The successful candidate will be sitting in a NEWLY established team of private bankers. The job will be very challenging and yet very rewarding; the company is ready to pay an appealing incentive for those who can achieve the target. We expect someone who has a strong commercial sense, a go-getter attitude, and her/his own client database.
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
- Coordinate with related parties as needed to execute clients' transactions or needs and get information respectively
- 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.
