ร่วมงานกับหยวนต้า

What you'll do

• Develop and Execute Marketing Plans - Create marketing strategies that integrate online and offline channels to support business goals and product campaigns.
  • Expected Result: Launch timely, targeted campaigns that contribute to brand growth and client acquisition.
• Coordinate Cross-Channel Campaigns - Manage digital marketing (e.g. social media, email, website) and offline efforts (e.g. events, print, POS) in sync with product and sales teams.
  • Expected Result: Ensure consistent messaging and stronger engagement across all client touchpoints.

• Produce and Manage Marketing Content - Develop promotional materials, campaign messages, and educational content tailored to financial products.

  Expected Result: Deliver compelling and compliant content that improves product understanding and drives action.

• Monitor Campaign Performance and Reporting - Track key performance metrics, analyze results, and recommend data-driven improvements.

  Expected Result: Improve ROI and effectiveness of marketing activities through continuous optimization.

• Ensure Brand and Regulatory Compliance - Work with compliance and product teams to ensure all materials meet brand guidelines and financial regulations.
  • Expected Result: Maintain high trust and zero compliance violations in all marketing communications.

What we're looking for

• Minimum of Bachelor’s Marketing or related fields.
• 5 Years in Marketing. Financial/Insurance fields will be a plus.
• Work rationally and creatively.

What you'll do

• Develop and manage model portfolio - construct and maintain model portfolios suited to various client risk profiles and financial objectives.
  • Expected Result: Provide scalable and personalized portfolio solutions that support consistent client outcomes.
• Conduct Market Research and Fund Analysis - Perform continuous analysis of macroeconomic indicators, financial markets, and fund performance to guide investment strategy.
  • Expected Result: Enable data-driven portfolio positioning that reflects market realities and client needs.
• Analyze and Shortlist Mutual Funds - Evaluate and select high-quality mutual funds across asset management companies to ensure a robust, competitive product shelf.
  • Expected Result: Maintain a curated list of top-performing, relevant funds that align with market conditions and diverse client profiles.
• Monitor Portfolio Performance and Rebalancing - Track performance and risk metrics; propose and implement tactical shifts based on market dynamics.
  • Expected Result: Ensure portfolios remain aligned with target allocations and continue to meet client investment goals.
• Collaborate with Advisors and Sales Teams - Provide portfolio-related insights, presentations, and recommendations to support client engagement and acquisition.
  • Expected Result: Increase adoption of model portfolios and improve client retention through advisor enablement.
• Ensure Compliance and Governance - Align all investment strategies and recommendations with internal investment policies and external regulatory standards.
  • Expected Result: Maintain high standards of compliance with no regulatory breaches or policy violations.

What we're looking for

• Minimum of Bachelor’s Degree/ Economics and Finance or related fields.
• 3 Years in Portfolio Management. Assistant Fund Manager or Fund Manager experience is required.
• CISA or CFA Level 1 is required.
• Fund Manager/Portfolio Management or related license is required.

Tasks and Responsibilities

• Recommend the appropriate Investment products, i.e. equity, TFEX, fund, bond, structure note, etc. to high net worth clients according to each client's risk appetite.
• Monitor client's investment port performance and recommend the appropriate balance according to asset allocation direction.
• Follow up the market situation and factor that impact to market as well as provide data is always delivered.
• Monitor the process of investment transaction in order to ensure that smooth and accurate data is always delivered.
• Being a part of a team to create, design and plan the efficient and interesting investment product lines and asset allocation.
• Acquire new potential clients

 Education, Experience, and Licensing Requirements

• Bachelor 's degree in Finance, Economics, Accounting or a related field
• 0-5 years experience in a finance position and investment 
• IC Complex License , CFP  

Qualifications

• Outstanding interpersonal skills.
• Confident decision-making abilities.
• Analytical mind with good problem-solving skills.
• Excellent written and verbal communication skill both Thai/English.