CHANANAS WONGSTRANGAN

Bangkok

Summary

Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth. Ready to help the team, contribute with dedication, and achieve company goals.

Overview

years of professional experience

Work History

Investment advisor

Finnomena

02.2023 - Current

Professionally provide personalized financial advice to wealthy customer on investment and help them choose the right vehicles to achieve their goals while balancing risk and expected return
Keep an eye on the market and the client's portfolio, adjusting it when necessary to ensure it stays aligned with the client's goal
Build trust and maintain long-term relationships with clients
Ensure compliance with laws governing investment practices and maintain high standards of risk management

Client Service Assistant

Kiatnakin Phatra Securities Company (KKPS)

10.2018 - 07.2022

Support Financial Consultant in super sales team in servicing High Net Worth clients (AUM at least 30 million Baht)
Coordinate with internal departments and clients to ensure quality and smooth transactions
Extend beyond the day-to-day responsibility to service clients up to 500 million Baht AUM: monitor portfolio performance, initiate sales with success, and build stronger relationships with clients

Education

MSc - Finance

University of Reading

09.2023

BSc - Economics Major in Finance

Kasetsart University

01.2018

High School -

Assumption Convent School

01.2014

Skills

Aspen, Bloomberg, Eikon
Microsoft Office
Analytical skills

Interpersonal skills
Creative thinking
Problem-solving skills

Personal Information

Date of Birth: 09/15/95

Accomplishments

Excellent performance appraisal consistently throughout 3.75 years of service at KKPS with outstanding performance bonus.
Gain trust and credibility from HNW clients.
Representative of the faculty during BS in Tans-ASEAN Global Agenda Education program in Japan during January 2018 (10 days).
Exchange student at The Hague University of Applied Science, Netherlands between February to July 2018, obtaining a fellowship from KU (6 months).

Hobbies and Interests

Keep up with financial market updates.
Equipped with knowledge in the financial world both technical and fundamental via free and paid courses.
Part-time investor in stock, bond, and mutual fund.
Traveling and gathering with friends.
Pilates and yoga.
Cooking and baking.

Timeline