Pitch Asawasathaporn
Senior Investment Specialist
Talingchan,district Bangkok
Summary
Currently AVP, an experienced Investment Specialist with outstanding knowledge of Economics and Finance. My specialty lies in financial investment, asset allocation framework, investment portfolio strategy, financial advisory and any scope related to advisory sales including sales strategy. My goal is to utilize all my skills, visions and relentless efforts to achieve the very best result to promote employer’s sustainable growth under ESG framework.
Overview
8
8
years of professional experience
16
16
years of post-secondary education
2
2
Certifications
Work History
Investment Specialist
Citibank
Bangkok, Thailand
08.2016 - Current
- Layout financial asset allocation framework under Citi Research and plan the investment strategy for Relationship Manager (Wealth) to communicate to Citigold Clients to promote Investment Sales Volume
- Join the Clients and Prospective Clients meeting to provide investment insight and ensure the successful investment deal including sales volume, new account opening and new fundings
- Timely educate the financial knowledge and coaching to all sales personnel under Citi mandatory training requirement
Wealth Relationship Manager
Bank of Ayudhaya
Bangkok, Thailand
01.2016 - 07.2016
- Kept client financial plans optimized for current market trends and economic conditions
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities to achieve Investment Sales Volume, New Account Opening and New Fundings
Insurance Marketing Manager
Krungthai Panich Insurance
Bangkok, Thailand
04.2013 - 06.2014
- Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs in order to achieve (non-life) Insurance Sales Volume
- Managed workflow between staff, coordinating documents, planning and creative material distribution between KrungThai Panich Insurance (KPI) and KrungThai Bank (KTB) which is the holder company who feeds client to KPI as a subsidiary
Research and Development Technician
Unicorn Chemical Buildings
Bangkok, Thailand
05.2012 - 02.2013
- Set and oversaw quality assurance guidelines for laboratory work.
Education
Saint Gabriel’s College
01.1996 - 01.2007
Bachelor of Science - Material Chemistry, Applied Chemistry
Chulalongkorn University
01.2008 - 01.2012
Master of Science - Finance
Chulalongkorn University
01.2014 - 01.2015
Skills
Investment analytical systems
Investment performance analysis
Portfolio Management
Economic forecasting
Sales Coaching and Team Strategizing
Accomplishments
- Promoted and achieved total annual Investment Sales Volume (in million baht) growth of 70% from 2016 (1,100 avg/mo) through 2018 (2,000 avg/mo) and 50% from 2019 (2,200 avg/mo) through 2022 (3,200 avg/mo)
- Promoted and achieved Offshore Investment (USD and other currencies than THB) by growth of 10% to 50% Offshore conversion (aka from THB investment to other currencies investment) throughout 2016-2022
- New Client growth and New funding growth by growing approx 30,000 mb AUM to approx 50,000 mb AUM throughout 2016-2022
- Supervised team of 60+ staff members (Citigold Relationship Manager team, CitiPriority Personal Banker team and Citigold Acquisition team).
Certification
Investment Planner license
Timeline
Investment Specialist
Citibank
08.2016 - Current
Wealth Relationship Manager
Bank of Ayudhaya
01.2016 - 07.2016
Master of Science - Finance
Chulalongkorn University
01.2014 - 01.2015
Insurance Marketing Manager
Krungthai Panich Insurance
04.2013 - 06.2014
Research and Development Technician
Unicorn Chemical Buildings
05.2012 - 02.2013
Bachelor of Science - Material Chemistry, Applied Chemistry
Chulalongkorn University
01.2008 - 01.2012
Saint Gabriel’s College
01.1996 - 01.2007