Private Bank and Special Project
2 weeks ago
Key Responsibilities:
- Client Acquisition & Relationship Management: Build and manage a portfolio of high-net-worth clients, ensuring personalized service to meet their evolving needs.
- Tailored Advisory: Provide strategic investment and insurance advice across a range of asset classes to achieve target which matches risk profile of customers.
- Family Wealth Planning: Work with specialists to deliver comprehensive family wealth planning solutions, including holding company structure, family governance, succession planning, family office setup, and more.
- Acquire new clients through strategic networking with existing networks and targeted prospecting efforts.
- Deliver exceptional client service by ensuring exact transaction execution, prompt responses to client inquiries, and alignment with their financial goals.
- Monitor and optimize clients' investment portfolios to ensure alignment with their objectives and strategies.
Qualifications:
- Bachelors degree or higher in Business Administration, Banking and Finance, Economics, Accounting, Marketing, or a related field
- Minimum 5 years of experience in Private Banking, Investment, or Wealth Management, experience in working with high-net-worth clients is preferred.
- Experience in offshore investments or offshore work is an advantage.
- Holder of relevant investment and insurance licenses; CFP or AFPT certification is a plus.
- Fluent in both spoken and written English
- Strong interpersonal and leadership skills, with a passion for sales and client service, hard-working, ambitious, and capable at delivering effective presentations.
- Client Focus: Proven ability to understand and address the unique needs of high-net-worth individuals and families.
-
Bangkok, Bangkok, Thailand ttb bank Full timeJob Summary :As a Private Banker, your primary role is to deliver tailoredwealth management solutions and build enduring relationshipswith High Net Worth (HNW) customers. You will act as atrusted advisor, ensuring clients' financial well-being by offeringcomprehensive guidance across investment, protection, depositsand lending.Job description : Provide...
-
Bangkok, Bangkok, Thailand ttb bank Full timeRole SummaryAs a Private Banker, your primary role is to deliver tailored wealth management solutions and build enduring relationships with High Net Worth (HNW) customers. You will act as atrusted advisor, ensuring clients' financial well-being by offering comprehensive guidance across investment, protection, depositsand lending.Job description : Provide...
-
Private Banking Customer Relationship Manager
2 weeks ago
Bangkok, Bangkok, Thailand ttb bank Full timeJob description :Provide "Wealth Management" solutions, advice, and develop good relationships with High Net Worth customers.Nurture and retain existing HNW customers and entice former clients back into the Bank.Acquire and win new customers, especially HNW families.Continuously develop relationships with a financial portfolio of customers.Act as a private...
-
Private Banker
2 weeks ago
Bangkok, Bangkok, Thailand ธนาคารกสิกรไทย Full timeTitle: Private BankerJob DescriptionProvide 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...
-
Senior Project Management
6 days ago
Bangkok, Bangkok, Thailand ttb bank Full timeJob summaryThe Project Manager is responsible for leading and overseeing end‑to‑end delivery of digital platform initiatives for the bank's customer-facing channels, including Mobile Banking, Web Application, and Tablet. This role ensures that projects are executed according to plan, delivered on time, within scope, and within budget while maintaining...
-
Bangkok, Bangkok, Thailand Krung Thai Bank PCL Full timeตำแหน่ง: เจ้าหน้าที่ - หัวหน้าส่วน Private Wealth Management (Assistant Relationship Manager)สังกัด: ทีม Markets Solutions and Innovation (งานด้าน Private Wealth Management (PWM)) Job DescriptionSales & Client Servicing SupportSupport Relationship Managers in...
-
Senior Project Management
2 weeks ago
Bangkok, Bangkok, Thailand ttb bank Full timeJob summaryTheProject Manageris responsible for leading and overseeing end‑to‑end delivery of digital platform initiatives for the bank's customer-facing channels, includingMobile Banking, Web Application, and Tablet. This role ensures that projects are executed according to plan, delivered on time, within scope, and within budget while maintaining high...
-
Bangkok, Bangkok, Thailand ECBA Full timeCompany DescriptionECBA is a specialized financial solutions provider dedicated to supporting Chinese companies in expanding their global footprint. Focused on addressing diverse client needs, our team of experienced advisors delivers tailored financial strategies. At ECBA, we are committed to empowering businesses with solutions designed to foster success...
-
VP Institutional Banking Compliance
6 days ago
Bangkok, Bangkok, Thailand LH BANK Full timeVP - Institutional Banking ComplianceJob Description :Advise or suggest or supervise the best solution to business units on regulatory concerns to functional units in compliance with laws and regulations relating to Institutional banking compliance.Execute specific assignments to meet Institutional banking regulatory compliance's objectives.Communicate and...
-
Markets Solutions and Innovation team
2 weeks ago
Bangkok, Bangkok, Thailand Krungthai Bank Full timeRole: Relationship Manager - Private Wealth ManagementPosition:เจ้าหน้าที่อาวุโส (Senior Officer) - หัวหน้าส่วน (AVP) Private Wealth ManagementTeam:ทีม Markets Solutions and Innovation (งานด้าน Private Wealth...
