Relationship Manager

4 weeks ago


กรงเทพมหานคร, Thailand United Overseas Bank (Thai) PCL - UOB Full time

Wealth portfolio allocation.
Advised customer high net worth.
Insurance, Non life, IC.
สร้างและพัฒนาความสัมพันธ์ในระยะยาวกับลูกค้าบุคคล ในกลุ่มนักลงทุนรายใหญ่.
สนับสนุนให้ลูกค้าประสบความสำเร็จทางด้านการลงทุนตามเป้าหมายส่วนบุคคล.
ให้บริการทางการเงินอย่างมืออาชีพ แนะนำให้คำปรึกษาด้านการลงทุนในผลิตภัณฑ์ต่างๆ.
จัดการวางแผนการเงินส่วนบุคคลอย่างถูกต้อง เหมาะสม และมีความรับผิดชอบต่อลูกค้า.
จัดทำรายสรุป Customer Portfolio Report พร้อมคำแนะนำในการจัดการการเงินของลูกค้า.
ปริญญาตรีหรือโท สาขาการเงินการธนาคาร, เศรษฐศาสตร์, บริหารธุรกิจหรือสาขาอื่นที่เกี่ยวข้อง.
ทักษะด้านลูกค้าสัมพันธ์ รักงานบริการ มีมนุษยสัมพันธ์ดี.
มีใบอนุญาตนายหน้าประกันชีวิต นายหน้าประกันวินาศภัย IC License.
มีประสบการณ์เป็นที่ปรึกษาด้านการลงทุนอย่างน้อย 2 ปี.

**Faculties preferred**: Finance, Economics, Business Administration

**Job skills required**: IC License

**Job skills preferred**: Customer Relationship Management (CRM)


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