Wealth Relationship Team Leader or Manager

หน้าที่และความรับผิดชอบ

• Provide investment advisory services tailored to individual client goals and risk profiles to ensure portfolio alignment and performance.
• Acquire new-to-bank customers through proactive outreach and relationship-building activities.
• Promote and sell the Bank’s wealth, investment and financial products, including deposits, bancassurance, mutual funds, structured products, debentures, and other investment solutions.
• Cross-sell a full suite of Company’s products to deepen client relationships and meet financial needs.
• Drive growth in Assets Under Management (AUM), bancassurance premiums, and new customer acquisition.
• Maintain and strengthen relationships with existing clients by providing regular portfolio updates and personalized financial reviews
• BKK Area: The Mall Bang Khae/Langsuan Road /The Mall Bang Khae /Central Plaza Rama II/Central Pinklao,Silom Complex Jawarad/Fashion Island/Central Plaza Grand Rama 9/Central Ladprao,Siam Paragon,CentralFestival Eastville/Thonglor Central Plaza Rama 3/ Paradise Park Srinakarin /Central plaza Bangna
• Up country Area: Chon Buri / Central Si Racha Branch /Khon Kaen /Chiang Mai /Ubon Ratchathani / Udon Thani /Nakhon Sawan /Nakhon Ratchasima Central Chiang Mai / Lumpang / Phuket / Hat Yai

คุณสมบัติ

คุณสมบัติด้านความรู้และความสามารถ

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• Strong interpersonal and communication skills with a client-focused mindset.
• Knowledge of investment products, financial planning, and regulatory requirements.
• Ability to work collaboratively in a dynamic, performance-driven environment.
• Preferrable license requirements of Single License, Life Insurance License, and Non-life Insurance License

สวัสดิการ

• ทำงานสัปดาห์ละ 5 วัน
• สิทธิการเบิกค่าทันตกรรม

สวัสดิการอื่นๆ

• Annual Leaves : 15 – 17 days depends on the corporate titles Sick Leaves : 30 days Personal Leaves : 10 days Maternity Leaves : 120 days Paternity Leaves : 15 days Provident Fund Group Insurance (Medical) – The option of flex plan Dental : 2,000 THB / Year for all of corporate titles

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การเดินทาง

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การเดินทางเพิ่มเติม : ไม่ระบุ