Relationship Manager Position - Wealth Banking

Mass Recruitment

บริษัทจัดหางานอเด็คโก้ (ประเทศไทย) จำกัด

Step out for the great career opportunity. Apply now as Relationship Manager - Wealth Banking
บริษัทจัดหางานอเด็คโก้ (ประเทศไทย) จำกัด

388 S.P. Building, 11th Floor, Zone A
Samsennai, Phayathai, Bangkok 10400


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For more information, Please contact
Khun Kanjana
Tel: 02-121-3517

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Position Applied / ตำแหน่งงานที่สมัคร :

Relationship Manager- Wealth Management

Salary: 35,000-80,000

Job Responsibilities

  • Provide consulting on Asset allocation to clients
  • Identify, build and deepen relationships to gain incremental wallet share of the affluent segment.
  • Create Wealth for clients by evaluating their investment requirements and diverse risk requirement as well as provide investment products include insurance, solutions and services specially tailored to meet their unique investment objectives.
  • Maintain relationship by provide regular value-added engagement with clients face-to-face meetings at client's location, consistent communication, access to seminar, etc.
  • Expand Wealth customer base and increase AUM.
  • Referring business to other businesses of the bank, loan, cash management, etc.
  • Provide daily/ weekly/ monthly MIS report as required by supervisor.


Job Qualifications

  • Thai native speaker
  • Bachelor Degree /Master Degree in Related Field
  • 2-5 years'experience in Relationship Manager in Mutual funds and insurance selling (Banking firm will be advantage)
  • Execllent communication skill with passion to meet target and perform high performance
  • Good command of English
  • Possess Investment Consultant License (IC), IP or CFP license will be advantage
  • Insurance brokerage License with experience on field