WB Relationship Manager
On-siteBangkok, Bangkok, Thailand
Job Summary
Manage Wealth Banking customer relationships to meet the bank's business objectives by establishing and maintaining connections with both new and existing clients. Present suitable financial products and services, including investment, protection, and insurance solutions, while providing personalized financial advice to help clients achieve their goals. Analyze client needs and risk profiles to recommend appropriate investment portfolios. Adhere strictly to bank policies and procedures, track and report performance against assigned targets, and participate in continuous training to enhance skills. Maintain a Single License or equivalent authorization.
Required Qualifications
- Bachelor's degree in Banking, Finance, or related field
- Minimum 2 years experience in banking or financial product sales, especially in Wealth Banking
- Strong communication, presentation, and negotiation skills
- Good interpersonal skills to build relationships with customers
- Ability to work under pressure and meet targets
- Single License or other relevant license
Desired Qualifications
- Experience in Wealth Banking will be considered as a plus
- Good knowledge and understanding of various financial products and services
- Ability to use English well (reading, writing, and speaking)
- Willingness to participate in training and development programs
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