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Finance Operations

Responsibilities:

  • Property and Building Management
    • Ensure property (moveable & immoveable) and space renovation is managed appropriately taking account of cost (economy of scale), benefit and within timeline
    • Coordinate with the building to have a quick response & cooperation and ensure their building service are in function and ready to use
  • Security and Safety
    • Ensure security and safety standard are in full compliance with the policy and procedures and develop methods to review, educate, raise awareness including periodic update to security team
    • Ensure that unsafe condition are corrected in a timely manner
  • Property Vendor and Contract Management
    • Oversee the property related contract ensuring that all contracts are properly provide maximum protection to the company in term of commercial operations, maintenance, security systems and relevant term.
    • Perform service level agreement with all property preferred vendor to ensure service satisfaction
  • Office Service and Maintenance Administration
    • Ensure property preventive vs defensive maintenance be in place and properly schedule to ensure zero risk & issue
  • Support user and stakeholder as requested day-to-day task within timeline including well manage their expectation

Qualifications:

  • Bachelor’s Degree or higher in Engineering or related fields
  • At least 5 years of experience in property and space management with a proven track record
  • Good knowledge of building regulations, legislations and government policies relating to property management
  • Experience in operating procedures for the property run efficiently, including security standard, fire safety, and related procedures
  • Competency in AUTOCAD, MS Office and relevant software

Finance and Actuarial

Responsibilities:

  • Responsible for the development, evaluation, and enhancement of investment strategies for Life fund, including strategic and tactical asset allocation with considerations on asset-liability management, capital efficiency, and risk framework
  • Engage and evaluate external fund managers to ensure Life fund delivers highest performance while risks are managed according to the investment policy and mandates
  • Sharing responsibility in developing UL propositions and deepening UL distribution partner relationships through the delivery of proactive investment solutions and participates in the development of strategy to meet the needs in investment areas, including due diligence on UL funds, portfolio recommendation, quantitative investment data analytics, and investment training

Qualifications:

  • Master degree, preferably in Finance or Economics
  • 5 years investment experience
  • Investment knowledge in broad asset classes
  • Strong background in asset allocation, portfolio management, financial modelling, or investment advisory will be beneficial

Responsibilities:

  • To be part of Investment team sharing the responsibility in the development and enhancement of investment strategies for Life fund
  • To perform and monitor strategic and tactical asset allocations for Life fund according to the policy and mandates
  • To ensure accurate and timely execution of trades and settlements for securities and derivative instruments, and acts as liaison between executing broker-dealer and custodian bank
  • To manage daily margin and collateral for derivatives
  • To monitor investment performance and key risk parameters and generate reports for Investment Committee

Qualifications:

  • Bachelor degree, preferably in Finance or Economics
  • 1-3 years investment experience
  • Background in trade settlement and derivative processing operations

Responsibilities:

  • Be a Prophet Model manager to control the prophet run, maintain the model and improve model efficiency.
  • Develop Prophet Model to support the financial reporting, product pricing, regulatory requirement etc.
  • Support Prophet Model run for all actuarial projections, both actuarial function and other functions such as FRM.
  • Educate team in term of Prophet Model knowledge.
  • Provide recommendation re Prophet Software and related hardware in order to update the model and improve efficiency.
  • Be a good Actuarial team member.
  • Support Head of Valuation for any actuarial woks as per request.

Qualifications:

  • Min 7 years of Prophet Model experience
  • Life insurance valuation and pricing experience will be advantage

Risk and Compliance

Responsibilities:

  • Implement and ensure compliance with the local Risk Management Framework, Risk Policies and standards, consistent with local regulatory requirement / Group, PCA Risk Frameworks and Risk Policies
  • Identify, assess and monitor the financial risk (i.e. credit, market, liquidity and insurance) exposures against local / PCA’s financial risk appetite and limits and challenge action(s) taken in case of breach
  • Oversee the methodology and assessment of key Solvency ratios and sensitivities / risk drivers
  • Monitor key risk indicators of Financial Risk
  • Provide oversight of risk-based decision making on product development and pricing. This includes liaising with the key stakeholders to ensure the products (e.g. features, the pricing elements and other conditions) create value within the risk appetite, support the product development team in the product risk management during the product development phase, review the product risks and articulate the risks to the local stakeholders as well as giving guidance to local risk pricing team regarding to the product risk identification, assessment and management policies reinsurance arrangements and any other risk transfer / hedging arrangements strategic asset allocation, investment strategy, M&A strategic and business planning capital management and any other material business decisions
  • Develop and maintain the risk management policy in relation to the major business activities
  • Set up and implement local risk appetite framework to ensure operating within the risk appetite
  • Lead and liaise with the relevant stakeholders on the annual risk identification exercise to identify and assess the key risks
  • Articulate the key financial risks faced to the risk committees via the risk management pack
  • Represent risk team to participate in various first line and second line committees. This includes risk mitigation (such as persistency / claims) and decision committees / projects
  • Develop effective working relationships with all key stakeholders e.g. Finance & Actuarial, Investment managers and Regional colleagues.
  • Instill the financial risk management practice such as training and workshop to the first line
  • Lead and support any other risk management initiatives
  • Meet any ad hoc risk management initiatives from the Group / PCA, local regulators and other stakeholders

Qualifications:

  • A master’s degree in Finance, Economics, Financial Engineering, Actuarial, Mathematics or other related fields
  • Qualified actuary is preferable
  • Minimum of 7 years experiences of life insurance involving in product development / pricing, experience studies, reinsurance or financial reporting.
  • Experience and knowledge in Solvency II, EEV, IFRS and risk management will be an asset
  • Requires excellent communication, influencing, negotiating and broad organizational skills
  • Must be able to effectively work independently as well as in a team
  • Excellent Communication skill and ability to articulate complex technical issues in clear and concise manner
  • Excellent command in both written and spoken English
  • Professional certification in relevant industry qualification e.g. SOA, FRM, PRM, CFA etc.
  • Strong analytical skills and problem solving

Responsibilities:

  • Lead local Compliance Assurance and Compliance Reporting team and ensure that the Assurance and Monitoring Plans and Reporting are duly completed with quality and accuracy.
  • Provide advice and guidance on assurance matters relating to compliance with local laws and regulations and Regional Compliance Standards (RCS).
  • Provide advice and/ or review to internal customers and sign-off to make sure that each function/ project in accordance to internal policies, group policies and relevant laws and regulations.
  • Manage and monitor team’s performance on assurance activities i.e. QA, monitoring, and oversight to meet with risk-based Compliance Plan.
  • Provide compliance related training to raise awareness and embed the culture of compliance across the business.
  • Coordinate, build and maintain good relationship with the competent authorities and external stakeholders such as the Office of Insurance Commission (OIC), SEC and PCA Regional Compliance (PCA RC).
  • Prepare the compliance management & reporting plan and consolidate with financial crime activities plus assurance, BCP & IS activities to come up with the annual compliance plan for HoD, CEO, PCA RC and Audit Committee (AC) review and approval.
  • Provide regular advice and compliance risk assessment on related business function
  • Deal and work closely with Regional Office to support/ provide compliance services to Regional/ Local projects as assigned including ad-hoc assignment
  • Develop strong working relationships with other key members of the Company’s Management Team. Work with other management colleagues as appropriate
  • Act as secretary to the Audit committee responsible for documentation, including monitoring and following up pending issues from AC meetings.
  • Execute analysis of MI as part of compliance risk assessment towards delivery plus engagement with business functions to resolve key risk areas
  • Provide and consolidate required reports in due course such as AC report, bi-monthly compliance, etc. and submit to PCA
  • Review CGM certifications, exemptions and variations of Compliance prepared by the team regularly before onward submission for relevant approvals

Qualifications:

  • Bachelor Degree or higher preferably in accountancy or business administration
  • Understanding the aspects of the life insurance industry such as products, processes, operational requirements and especially sales related activities is advantage
  • Minimum 8 years in compliance or related field
  • Thoroughly familiar with OIC and SEC regulations and best practices
  • Audit firm, Financial institution or life insurance background will be an advantage
  • Experience as Internal or external auditor is preferred

Responsibilities:

1) Undertake arrangements for the meetings of the Board, related Board Committees and the Shareholders. Ensuring that the meetings conform to relevant laws and regulations, the company's articles of association, individual Board and Committees charters and best practices

  • Organize and schedule regular Shareholders’ Meeting including the Extraordinary Board of Shareholders’ meetings (if required) and the Board of Directors’ Meetings including extra Board of Directors’ Meeting (if required) as required by the Public Company Act. and or other relevant laws and regulations (i.e. OIC, SEC, etc.)
  • Prepare and maintain Minutes of the Shareholders and Board of Directors meetings including all related documents e.g. invitation letter, shareholders’ list  etc.in  English and Thai language to comply with laws and regulations and send to the CEO/Chairman for review and then to the Board Members for further acknowledge/review, and communicate to certain departments once approval has been completed. The Minutes are also required to send to the Office of Insurance Commission (OIC) and the Department of Business Development (DBD)
  • Provide preliminary advice and recommendations pertaining to legal, regulatory, and governance issues and practices related to the Board and Board Committees  and Follow up any pending issues which were arisen from the BOD Meeting
  • Provide management information and reports when required, and ensuring appropriate corporate records and documents are maintained and filed with protection of sensitivity and confidentiality

2) Company Registrar on List of Shareholders and List of Directors

  • Maintain and ensure that the accurate and update information of list of Shareholders and list of Directors is kept well at the Company
  • Keep record of Shareholders’ and Directors’ changes and in charge of shareholder database

3) Director Registration (in-out and all related issues)

  • Prepare and collect all related documents which are legal and personal documents and submit them to the DBD and OIC
  • Receive the OIC approval and proceed last process at the DBD to have the update Company Affidavit

 

4) Control and manage all corporate and legal document of entities relating to the operation of the company, such as agreements/ contracts, deeds, certificates, permits, licenses, company's seal, etc.

5) Undertake arrangements and to act as secretary to the committees’ meetings of Executive members (ExCo); Audit Committee; Risk Committee, Quarterly Dialogue Meeting or any meeting as may be assigned. Prepare and maintain minutes of meeting and document packs including following the pending issues.

 

Qualifications:

  • Bachelor degree in Law, Political Science or a related field.
  • Age 35 -45
  • At least 5 year experience in company secretary in relevant business area
  • Knowledge of SEC/SET rules, regulation and requirements, Public Company Act, Thai Corporate and Commercial Laws
  • Good Analytical skill and able to work independently
  • Self-motivated & result oriented with good interpersonal skill
  • Adaptability, capacity to address multitasks, ability to interact with other departments and governance manner
  • Good command of Microsoft Word, Excel and PowerPoint
  • Good team work and co-operation, communication and presentation
  • Good command, communication and presentation skills of English (Minimum TOEIC Score 600)
  • Strong Leadership and Strong Management Skills
  • Preferable if familiar with insurance or banking business regulation and law

Responsibilities:

  • Reports to the HoD-Compliance and PLT Money Laundering Prevention Officer (MLPO) on AML matters
  • Develop, implement and update relevant policies and standards to cover money laundering deterrence issues to protect the good reputation of the Group and avoid criminal and civil sanctions against the company, the Group or its employees
  • Develop, implement and deliver monitoring activities seeking to deliver assurance against key control to ensure LU compliance with local money laundering and terrorist financing laws and Group requirements
  • Provide advice and guidance and assist senior management in their responsibility for complying with relevant anti-money laundering regulations, including the provision of advice on money laundering issues
  • Develop and execute AML and terrorist financing training and development to enhance local capability to be aware
  • Prepare and report AML issues i.e new and amended regulations, major trends, regulatory visit and inspection to PCA
  • Liaison with AMLO, Regional MLPO (RMLPO), PCA/Group Financial Crimes and other relevant parties as necessary
  • Responsible for ad-hoc AML projects and others special projects assigned by HoD
  • Supervise and coach the AML staff team for KYC/CDD such as screening, investigation, escalation, and including operations on OWS system

Qualifications:

  • A strong background in Compliance, Business Control or Audit in multinational Financial Companies
  • Knowledge in information system will be an advantage

Responsibilities:

  • To carry out regulatory impact assessment for new/drafting regulations and consultation papers which are circulated/ announced by the OIC/SEC/AMLO and any other regulatory changes related to business core processes.
  • To oversight and monitor the action plans following to the regulatory impact assessment to ensure that the regulatory implementation is fully complied with the regulatory changes.
  • To provide specialized regulatory advice and guidance on matters related to compliance with applicable laws and regulations including Regional Compliance Standards.
  • To assist line manager to monitor regulatory trends/developments and escalate significant development to the senior management.
  • To assist line manager to preparing report on monthly regulatory compliance matters and significant issue escalation to Regional Compliance and on quarterly basis to Risk Committee and Audit Committee.
  • To coordinate and maintain good relationship with the competent authorities and external stakeholders such as the OIC, SEC, AMLO, TLAA and Regional Compliance.
  • To review and provide comment on the marketing materials of insurance products (including but not limited to Unit Linked, Endowment, Medical Endowment, Critical Illness Rider, Credit Life etc. ) to be complied with applicable regulations and Regional Compliance Standards.
  • To carry out the ad-hoc projects assigned by Head of Compliance or Regional Office of Compliance in due course.

Qualifications:

  • Bachelor’s degree or higher in Law, Accounting, Finance, Economics or related fields.
  • 3-5 years of working experience in Compliance or related fields.
  • Working experience in insurance industry, banking and consulting firm will be advantage.

Partnership Distribution

Responsibilities:

  • Work at designated  SCB branches  or based in PLT corporate office for the assigned portfolio
  • Assign APE production for the portfolio; closely track APE on monthly, quarterly and annually against set targets
  • Lead sales discussion together with SCB RM’s and Sellers in areas relating to Product features and Risk assessment on behalf of the Bank.
  • Relationship development and management with related SCBs responsible persons – (both sellers and their managers)
  • Monitor and analyze  APE production performance to identify issues/concerns on sales and production activities
  • Liaise with internal PLT parties to ensure the smooth execution of all sales supports from PLT to SCB sellers
  • Provide sales and coaching support to SCB RM’s/Sellers to elevate their Insurance product knowledge and sales skills

 

Qualifications:

  • 2+ year experiences in sale, relationship management, insurance or banking business and/or related fields
  • Bachelor’s Degree or higher in Business and/or related fields
  • Possess “Can do” attitude, entrepreneurial spirit, practical creativity, a strong determination & commitment to deliver results
  • Good command and coordination
  • Self-motivated & proactive

Responsibilities:

  • Delivery of APE production with the area of responsibilities (particularly PVB Group) – In line with monthly, quarterly and annual APE production target
  • Highly responsive assistance in term of sales support to UOB sellers in closing sales
  • Ability to close the sales on Bank’s behalf
  • Relationship development and management with related UOB’s responsible persons – (both sellers and their managers)
  • Monitoring and analyzing the APE production performance to identify the issues/concerns on sales activities
  • Liaise with internal PLT parties to ensure the smooth execution of all sales supports from PLT to UOB sellers

 

Qualifications:

  • Bachelor degree in any area
  • Minimum 3 years’ experience in insurance market
  • Flexibility to job assignments when requested
  • Understanding in relationship management

Partnership Distribution (Training)

Responsibilities:

  • Develop training roadmap and curriculum for sellers of complicated products and OIC UL license tutorial
  • Evaluate, review and revamp course and curriculum to increase effectiveness and outcomes
  • Work with trainers and related parties in planning and developing course and sales tools of products

 

Qualifications:

  • Knowledgeable in insurance products and insurance selling techniques
  • Background in insurance business I preferable
  • Experience in lecturing topics related to securities and funds management
  • Hold an eligible investment analyst qualifications eg CISA, CFA etc.

Responsibilities:

  • Design and produce training material, training VDO, sales tools and media to support e-learning and classroom training programs
  • Prepare media which comply with the company rules and regulation and ensure that all media works are timely reviewed

 

Qualifications:

  • Bachelor degree, preferable from faculty of fine arts
  • Able to use Adobe Photoshop, illustrator, Flash etc.
  • Able to shoot and edit VDO
  • Experience of working in production house, media and developing contents
  • Background in insurance

Agency

Responsibilities:

  • Support the company’s goals through a arrange of business development, consulting and analytic sales functions
  • Have knowledge of the agency business, plus expertise in digital marketing and current trends
  • Motivate and drive sales though organic growth of current agents roaster and actively sourcing new sales through new agents
  • Able to effectively respond to ant online or telephone queries

 

Qualifications:

  • Minimum bachelor degree in any related filed
  • Solid background in Agency filed

ข้อมูลติดต่อ

วิลาวัลย์ กุลวงศ์วรพัฒน์

[email protected]

Tel: +66-2352 8113

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