Thanaporn Sungkhao
Bangkok
Summary
After I graduated Economics, Thammasat University, I had been a researcher in a first job. And now I’m a Client service assistant at Private banking, Kiatnakin Phatra securities with 2 years of experience. My job is assistance of the financial consultant to provide financial services to both natural and juristic person.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Senior Officer
Private wealth management, Kiatnakin Phatra Securities Plc.
2022.03 - 2024.03
- Assistance of the financial consultant to provide financial advisory service High Net worth and Ultra High Net worth Clients by collaborating our partner,Bank of America.
- Provide investment services both onshored and offshore Poducts ,Stocks, Mutual Fund, bonds, debentures, Mandate, Structure Note and Private Market (Oaktree, Kohlberg Kravis Roberts, Warburg Pincus and Blackstone firm) to individuals, Family Offices and Institution in short term and Long term.
- Support a financial consultant to generated client fx gain in the right timing.
- Manage a long-term savings plan for Client retirement and tax benefits like investing in RMF, SSF and Thai ESG mutual fund.
- Stay up to date on relevant local government policies and global news that impact to stocks and Fx exchange rate.
- Trained table manner and business etiquette.
- Trained Wine tasting programs to develop stronger ties with existing clients.
Junior Researcher
Thailand Development Research Institute (TDRI)
2021.10 - 2022.02
- Join with Thailand Development Research Institute, a private non-profit foundation that help formulate policies to support long term economic and social development in Thailand.
- Being part of team do research 'Assessment of Electric Vehicle in Thailand' collaborating with government and relevant companies.
- Interview senior executives managing well known companies in Thailand, Energy Absolute plc. and PTT plc.
Education
Bachelor of Economics - Economics
Thammasat University
05.2021
Skills
- Microsoft Offices(Word, Excel, Powerpoint)
- Language(Thai, English, German-beginner)
- Multitasking skills
- Communication skills
- Social skills
Websites
Certification
- Certificate of Accomplishment "Investment in Mutual Fund" by The Stock Exchange of Thailand (SET) (28 Apr 2018)
- Certificate of Accomplishment training "Portfolio Management" by The Stock Exchange of Thailand (SET) (23 Mar 2019)
- Certificate of CAMBLY conversation-base English Classes with native speaker (Online)
- IC P1 License (Plain products)
- IC P2 License (Complex products)
- IC P3 License (Derivatives products)
Volunteer, Hobbies and Personal interests
- Tutored 10 college students in Macroeconomics, resulting in 90% achieve a B or higher.
- Volunteer staff of STP Inspiration Camp 11th (2018)
- Welfare service Staff at KRAJOAM Camp 2020
- Volunteer for testing a new program before implementing system at work 2023
- Practiced Yoga (Hot yoga, Vinyasa yoga, Hatha yoga and Mat Pilates)
- Running Mini marathon (Econ TU Run Mini marathon, 2019 and 10 th Thailand International Haft Marathon, 2024)
- Reading (Behavioral Economics, Autobiography, Self help-books)
- Learning languages (German, English)
- Watched TV Series
Timeline
Senior Officer
Private wealth management, Kiatnakin Phatra Securities Plc.
2022.03 - 2024.03
Junior Researcher
Thailand Development Research Institute (TDRI)
2021.10 - 2022.02
Bachelor of Economics - Economics
Thammasat University
- Certificate of Accomplishment "Investment in Mutual Fund" by The Stock Exchange of Thailand (SET) (28 Apr 2018)
- Certificate of Accomplishment training "Portfolio Management" by The Stock Exchange of Thailand (SET) (23 Mar 2019)
- Certificate of CAMBLY conversation-base English Classes with native speaker (Online)
- IC P1 License (Plain products)
- IC P2 License (Complex products)
- IC P3 License (Derivatives products)
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