Private Banker

Job Descriptions:Provide investment consultation and develop good relationship to high-net-worth individuals (>50MB wealth) to maintain and increase Share of Wallet by KBank investment productsExtract necessary information about customers to support team in dept. for pre-sales call to help prepare sales proposals and to support portfolio planning for accountsAssist Private Wealth Relationship Management Team on customer planning and in preparing customer information or as requestedCoordinate with related parties as needed to execute clients' transactions or needs and acquire information correspondingly, and also serve as customer's secondary point of contact to department if other team is not availableMaintain current investment knowledge and information on existing products, policies and portfolio management skillsQualificationsMaster's degree in MBA, finance, Econs, Marketing or related fields from recognized universities.At least 2 years' experience in Private Banking or High-net-worth (>50 MB wealth) / Fund ManagerRequired CFP Level 2 or Above / Single LicenseExperience in Private Banking for High-net-worth individuals (>50 MB wealth) / Fund Manager or other banking backgroundHave sophisticate financial products knowledge will be highly considered.Have banking product knowledge would be a plus.Have pleasant personality with good communication skills.Location: Bhiraj Tower at EmQuartierหมายเหตุ: ตำแหน่งงานนี้จำเป็นต้องตรวจสอบประวัติอาชญากรรมของบุคคลก่อนพิจารณารับเข้าทำงาน เพื่อความปลอดภัยและรักษามาตรฐานขององค์กรRemark: This position requires a criminal record information check prior consideration for employment to ensure safety and maintain standards of the organization.