17:I[832,["669","static/chunks/app/(Engagement)/similar-jobs/%5Bid%5D/page-03848a0deb1d5ccd.js"],"default"] 19:I[5878,["669","static/chunks/app/(Engagement)/similar-jobs/%5Bid%5D/page-03848a0deb1d5ccd.js"],"Image"] 18:T688,

Job summary

Provide comprehensive financial advisory and portfolio management for Upper Affluent/Wealth customers across investment, protection, deposit, and lending solutions to support holistic Financial Well-Being. Build and deepen 360-degree customer relationships through tailored, value-added engagements that align short-, medium-, and long-term financial goals.

Job description

Fully competent in giving financial advice to Upper Affluent/wealth customer on Bank's products and services (Investment/Protection/Deposit/Lending) and delivering Financial Well Being.
Professionally manage the customer's financial portfolio to achieve the goal and to fulfill the objective by balancing return, expense, risk, and liquidity in short/medium/long tern plan.
Continuously develop and deepen the 360-degree relationship with the assigned group of customers by providing a regular value-added engagement to individual/family.

Qualifications

Bachelor / master's degree, preferably in Marketing, Finance or other Business Administration.
With IC complex 1 license qualification will be preferred.
At least 2 years experience in Banking/Insurance Industries handling Upper Affluent customers.
Good personality and with growth mindset.
Excellent skills in client relationship and development, communication, problem solving.

Location

Samut Prakarn
Chonburi
Pattaya
Rayong

Note: Looking for Thai people only.

Wealth Customer Relationship Manager (Eastern) (T00026200)