At Webull, we believe that everyone should have an equal opportunity to control their own financial future.
In order to make this a reality, we work tirelessly to make sure all the key trading features (a comprehensive news cycle, real-time market data, and analytical tools) are completely free. We pride ourselves on our consistent platform innovation and granular datasets that will drive our customers to make smarter financial decisions. We are expanding and currently looking for the following person to join our team.
Relationship Management
Responsibilities
- Nurture, retain, and expand relationships with existing High Net Worth (HNW) clients, while actively acquiring new high-potential clients.
- Facilitate investment transactions and coordinate with internal teams to deliver seamless, high-quality client service.
- Maximize client assets and revenue from Assets Under Management (AUM) through expert advisory across Webull's products and benefits.
- Deepen client engagement through ongoing, value-added interactions that promote long term financial well-being.
- Provide comprehensive Wealth Management services tailored to the needs of HNW clients.
- Any ad-hoc tasks as assigned.
Qualifications
- Bachelor's degree or higher in Finance, Business, Economics, or a related field.
- Minimum of 3 years of experience in Wealth Relationship Manager.
- Demonstrated ability to build, manage, and strengthen client relationships.
- Strong understanding of financial markets, investment products, and relevant regulations.
- Excellent communication and interpersonal skills.
- Ability to work effectively both independently and as part of a team.
- Must hold a valid IC license.
Benefits
- Social security
- Group Health Insurance
- Provident Fund
- 16 days Annual leave
- Quarterly team dinner
- Meals and Refreshments
- Bonus (based on performance and company's profit)
Location: Webull Securities Thailand, Gaysorn Amarin Tower (BTS Chidlom)
