The Client Service Assistant (CSA) works closely with Financial Consultants at Kiatnakin Phatra Securities Public Company Limited, a leading onshore wealth manager in Bangkok with over 700 billion baht in client assets under advisory. The role supports high-net-worth clients by handling onboarding documentation, processing account openings for investment products, responding to client enquiries, executing banking and investment transactions, and creating tailored presentations in coordination with pitch teams. The position also involves mentoring junior team members and ensuring compliance with internal and external regulations. Candidates should be Thai nationals with a background in Finance, Accounting, Economics or related fields; new graduates are welcome. The role requires obtaining IC Licenses (P1, P2, P3) within the probation period and a commitment of at least 2.5-3.0 years.


