Private Bank and Special Project

11 hours ago

Bangkok, Bangkok, Thailand Thai Group Holdings Full time

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.

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