Wealth Relation

**Title**:Wealth Strategic Management**: - Formulate and implement a comprehensive strategy for KBank’s Wealth Management division, ensuring optimization and alignment with the bank’s revenue generation objectives. - Work closely with senior leadership to ensure the strategy is robust and actionable, serving as a guiding framework for various teams...

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...

**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...

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...

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...

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...

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 -...

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...

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...

รายละเอียดงาน **รูปแบบงาน**: งานประจำ **จำนวนที่รับ**: ไม่ระบุ **สถานที่ปฏิบัติงาน**:...

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...

FWD spans Hong Kong, Macau, Thailand, Indonesia, the Philippines, Singapore, Vietnam and Japan. In Thailand, established in 2012, FWD Thailand aims to provide customer-led insurance coverage whether it be savings, personal accident, retirement plans, or investment-linked insurance. Along with TMB, our bank partner and with over 900 staffs, we deliver fresh...

FWD spans Hong Kong, Macau, Thailand, Indonesia, the Philippines, Singapore, Vietnam and Japan. In Thailand, established in 2012, FWD Thailand aims to provide customer-led insurance coverage whether it be savings, personal accident, retirement plans, or investment-linked insurance. Along with TMB, our bank partner and with over 900 staffs, we deliver fresh...

FWD spans Hong Kong, Macau, Thailand, Indonesia, the Philippines, Singapore, Vietnam and Japan. In Thailand, established in 2012, FWD Thailand aims to provide customer-led insurance coverage whether it be savings, personal accident, retirement plans, or investment-linked insurance. Along with TMB, our bank partner and with over 900 staffs, we deliver fresh...

FWD spans Hong Kong, Macau, Thailand, Indonesia, the Philippines, Singapore, Vietnam and Japan. In Thailand, established in 2012, FWD Thailand aims to provide customer-led insurance coverage whether it be savings, personal accident, retirement plans, or investment-linked insurance. Along with TMB, our bank partner and with over 900 staffs, we deliver fresh...

FWD spans Hong Kong, Macau, Thailand, Indonesia, the Philippines, Singapore, Vietnam and Japan. In Thailand, established in 2012, FWD Thailand aims to provide customer-led insurance coverage whether it be savings, personal accident, retirement plans, or investment-linked insurance. Along with TMB, our bank partner and with over 900 staffs, we deliver fresh...

สมัครโปรดคลิกที่ปุ่ม "Apply" **Job Description**: Job Summary This role be responsible for the execution of customers and front-line campaigns designed to drive sales growth. A primary function of this role is to create and execute sales and customer campaign that drive the local adoption and support scaling the...

สมัครโปรดคลิกที่ปุ่ม "Apply" **Job Description**: - Interpret data, analyze results that using statistical techniques and provide ongoing reports- Develop and implement database, data collection systems, data analytics and other strategies that optimize statistical efficiency and quality- Acquire data from primary or...