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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.


  • Product Solution in Wealth Management

    Responsibilities:

    • Develop the business case for new product development or modify initiatives through assembling fact-based arguments and design compelling presentations to management or client.
    • Influence positioning, product enhancement across the offshore investment product and ETF platforms.
    • Proactively drive the growth and retention efforts to promote offshore investment product and ETFs across channels.
    • Provide content in the development of presentations, timely product ideas and other marketing materials by work closely with the marketing team.
    • Ensure the investment stories for offshore investment products are presented consistently and the product are properly positioned across all customer touchpoints.
    • Coordinate with producers/suppliers to pack product which suit for clients.
    • Coordinate with research team to screen products and come up with marketing strategies.
    • Researches and monitors existing client base and industry developments, 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.

     

    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
    • Excellent of both spoken and written English
    • 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 Sales in Kiatnakin-Phatra Financial Markets Department

    Job Responsibilities

    • Maintain and manage client relationships
    • Manage projects to support Sales, Client servicing and business in the Financial Markets Group
    • Provide global market update and trading ideas to clients
    • Assist team to trade FX, bonds, derivatives and treasury products to clients
    • Handle Clients’ inquiries and Price negotiation
    • Administrative duties associated with Sales, Client services and business

     

    Qualifications:

    ·         Bachelor degree in Business Administration

    ·         Passion for the financial Markets

    ·         Enthusiasm for Client service and Sales

    ·         Commercial and financial awareness

     

    ·         Excellent communication and presentation skills

    Apply Now
  • Equity Derivatives Trader in Equity Derivatives Trading Department

    Job Responsibilities

    • Monitor and execute trading and hedging equity derivatives position to generate required return on approved strategies within given risk control limits.
    • Monitor market situation and regularly brain storm with the team to solve problem or improve trade execution, and back up other traders when require.
    • Develop trading sheet and tools to be able to execute trades and hedge more efficiently.
    • Regularly discuss with the team to analyze current situation and to develop new trading idea.

     

     

    Qualifications:

    ·         High caliber Bachelor’s degree or above graduates in finance, engineering or related field.

    ·         Strong analytical skill and be able to make a decision under pressure.

    ·         1-2 years of working experience with proprietary trading or equity derivative products.

    ·         Good communication and interpersonal skills.

    ·         Programming skills such as VBA or Python is a plus.

     

    ·         Mature, good teamwork and business oriented.

    Apply Now
  • Marketing Assistant in Wealth Management

    Job Summary: A Marketing assistant’s job entails assisting and implementing all marketing strategies by developing various elements essential for the growth of a company. They mainly focus in planning and market research to develop their marketing strategies. A marketing assistantgenerally works under Marketing Manager and carries out several tasks to facilitate campaign drives for the company. Marketing assistant role is to support and manage the business efficiently.

    Key Responsibilities:

    • Accountable for all marketing and event activities to drive traffic, engagement, leads and customer retention

    • Conduct or assisting in marketing both online and offline

    • Evaluate results versus goals and generate learning for improvement of each marketing campaigns/activities

    • Build relationships with internal and external partners across marketing, sales, product and support functions to ensure a fully integrated approach

    • Managing the production of marketing materials, including leaflets, posters, flyers, brochure

    • Provide supporting to each member of the marketing team as needed.  

    Qualifications:

    • Minimum of 3 Years work experience in Marketing (must)
    • Bachelor Degree in Journalism, Communication or Any field                  • English Fluent, writing skill also necessary
    • Good attitude, Patient, Hard working, and out going personality

     

    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 Analyst in Wealth Management

    The world of investment is changing. Traditional way of investing is being disrupted. New investment products and services from a more advanced market are making their way to investors in Thailand. If you are intrigued by this kind of developments and want to have a front-row seat, Phatra CIO Office is just the right place for you.

     

    Here at Phatra, the CIO Office is in charge of originating investment ideas, and helps translate those ideas to become a real investment implication and recommendation for our wealth management clients through a variety of channels. We constantly keep tap on what’s going on in the financial market and in the investment industry globally.

     

    To give the best investment recommendation to the clients, ideas are to be generated in an objective manner. We are looking for someone who can help us harness the power of data and information to build a rock-solid foundation for our investment analysis process. In a world of overwhelming information, ability to systematically collect and leverage on large-scale data is highly crucial. There are certain qualities that we would like to see in a successful candidate:

     

    Qualifications :

    §  Bachelor’s degree or higher in business, finance, economics, or engineering etc.

    §  Ability to systematically collect, warehouse, analyze, and visualize data

    §  Knowledge of programming and experience working with data

    §  Good team-player

    §  Self-motivation

    §  Passion for investment

    §  Resourcefulness

    §  Problem solving skills

     

    §  Keen interest in data and investment research

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

    Job Responsibilities:

    ·         Responsible for analyzing foreign investment fund and foreign capital markets to Wealth Management clients

    ·         Provide internal research as well as review the performance of the foreign investment funds and update information on trends affecting market sectors to developing flexible financial models or any other new opportunities

    ·         Assist with producing Wealth Management research publications

     

    Qualifications:

     

    • Thai national with Master’s degree in business, finance, economics or related fields
    • At least a few years of related experience, preferably in foreign investment research or fund management 
    • Strong background in investment concept, financial statement analysis and equity analysis 
    • Experience in financial modeling and asset allocation framework is preferred
    • Strong  communication skills (spoken and written)
    • Self-Development 
    • Good command of English 
    • Must be able to perform well under pressure
    •  Must be resourceful, energetic, pro-active and eager to learn
    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.

    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

    We are looking for Technology leading professional to drive firm’s change and strategic IT project.

    The role is financial IT enabler to blend technology and financial knowledge to make a sustainable

    company’s competitive advantage.

     

    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
  • Risk Management in Phatra Asset Management

    Job Summary:

    To support Risk Management Department in enterprise risk management, risk analysis, risk modeling, develop risk reporting tools, and coordinate with other units to develop corporate BCP (business continuity planning).

    Job Descriptions:

    §  Risk controlling and monitoring

    §  Product and process risk analysis

    §  Risk modeling and risk management tool development

    §  Operational risk management coordination

    §  BCP development and implementation

     

    Qualifications:

    §  Age 22-27 years old

    §  Thai national with High caliber Bachelor’s degree or above graduates in mathematics, computer science, physics, engineering or related field

    §  Strong skill in Programming (VBA programming) and Microsoft applications

    §  Strong quantitative skills with excellent interpersonal skills

    §  Excellent written and spoken English as well as Thai language skills

    §  Must possess good judgment, logic, ability to multi-task and strong personality

     

    §  Must be able to perform well under pressure

    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
  • 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
  • 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
  • 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