Team Lead
2 weeks ago
Role&responsibilities:
- Providing needs analysis for clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan
- Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
- Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan for opportunities in upsell/cross sell and business retention
Qualifications:
- Master's or Bachelor's degree in Accounting, Finance, MBA, Economics or related fields
- At least 5-10 years' experience of wealth / financial / Investment products advisory
- License required : CFP,IP, Life Insurance and Non-Life Insurance
- Skill in Financial Planning, Advisory and Presentation Skill, Sale Strategy is required
- Pleasant personality with good communication skills
Location: Bangkok Bank (Bangkok)
For more information please contact : K.Nitiphon ,
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