประเภท 1 หรือ 2 (IC Complex 1 or 2)" กรณีผู้สมัครประเภท ICตลาดทุน / ICหลักทรัพย์ / IP ที่ยังไม่ได้ปรับคุณสมบัติ จะต้องปรับคุณสมบัติภายใน 6 เดือนนับจากวันลงนามสัญญา หากท่านไม่สามารถปรับคุณสมบัติให้เป็นไปตามที่กำหนดได้ภายใน 6 เดือน บริษัทมีสิทธิ์บอกเลิกสัญญา

    3.       ท่านต้อง “ไม่ทำหน้าที่” ดังต่อไปนี้   

    1)       พนักงานประจำ และ ตัวแทนจัดหาลูกค้า ของ ธนาคารพาณิชย์ / บริษัทหลักทรัพย์ / บริษัทหลักทรัพย์จัดการกองทุน และ  บริษัทตัวแทนสัญญาซื้อขายล่วงหน้า

    2)       พนักงานประจำ  ของ บริษัทประกันชีวิต หรือ บริษัทประกันภัย

    3)       ตัวแทน และ ตัวแทนจัดหาลูกค้า ประเภทที่เป็นพนักงานประจำของ บริษัทประกันชีวิต หรือ บริษัทประกันภัย

    4.       มีความรู้เรื่องการลงทุน สนใจติดตามข่าวสารด้านการเงิน และการลงทุนอย่างสม่ำเสมอ

    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
  • Client Service Assistants in 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 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 Wealth Management

    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 574 billion baht.  Recently, we have been named Thailand’s Best Private Bank 2012 by Finance Asia.

    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 invest able 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.

    Responsibility:

    ·         Develop and maintain best relationship with clients, KYC and able to generate superior value added to client regarding to their distinct investment requirement. 

    ·         Provide investment consultation to individual client by adopting asset allocation strategy and financial planning through variety of investment products ; Stock, Mutual Fund, Bond, Structure products, offshore investment 

    ·         Maintain a proficient comprehensive on up-to-date investment environment, and able to transform into sales activities. 

    ·         Accommodate transactions for both onshore and offshore products 

    ·         Acquire new potential clients

    Qualification:

    ·         Master or high caliber Bachelor’s degree in Finance, Accounting, Economics, Business Administration or related field

    ·         Minimum of 2-year experiences in capital market or Wealth management or related field 

    ·         IC  License is a must, CFP is preferable 

    ·         Excellent in interpersonal, communication, and presentation skills

    ·         Pleasant personality, Proactive , Goal-driven, and Self-motivated 

    ·         Multitasking and Time management is highly required

    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