Head of Wealth Customer Relationship Manager
4 days ago
Nakhon Ratchasima City Municipality, ไทย
ttb bank
เต็มเวลา
ฟรีด้วยอีเมลหรือ Google
บันทึกงานนี้และจัดระเบียบการค้นหาของคุณ
สร้างบัญชีฟรีเพื่อบันทึกงาน สร้างการแจ้งเตือน และกลับมาที่รายการนี้จากแดชบอร์ดของคุณ
ฟรีด้วยอีเมลหรือ Google
เมื่อดำเนินการต่อ แสดงว่าคุณยอมรับ ข้อกำหนด & นโยบายความเป็นส่วนตัว.
Job summary
You will drive the bank’s wealth management strategy, leading a team to expand the affluent customer base and deliver tailored financial solutions.
Job description
• Lead & Develop the Wealth Relationship Team – Build, mentor, and manage a high-performing team to drive customer acquisition, portfolio management, and financial advisory services.
• Drive Customer Growth & Engagement – Acquire new-to-bank customers, strengthen relationships with existing clients, and proactively provide personalized financial planning advice and products that aligns with their needs and risk profiles.
• Ensure Service Excellence & Collaboration – Foster seamless banking experiences through internal coordination, ensuring high service standards and long-term customer satisfaction. Qualifications
• Bachelor’s degree or higher in Marketing, Finance or Business Administration.
• Minimum 7 years of experience in financial institutions, with at least 3 years in a managerial role overseeing Relationship Managers or Wealth Relationship Managers.
• Investment Consultant License (IC Complex2) / Life & Non-Life Insurance Broker License.
• Strong leadership capabilities with a customer-centric approach and a deep understanding of banking products.
• Excellent skills in communication, and problem-solving skills. Location
• Nakhon Ratchasima
• Khon Kaen
• Udon Thani Note: Looking for Thai people only.
Job description
• Lead & Develop the Wealth Relationship Team – Build, mentor, and manage a high-performing team to drive customer acquisition, portfolio management, and financial advisory services.
• Drive Customer Growth & Engagement – Acquire new-to-bank customers, strengthen relationships with existing clients, and proactively provide personalized financial planning advice and products that aligns with their needs and risk profiles.
• Ensure Service Excellence & Collaboration – Foster seamless banking experiences through internal coordination, ensuring high service standards and long-term customer satisfaction. Qualifications
• Bachelor’s degree or higher in Marketing, Finance or Business Administration.
• Minimum 7 years of experience in financial institutions, with at least 3 years in a managerial role overseeing Relationship Managers or Wealth Relationship Managers.
• Investment Consultant License (IC Complex2) / Life & Non-Life Insurance Broker License.
• Strong leadership capabilities with a customer-centric approach and a deep understanding of banking products.
• Excellent skills in communication, and problem-solving skills. Location
• Nakhon Ratchasima
• Khon Kaen
• Udon Thani Note: Looking for Thai people only.