Chadaporn Jadejunprapa

Marketing Manager at Principal Asset Management Co., Ltd.
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Contact Information
us****@****om
(386) 825-5501
Location
Bangkok, Bangkok City, Thailand, TH

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Credentials

  • CFP® Module 1 and 2 Candidate
    Thai Financial Planners Association
    Feb, 2020
    - Nov, 2024
  • Presentation skills Certificate
    StepPlus
    Jan, 2019
    - Nov, 2024
  • Investment Consultant (IC Complex Type 2) License
    Securities and Exchange Commission, Thailand
    Nov, 2014
    - Nov, 2024
  • Life Insurance Broker (LIB) License
    Office of Insurance Commission
    Jan, 2011
    - Nov, 2024
  • Non-Life Insurance Broker (NIB) License
    Office of Insurance Commission
    Jan, 2011
    - Nov, 2024

Experience

  • Principal Thailand
    • Thailand
    • Financial Services
    • 1 - 100 Employee
    • Marketing Manager
      • May 2016 - Present

      - Pioneering, building, and coaching financial advisor team with more than 70 active members under observation from the beginning. - Generating mutual fund front-end and management fees up to 10 million baht per annum and boosting asset under management (AUM) to 1.35 billion baht for the company. - Developing strong relationship with and providing mutual fund products and asset allocation recommendations tailored to high net worth customers. - Conducting research into benefit package for financial advisors and launching marketing campaigns accordingly to boost sales for current and acquire new financial advisors. - Analyzing global financial markets, presenting and providing timely investment fund recommendations for financial advisors. - Coordinating with other departments to ensure smooth client’s investment transaction, comply with regulation and improve customer experience. - Outlining work plans, allocating and monitoring cost budget, the team’s profit and loss (P&L) report for CEO. Show less

  • UOB
    • Singapore
    • Banking
    • 700 & Above Employee
    • Relationship Manager – Wealth Banking
      • Dec 2015 - Apr 2016

      - Developed long-term relationship with high net worth clients with specialized banking and investment solutions to meet their financial goals. - Designed appropriate financial strategies plan for individual customers and closely responding to customers’ changing needs and financial circumstances. - Developed long-term relationship with high net worth clients with specialized banking and investment solutions to meet their financial goals. - Designed appropriate financial strategies plan for individual customers and closely responding to customers’ changing needs and financial circumstances.

  • Standard Chartered Bank
    • United Kingdom
    • Banking
    • 700 & Above Employee
    • Personal Financial Consultant
      • Nov 2010 - Nov 2015

      - Provided the tailored cross-selling banking product offerings and best customer services to retail clients. - Awarded the ‘Excellent Club’ top sales person by achieving sales target for all types of banking products including credit card, bank deposits, housing and SME loans, investment funds, insurance products. - Worked closely with risk management department for customers’ credit approval. - Provided the tailored cross-selling banking product offerings and best customer services to retail clients. - Awarded the ‘Excellent Club’ top sales person by achieving sales target for all types of banking products including credit card, bank deposits, housing and SME loans, investment funds, insurance products. - Worked closely with risk management department for customers’ credit approval.

Education

  • The Eastern University of Management and Technology
    Bachelors, Bachelor of Accountancy Program
    2004 - 2007

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