Duang (Ping) Sae-Lee
Bangkok
Summary
Investment Advisor with a proven track record at Finnomena Mutual Fund Brokerage Securities Company, adept in financial data analysis and exceptional customer service. Excelled in tailoring investment solutions for affluent clients and leading teams at KASIKORNBANK to ensure compliance and operational efficiency. Skilled in problem-solving and communication, significantly enhancing client satisfaction and portfolio performance.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Investment Advisor (3 Years, 7 Months)
Finnomena Mutual Fund Brokerage Securities Company
07.2021 - Current
- Collaborate in acquiring and leading client relationships.
- Providing advice on a broad range of FINNOMENA investment portfolios/ products and services tailored to the sophisticated needs of affluent/ HNW clients.
- Advise on leading investment product portfolios, tailored solutions and services supported by a holistic advisory approach for clients.
Customer Service Officer (3 Months)
Jitta Wealth Asset Management Company Limited
01.2021 - 03.2021
- Interact with customers to address their concerns, answer their questions and assist them with their needs.
- Representative will often answer customer phone calls and emails, responding to customer's questions and concerns.
- Maintained a high level of product knowledge to effectively assist customers with accurate information and recommendations.
English Student (9 Months)
ABC College of English
09.2019 - 05.2020
- To study general English course with a solid foundation in English language , including enhanced knowledge of grammar , vocabulary , pronunciation , and sentence structure.
Mutual Fund Supervisor (3 Years, 8 Months)
KASIKORNBANK Public Company
01.2016 - 09.2019
- Safekeeps the fund's assets, calculates Net Asset Value and ensures the Asset Management Company complies with roles.
- Responsibilities as stated in the fund management policies and legal requirements.
- Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
Education
Bachelor of Arts - Bachelor of Economics, Finance
Thammasat University
Bangkok05-2015
Skills
- Problem-solving skills
- Financial data analysis
- Verbal and written communication
- Customer Service-oriented
- Sales techniques
- Data interpretation
Additional Information
LinkedIn:www.linkedin.com/in/duang-sae-lee
Certification
- Investment Planner License , IP License
- Associate Financial Planner Thailand , AFPT™
- Accredited Investment and Securities Analyst , AISA
Timeline
Investment Advisor (3 Years, 7 Months)
Finnomena Mutual Fund Brokerage Securities Company
07.2021 - Current
Customer Service Officer (3 Months)
Jitta Wealth Asset Management Company Limited
01.2021 - 03.2021
English Student (9 Months)
ABC College of English
09.2019 - 05.2020
Mutual Fund Supervisor (3 Years, 8 Months)
KASIKORNBANK Public Company
01.2016 - 09.2019
- Investment Planner License , IP License
- Associate Financial Planner Thailand , AFPT™
- Accredited Investment and Securities Analyst , AISA
Bachelor of Arts - Bachelor of Economics, Finance
Thammasat University
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