Wealth Strategic Management

**All positions require a criminal background check.** - Investment / Economics / Priority Banking **Private Banker at KKP Wealth**: - Date: 23 Jan 2025 - Location: Bangkok, Thailand - Company: Kiatnakin Phatra Securities Public Company Limited **Job Summary**: **About KKP Wealth** KKP Wealth is a leader in Thailand’s private banking sector, delivering...

Responsibility - provide personalized holistic wealth advisory and solutions to Affluent clients and plan their finances to meet their financial goals - Manage business relationship with Client and offer professional financial advice - Build customer’s wealth through Banking products. - Update Affluent clients regularly on markets, and offer integrated...

Experience in Wealth or Investment Products. Digital Marketing & Product Management. Expereince in FinTech is a plus. Key Responsibility. Strategic Thinking & Planning. Plan & develop overall strategies with sharp targeting to acquire new wealth customers (e.g. Unit Trust); cross sell digital insurance with major insurance partners via UOB TMRW app. Oversee...

Our client is a property development company. Currently, They are looking for a sales manager (Wealth Relation) with high-rise condominium and low-rise experience to join their company. - Maintaining a deep knowledge of company products and services. - Developing, planning, and implementing marketing strategy including product and communication of project...

Responsibility - เป็นผู้เชี่ยวชาญด้านการบริหารความมั่งคั่ง (Wealth Specialist) ทำงานร่วมกับผู้ดูแลความสัมพันธ์ลูกค้า (Relationship Manager : RM)...

Wealth Management รับสมัครด่วน สถานที่ปฏิบัติงาน : กรุงเทพมหานคร(เขตพญาไท) สาขาอาชีพหลัก : ขาย สาขาอาชีพรอง : ขาย รูปแบบงาน :...

สมัครโปรดคลิกที่ปุ่ม "Apply" **Job Description**: - Responsible for managing relationship with existing wealth clients and acquiring new potential wealth clients - Plan, analyze, and assess investment need of customer in portfolio, together with recommend suitable investment solution to each client based on risk...

About FWD Group FWD Group is a pan-Asian life and health insurance business with more than 12 million customers across 10 markets, including some of the fastest-growing insurance markets in the world. The company was established in 2013 and is focused on changing the way people feel about insurance. FWD’s customer-led and digitally enabled approach aims...

สมัครโปรดคลิกที่ปุ่ม "Apply" **Job Description**: - Study the customer insights analytics, market change and trends, and prepare executive summary and analysis report to management - Monitor the progress tracking of Private Banking projects and campaigns to ensure that the deliverables are align with the plan -...

Wealth portfolio allocation. Advised customer high net worth. Insurance, Non life, IC. หน้าที่งาน. สร้างและพัฒนาความสัมพันธ์ในระยะยาวกับลูกค้าบุคคล...

Online Acquisition. Marketing Communication. Wealth Product. Job Responsibilities. Expansion of traditional and non-traditional partner for alternative opportunities to source wealth customers. Scale and grow incremental sales volume from alternative sources focusing on new ideas and out of the box initiatives. Scale up and ensure good customer journey and...

About the Role As a Product Manager/Owner, you will be the driving force behind the success of our investment and wealth product portfolio. This role calls for a deep passion for creating exceptional customer experiences within the fintech and investment space. You’ll leverage your strong data-driven mindset, AI skills, and technical acumen to guide...

บริหารการขาย Wealth. บริหารทีมงาน. พัฒนาทีมงาน. หน้าที่งาน. รับผิดชอบภาพรวมผลการดำเนินการของสาขาให้เป็นไปตามเป้าหมาย, KPI...

Identifying & pursuing partnership opportunities with new potential & existing partners. Developing and implementing a comprehensive strategic partnership strategy & plan aligned with company goals and objectives. Managing & enhancing relationships with key decision-makers at new & existing partner organization. Negotiate partnership agreements, including...

Position Summary Role and Responsibilities - Identifying & pursuing partnership opportunities with new potential & existing partners. - Developing and implementing a comprehensive strategic partnership strategy & plan aligned with company goals and objectives. - Managing & enhancing relationships with key decision-makers at new & existing partner...

สมัครโปรดคลิกที่ปุ่ม "Apply" **Job Description**: **Job Description**: - Assisted Sales Governance Manager in: - Development of sales control process to ensure the proper functioning of day-to-day monitoring, sales assurance, and surveillance. - Ensure proper monitoring of sales process taking places to detect key...

เมื่อวานนี้ - คุณสมบัติพื้นฐาน - งานประจำ- 8 - 10 ปี- กทม. (บางรัก)- ปริญญาโทหรือสูงกว่า- สามารถเจรจาต่อรองได้-...

Create a Sponsorship Marketing strategic plan. - Present company products and services, including developing annual marketing plans. - Expand the customer base and maintain relationships with existing clients. - Develop strategic sales plans to achieve set objectives. - Coordinate with the team to ensure work aligns with customer requirements. - Manage...

**Customer-Centric Design**: Champion a customer-first approach, ensuring our investment products deliver intuitive, seamless, and delightful user experiences. **Data-Driven Decision Making**: Utilize data insights to inform product decisions, prioritize features, and measure success against key performance indicators. **AI-Powered Innovation**: Leverage AI...

**Welcome to Brighter!** Ready to be part of a company that is not only winning, but transforming in the most exciting way! In Thailand, we are a team of experts who believe in building brighter futures for our clients and community by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. At...