Wealth Management

**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...

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

**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...

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...

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

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...

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...

**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...

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...

**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...

**Job Scope** - Work closely with Head of Deposit and Payment Products Management to provide management and administrative support. - Help Head of Deposit and Payment Products Management to make the best use of her time by dealing with secretarial and administrative tasks. - Utilize extensive knowledge of organization. Keep contact with key personnel both...

**All positions require a criminal background check.** - Investment / Economics / Priority Banking **Investment Advisor**: - Date: 3 Mar 2025 - Location: Bangkok, Thailand - Company: Kiatnakin Phatra Securities Public Company Limited **Job Summary**: Investment Advisor is responsible to provide wealth management service to targeted clients who would...

About Us ธนาคารกสิกรไทย กลุ่มบริษัทผู้ให้บริการด้านการเงินชั้นนำของไทย...

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...

This is a unique opportunity to be the key driver in building StashAway’s business in Thailand, changing how consumers experience investing and wealth management. As part of a regional high-growth FinTech scale-up, you will work in a diverse and fast-paced environment, focusing on the responsibilities defined below while also contributing to the overall...

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