Summary
Overview
Work History
Education
Skills
Qualifications
Timeline
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Nattapong Rukkamate

Nattapong Rukkamate

Client Service Assistant &Junior Investment Consultant

Summary

Motivated Client Service Assistant (CSA) / Junior Investment Consultant with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. During to my career, I receive any advice for clients to improve the company's processes work with the business development team that we collect data, analyze data, build the models, and launch new product or a new process to improve the business.

Overview

4
4
years of professional experience
1
1
Language

Work History

Client Service Assistant (CSA) / Junior Investment Consultant in Wealth Management Department

Kiatnakin Phatra Securities Public Company Limited
04.2022 - Current
  • Provide investment solutions to clients across all asset classes including customized solutions
  • Collaborate closely with the Financial Consultant to develop and maintain relationship with major clients
  • Collaborate with the Wealth Management's Investment Committee to select investment ideas and products to offer to our clients
  • Monitor and analyze general investment solutions market landscape.
  • Tested programs and databases to identify issues and make necessary modifications.
  • Collaborated on stages of systems development lifecycle from requirement gathering to production releases.
  • Translated customer requirements into written use cases.

Customer Experience Developer in the offshore mutual Funds

Robowealth Mutual Fund Brokerage Securities Co., Ltd.
10.2021 - 03.2022
  • Verify that the payment information in the system
  • Provide efficient and excellent customer service support via online channels and calls
  • Be the voice of the customer by noticing and highlighting action items needed to improve the customer experience and delight our clients
  • Clarify complex transactional and investment information obviously.
  • Improved business direction by prioritizing customers and implementing changes based on collected feedback.
  • Analyzed open orders, backlog, and sales data to provide sales team with insights.

Customer Experience Developer in the Onshore Mutual Funds

Robowealth Mutual Fund Brokerage Securities Co., Ltd.
04.2021 - 10.2021
  • Provide excellent customer service support via online channels and calls
  • Open an account, check information and edit customer information to comply with regulations
  • Verify that the payment information in the system.
  • Improved business direction by prioritizing customers and implementing changes based on collected feedback.
  • Analyzed key aspects of business to evaluate factors driving results and summarized into presentations.

Operation officer

Robowealth Mutual Fund Brokerage Securities Co., Ltd.
01.2021 - 04.2021
  • Open an account, check information and edit customer information to comply with regulations.

Assistant teacher

Kasetsart University
03.2020 - 03.2021
  • Search for information and produce research, articles, and teaching presentations.

Education

Bachelor of Economics - Economics

Kasetsart University (K.U.)
Thailand
04.2021

Skills

    E-view, Adobe Photoshop, Adobe Lightroom, Bloomberg, Microsoft office programs

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Qualifications

  • Present: The Securities and Exchange Commission (SEC), Thailand Approval to be Investment Consultant on Complex Products 1
  • 2023: Pass Investment Consultant License (P3); Association of Investment Management Companies (AIMC)
  • 2023: Pass Investment Consultant License (P2); Association of Investment Management Companies (AIMC)
  • 2021: Pass Investment Consultant License (P1); Association of Investment Management Companies (AIMC)

Timeline

Client Service Assistant (CSA) / Junior Investment Consultant in Wealth Management Department

Kiatnakin Phatra Securities Public Company Limited
04.2022 - Current

Customer Experience Developer in the offshore mutual Funds

Robowealth Mutual Fund Brokerage Securities Co., Ltd.
10.2021 - 03.2022

Customer Experience Developer in the Onshore Mutual Funds

Robowealth Mutual Fund Brokerage Securities Co., Ltd.
04.2021 - 10.2021

Operation officer

Robowealth Mutual Fund Brokerage Securities Co., Ltd.
01.2021 - 04.2021

Assistant teacher

Kasetsart University
03.2020 - 03.2021

Bachelor of Economics - Economics

Kasetsart University (K.U.)

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Nattapong RukkamateClient Service Assistant &Junior Investment Consultant