Wealth Relationship Manager

2 weeks ago

Bangkok, Bangkok, Thailand ธนาคารกสิกรไทย Full time
Title: Wealth Relationship Manager
Job Description
  • 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 financial solution portfolio performance, investments opportunities, risks appetite
  • Deliver effective and efficient support to Affluent clients
Job Qualification
  • Bachelor's Degree or Higher in Finance, Accounting, Business Administration, Economics, or related field
  • At least 2-3 years' experience in wealth management
  • Experience and expertise in investment and insurance products
  • Certificated for IC / Life/Non-Life is an advantage
  • Strong interpersonal and communication skills.
  • Client relationship skills
Certification/License

Life Insurance

Non-Life Insurance

Remark: This position requires a criminal record information check prior consideration for employment to ensure safety and maintain standards of the organization.

Requisition ID: 624

Job Function: Distribution Network Division

Company: KASIKORNBANK PUBLIC COMPANY LIMITED

Work Location: กรุงเทพฯ และปริมณฑล Bangkok Metropolitan region

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