Wealth Relation

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...

LocationBangkok Job typePermanent Salary25,000-100,000 ฿ CategoryBanking, Insurance & Financial Services Experience1-3 Years IndustryBanking/ Financial Services Career Level Junior Number of Vacancy 1 **Responsibilities**: **Position**: Relationship Manager/ Personal Financial Advisor (Loan/Wealth) - Sales of the Bank's retail products i.e....

Key Responsibilities: - Work closely with Business Analyst and Development Team to ensure the problems are escalated and fixed in time. - Manage relationships with end-users and client's IT team. - Coordinate with relevant parties for business enhancement or customization. - Create manual and documentation for users and operation staff. - Conduct training...

Key Responsibilities: - Plan, create and evaluate digital marketing campaigns (SEO/SEM) for online channels and social networks like Google, Facebook, Line, IG, Youtube and related bloc. - Coordinate with internal teams and use data from web tracking tools like Google Analytics, Web STAT etc. to analyze and evaluate customer data and check the effectiveness...

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...

Provide strategic direction for the Cryptocurrency Wealth Management team, aligning activities with organizational goals. Develop and implement initiatives to enhance the overall customer experience. Work closely with and report to the Senior Customer Support Manager, ensuring alignment of Cryptocurrency Wealth Management strategies with broader customer...

รายละเอียดงาน **รูปแบบงาน **:งานประจำ**จำนวนที่รับ **:ไม่ระบุ**สถานที่ปฏิบัติงาน **:กรุงเทพมหานคร(เขตสาทร)**เงินเดือน(บาท)...

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...

**Responsibilities**: - Manage a Project Board Members Team in developing, implementing, and delivering a solution to the customer with based on Term and Conditions of the contract agreement - Plan, schedule project timelines and milestones using appropriate tools, execute, and implement projects according to stipulated deadlines and within budget 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...

**Responsibility** - Be the key point of contact and cultivate long-term mutuallybeneficial client relationship with in-depth understanding ofclients' situation, objectives, and risk profiles - Provide customized Wealth advisory solution with optimal assetallocation model and access to a variety of invest products based on theirinvestment objectives -...

Build customer s wealth. Offer professional financial advice. Financial strategies plan or investment plan. Manage business relationship with Privilege Banking clients and offer professional financial advice; customer service to achieve high level of customer satisfaction and retention (AUM more than 10 MB). Design financial strategies, investment and...

Build customer s wealth. Offer professional financial advice. Financial strategies plan or investment plan. Manage business relationship with Privilege Banking clients and offer professional financial advice; customer service to achieve high level of customer satisfaction and retention (AUM more than 10 MB). Design financial strategies, investment and...

Build customer s wealth. Offer professional financial advice. Financial strategies plan or investment plan. Manage business relationship with Privilege Banking clients and offer professional financial advice; customer service to achieve high level of customer satisfaction and retention (AUM more than 10 MB). Design financial strategies, investment and...

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 Us ธนาคารกสิกรไทย กลุ่มบริษัทผู้ให้บริการด้านการเงินชั้นนำของไทย...

least 10 years experience. Bancassurance Product. Good command of English in written. **Job scope**: Responsible for Bancassurance sales and revenue target with focus on wealth segment customers. Develop and implement long-term sales strategy and tactical/marketing campaigns to deliver both short and long term key drivers and results. Manage and coach...

Leading Pan-Asian Insurer. Experience in Insurance or Banking Industry. Working across with BA Sales and SCB branch staff. This position is mainly serving the Wealth 2 UPC segment of the bank in term of product knowledge, process knowledge, concern and coordination between support team and sale team for the complicated issues. Serve as front line and primary...

Manage business relationship with Privilege Banking clients and offer professional financial advice; customer service to achieve high level of customer satisfaction and retention (AUM more than 10 MB). Design financial strategies, investment and portfolio model plans for individual customer. Build customer s wealth through Privilege Banking products. Review...

Serve as front line and primary contact person in handling incoming calls for all enquiries and service requests from Wealth 2 UPC customer. Work Cross functional with acquire all relevant to deliver service for BA Sales and SCB branch staffs. Analyze target Wealth 2 UPC group and planning with banks to achieve goals. Contribute and support on Month-end...