Private Wealth Advisor

7 days ago

Bangkok, Bangkok, Thailand CIMB Thai Bank Full time

Highlight

  • Build customer's wealth
  • Offer professional financial advice
  • Financial strategies plan or investment plan

Responsibilities

  • Manage business relationship with Privilege Banking clients and offer professional financial advice; customer service to achieve high level of customer satisfaction and retention (AUM more than 50 MB)
  • Design financial strategies, investment and portfolio model plans for individual customer
  • Build customer's wealth through Privilege Banking products
  • Review and response to customers changing needs and financial circumstances, associated risk and providing customers with information on new and existing products and services
  • Closely performs credit monitoring in compliance with the bank's policies or guidance
  • Coordinate with related departments in marketing and servicing the customers to achieve sale volume and revenue target

Qualifications

  • Master's degree in M.B.A., or Bachelor degree in Marketing, Business Economics, Financial, or related field
  • At least 2 years of experience in Wealth Banking, Private Banking, Investment HNW customer
  • Experienced in RM, knowledge in Mutual Fund products and Structure products is preferred
  • Knowledge of financial instruments, credit and business analysis, industry analysis
  • Strong interpersonal and communication skills
  • Certificate for Single License (IC), Life and Non-Life License (LIB,NIB)

If you are the challenging person, we are here for you and provide you the attractive package and good benefit

If you would like to apply or recommend someone who's capable of please contact me via
or

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