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Naruworn Suribud

Naruworn Suribud

Investment Strategist / Assistant Vice President

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location of Naruworn SuribudBangkok, Bangkok City, Thailand

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  • Timeline

  • About me

    Investment Strategist / Senior Officer/ Kiatnakin Phatra Securities PCL

  • Education

    • Saint Gabriel's College

      2012 - 2015
      High School Diploma Science-Mathematics

    • จุฬาลงกรณ์มหาวิทยาลัย

      2015 - 2019
      Bachelor of Engineering - BE Survey Engineering graduated with a Second class honors

      Activities and Societies: • Head of Survey Engineering Student; Coordinator Between Professor and Students, organized all activities • ChAMP#1 Chulalongkorn Alumni Mentorship Engineering Programme; Selected from over 1,000 candidates by interviewing and attitude testing; Completed full-year mentoring sessions and skill development events offered by top-level executives and qualified trainers Achievements and Interests: • Design Thinking for Business Innovation; Organized a design thinking workshop for university students; Researched “Redesign Banking Experience for low income”; Researched “Redesign Teaching Experience for Young Professors”; presented findings to class• Young Financial Star Competition; Learned investment strategy with simulation trading programme; Presented financial and investment knowledge to committee• Leadership; Conducted public speaking and… Show more Achievements and Interests: • Design Thinking for Business Innovation; Organized a design thinking workshop for university students; Researched “Redesign Banking Experience for low income”; Researched “Redesign Teaching Experience for Young Professors”; presented findings to class• Young Financial Star Competition; Learned investment strategy with simulation trading programme; Presented financial and investment knowledge to committee• Leadership; Conducted public speaking and posture development workshop; Best survey engineering student representative award for 2 years; Chulalongkorn student representative for university activities • Hobbies; Piano; Golf; Guitar; full driving licence Show less

    • Bayes Business School

      2019 - 2020
      Master degree Investment management

      Module:Equity Analysis, Fixed Income, Quantitative Methods for Investment Management, Advanced Company Valuation, Portfolio Management, Investment Strategy, Advanced Financial Statement Analysis, Portfolio Theory, Structured Products, Visual Basic in Finance, Financial Statement Analysis and Valuation in Banks, Alternative Investments, Trading and Market Microstructure, Research Methods for Finance Professionals

  • Experience

    • CGS-CIMB Securities

      Jan 2021 - May 2022
      Investment Strategist / Assistant Vice President

      • Assisted in managing asset allocation portfolios for High-Net-Worth Investors• Presented investment research and strategies to the public in the company public events• Liaised with Investment consultants for giving daily investment advice• Organized mutual fund weekly program for giving investment advice to investor and investment consultants• Analysed all types of mutual funds for asset selection and wrote weekly mutual funds research

    • Bank of Thailand

      Jul 2022 - Oct 2022
      Risk Modeling Examiner

    • PTT Public Company Limited

      Nov 2022 - Apr 2023
      International Trade Business Development Specialist

      • Researched and monitored significant business development opportunities relevant to international trade.• Identified and explored new business initiatives aligned with international trade.• Developed budget plans and presented KPIs for the business development department.

    • Kiatnakin Phatra Securities PCL

      Jun 2023 - now
      Investment Solution Senior Officer

      • Provided training to RMs on financial planning, with a focus on retirement planning and insurance planning.• Organized and facilitated financial planning seminars and workshops for diverse audiences, including Thai Oil employees, healthcare professionals, recent graduates, and retirees.• Produced educational finance content, including short videos on Taxila (KKP learning platform) and financial planning VLOGs featured on Thairath Money• Prepared concise one-page summaries and investment reports for RMs, presented during weekly programs• Prepared and presented monthly unit-linked investment reports and analyzed client portfolios to recommend cautious actions for significant downturns Show less

  • Licenses & Certifications

    • คุณวุฒิวิชาชีพที่ปรึกษาการเงิน (Associate Financial Planner Thailand, AFPT™)

      สมาคมนักวางแผนการเงินไทย
      Dec 2023

    • CFP Module 1-2

      สมาคมนักวางแผนการเงินไทย
      Oct 2023

    • SET Junior Wealth Advisor

      The Stock Exchange of Thailand
      Nov 2021

    • ใบอนุญาตนายหน้าประกันชีวิต

      สำนักงานคณะกรรมการกำกับและส่งเสริมการประกอบธุรกิจประกันภัย
      Jan 2024

    • IC Complex1

      Securities and Exchange Commission, Thailand

    • IP license

      Securities and Exchange Commission, Thailand
      Oct 2023