Wealth Business

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...

**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...

**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...

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**: - 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...

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...

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**: **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...

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 - 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 - Develop...

**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...

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 -...

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...

**Objective**: Business Intelligence (BI) works with a diverse group of people and across teams, both internal and external. The BI team focuses on identifying the needs to transform BAU processes & workflows in order for FINNOMENA to become the No.1 trusted digital wealth management platform for both customers and our Financial Advisors. You will be...