Relationship Manager (private wealth)

Location: Bangkok Province, Thailand
Job Type: Permanent
Salary: Negotiable
Specialization:
Sub Specialization: Investment,
Contact: Patcharaphan Jearsavaswattana
Reference: JO-2009-447540

Responsibilities:

  • Provide investment consultation and develop a good relationship with high-net-worth individuals (>50MB wealth) to increase the market share of the company
  • Create and execute sales plans
  • Working with related BUs to execute clients' transactions
  • Maintain current investment knowledge and information on existing products, policies, and portfolio management skills
  • Comply with all policies and procedures to secure the Company's and customer's assets

Qualification:

  • Having Thai nationality
  • Holding a Bachelor's degree
  • Having his/her own customer database
  • Having experience selling mutual funds
  • Holding IC (mandatory)
  • Holding CFP (preferable)
  • Having a polite and mature personality




If you have any questions, please call 02 078 7325 and ask to speak with the Finance Team.