Added 802 days ago

Private Wealth Advisor

LocationBangkok

Job typePermanent

Salary20,000-50,000 ฿

Job FunctionBanking, Insurance & Financial Services

IndustryBanking/ Financial Services

Job IDJN -022022-74567


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.

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