Wealth Acquisition

2 weeks ago

Bangkok, Bangkok, Thailand CIMB Thai Bank Full time ฿600,000 - ฿1,200,000 per year

  1. Customer Wealth Acquisition

  2. Identify and acquire high-net-worth individuals (HNWIs) and emerging affluent clients.

  3. Develop and execute strategies to grow the wealth customer base through referrals, partnerships, and targeted campaigns.

  4. Conduct profiling and needs analysis to match clients with suitable wealth solutions.

  5. Business Development

  6. Drive new business opportunities through market intelligence, competitor analysis, and client segmentation.

  7. Collaborate with internal stakeholders (e.g., product, marketing, digital) to design acquisition initiatives.

  8. Monitor performance metrics and optimize acquisition strategies based on data insights.

  9. Event Planning & Execution

  10. Coordinate with partners, venues, and internal teams for the smooth event and acquire new to Preferred customers.

  11. Leverage events to generate leads and deepens client relationships.

  12. Relationship Manager (RM) Support

  13. Work closely with RMs to provide qualified leads and ensure smooth onboarding process.

  14. Support RM training and enablement for wealth acquisition campaigns.

  15. Track performance and provide feedback to enhance conversion rates.

  16. Reporting & Compliance

  17. Maintain accurate records of acquisition activities and client interactions.

  18. Ensure all processes comply with internal policies and regulatory requirements.
  19. Prepare regular reports for management review.

Qualifications

  • Bachelor's degree or higher in Business Administration, Finance & Banking, Marketing or related fields
  • Minimum 3–5 years of experience in wealth management, private banking, or financial services.
  • Proven track record in acquiring high-net-worth clients and driving business growth.
  • Experience in event planning and client engagement activities, preferably in a financial or luxury services context.
  • Familiarity with wealth products (e.g., mutual funds, structured products, insurance, portfolio management).

For more information please contact :

Remark: The Bank requires the verification of criminal records prior consideration for employment to ensure secured and maintain standards of the organization.

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