What you'll be doing

• Collaborate with Yuanta Research and relevant teams to deliver timely trading ideas and investment recommendations on global securities, mutual funds, and related products to Yuanta Wealth Managers and clients.
• Coordinate with the Yuanta Group, external vendors, and internal departments to provide technical support and general services related to the Global+ platform.
• Develop and implement marketing strategies to expand the client base and increase Assets Under Management (AUM).
• Support Wealth Managers by delivering necessary training to enable effective client presentations on the Global+ platform.
• Conduct ongoing analysis of macroeconomic trends and the competitive landscape to formulate effective business strategies for the department.
• Continuously monitor investment recommendations and track performance, adjusting strategies dynamically in response to evolving market opportunities.

What we're looking for

• Bachelor's or Master's degrees in Economics, business administration or related fields.
• At least 3 years of experience and knowledge in the investment–finance industry, equity market, fixed income market, commodities, mutual funds, investment planning, etc.
• Proficiency in English.
• IC Complex 1 License required.

What you'll be doing

• Develop and maintain sophisticated quantitative models for asset pricing, portfolio optimization, risk management, and other financial applications.
• Analyze large datasets, identify patterns and trends, and translate them into actionable insights.
• Collaborate with cross-functional teams, including traders, portfolio managers, and data scientists, to integrate quantitative models into the investment decision-making process.
• Stay up-to-date with the latest advancements in quantitative finance and machine learning, and implement innovative techniques to enhance our modelling capabilities.
• Effectively communicate technical information to both technical and non-technical stakeholders.
• Participate in research and development activities to drive continuous improvement and innovation.

What we're looking for

• Bachelor's or Master's Degree in a quantitative field, such as Finance, Mathematics, Physics, or Computer Science.
• 0 - 3 years of working experience.
• Demonstrated expertise in developing and implementing advanced quantitative models, with a strong understanding of asset pricing, portfolio optimization, and risk management principles
• Proficiency in programming languages such as Python and SQL.
• Strong communication and presentation skills, with the ability to translate complex technical concepts into clear and actionable insights
• Passion for staying up-to-date with the latest developments in quantitative finance and a commitment to continuous learning

Responsibilities:

• Develop deep, long-term relationships with clients by understanding their unique financial goals, risk profiles and investment preferences.
• Conduct thorough research and analysis to recommend personalised investment strategies and solutions.
• Actively monitor client portfolios and make timely adjustments to optimise returns and manage risk.
• Educate clients on market trends, economic conditions and the potential impact on their investments.
• Collaborate with internal teams to deliver a seamless and exceptional client experience.
• Stay up-to-date with industry regulations, compliance requirements and best practices.
• Being a part of a team to create, design and plan efficient and interesting investment product lines and asset allocation.

Qualifications:

• Bachelor's degree in Finance and Banking, Economics or related fields.
• 0-2 years of experience in private wealth management, financial advisory or investment management.
• Possession of IC Plain is a must; IC Complex 1/ IP License is preferable.
• Strong analytical and problem-solving skills with the ability to provide tailored financial solutions.
• Excellent communication and interpersonal skills to build trust and rapport with high-net-worth clients.
• In-depth knowledge of financial markets, investment products and wealth management strategies.
• Passionate about delivering exceptional client service and staying ahead of industry trends.

Responsibilities:

• Maintain, develop and monitor trading systems using Python, SQL and Java.
• Retrieve price information from the ITCH protocol, and submit orders to the Foreign equity market via Fix protocol.
• Collaborate with related departments to launch new DRs linked with Foreign Equity (Asian, US stocks).

Qualifications:

• Bachelor's degree or higher in Computer Science, Information Technology or a related field.
• 3-5 years of work experience in related positions.
• Proficiency in Python, SQL and Java.
• Have basic knowledge of API connection, FIX protocol, ITCH and OUCH protocol.

Responsibilities:

• Conceptualised and created short-form video content that aligns with our brand messaging and marketing goals.
• Record high-quality videos using smartphones, ensuring good framing, lighting, and audio.
• Write engaging scripts that capture the viewer's attention and effectively communicate the intended message.
• Perform basic video editing using applications, such as Capcut, trimming, adding text and simple transitions.
• Be comfortable appearing on camera to deliver content as a presenter, interviewer, or demonstrator.
• Collaborate with the digital marketing team to brainstorm new video ideas and strategies.
• Stay updated on current video trends and best practices, particularly for social media platforms like Instagram, TikTok, and YouTube.
• Manage and organise video files for efficient handoff to the post-production team.

Qualifications:

• Bachelor's degree in Communication or other related fields, or proven experience in creating video content, particularly short-form video for social media.
• Proficiency in using smartphones for video recording and basic editing applications like Capcut.
• Strong script writing skills with the ability to convey messages clearly and engagingly.
• Ability to work independently and manage multiple projects simultaneously.
• Creative mindset with a strong understanding of visual storytelling.
• Basic knowledge of social media platforms and video formats.
• Experience with video editing tools and software is a plus.
• Motion graphics skills are a plus.
• Understanding of digital marketing concepts and how video content fits into broader marketing strategies.

Please also provide us with your portfolio.

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.