WB Relationship Manager
On-siteMueang Nonthaburi, Nonthaburi, Thailand
Job Summary
Manage Wealth Banking client relationships by providing comprehensive financial advice tailored to client needs and analyzing risk profiles to recommend diverse products such as funds, bonds, and insurance. Regularly review and update client investment portfolios to ensure alignment with financial goals and market conditions while meeting sales and AUM targets through client acquisition and retention. Maintain up-to-date information on market trends and investment outlooks for clients and strictly adhere to bank policies and compliance regulations. Collaborate with internal teams and support units to deliver exceptional client service.
Required Qualifications
- Bachelor's degree in Finance, Banking, Economics or other related fields
- Minimum 3 years experience in a Relationship Manager role or financial services industry, especially with Wealth Banking segment
- Strong communication, presentation and negotiation skills
- Excellent interpersonal skills and ability to build relationships with customers
- Ability to work under pressure and achieve challenging targets
- Strong analytical and problem-solving skills
- Fluent in English for both speaking and writing
Desired Qualifications
- IC License and/or IP License (Investment Advisor / Life Insurance)
- Deep understanding of various financial products and services including funds, mutual funds, stocks and insurance
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