Private Wealth Relationship Manager (Junior - Senior)

Job Description:

Location: Pathumwan, Bangkok

Job Purpose

Responsible for promoting and selling investment and financial products, including deposits,

bancassurance, mutual funds, structured products, debentures, and other investment products.

Job Responsibilities

• Identify and acquire new Preferred Banking customers.
• Achieve assigned sales targets and business development objectives.
• Grow customer assets under management (AUM), customer acquisition, bancassurance, and
• Provide personalized investment advice based on individual clients financial goals, investment product sales, objectives, and risk profiles.
• Build and maintain strong relationships with existing and potential clients.
• Monitor investment portfolios and provide regular investment updates and reports to clients
• Deliver professional financial advisory services and ensure high customer satisfaction and retention.
  
  

Qualifications

Bachelor's degree or higher in a related field.

Minimum 2 years of experience in Banking or Insurance, handling Upper Affluent or High-Net-Worth (HNW) clients.

Possess Relevant Professional Licenses, Such As:

Investment Consultant License (IC Complex 1) or IP, Life Insurance Broker License (LIB), Non-Life Insurance Broker License (NIB)

Qualifications:

Strong client relationship management and communication skills.

Good negotiation, problem-solving, and conflict management skills.

Required Competencies & Skills

Sales and Customer Service

Negotiation Skills

Conflict Management

Investment Product Knowledge

Why Is This a Great Opportunity:

Come work for a Strong International Bank!

Salary Type : Monthly

Salary Min : ฿ 50000

Salary Max : ฿ 200000

Currency Type : THB