Added 185 days ago

Private Wealth Advisor


Job typePermanent

Salary20,000-50,000 ฿

CategoryBanking, Insurance & Financial Services

Experience1-3 Years

IndustryBanking/ Financial Services

Career Level Junior

Number of Vacancy 1

Job Responsibilities

  • Give advice to strategic customers for retail products such as bancassurance, mutual fund, wealth products including cross selling other Bank’s products.
  • Expand and explore new opportunity to prospect customers.
  • Manage strategic portfolio by analyzing, building, and maintaining relationship with preferred customers.
  • Manage and work closely with related departments and partners to drive business performance to achieve targets.
  • Achieve individual assigned target revenue and KPIs.

Experience requirements

  • At least 1 years of experience in personal advisor role - wealth related.
  • Have Life & Non-Life insurance license.
  • Have IC license.

Education requirements

  • Bachelor or higher degree in Business Administration, Economics or other related fields.

Contact Person

  •   Pacharaporn Promphun
  •  Adecco
  •  Tel.+66 2121 3555 Ext.3520