Head of Wealth Customer Relationship Manager Bangkok and Metropolitan/Central (T00026174)

Job summary

Provide comprehensive financial advisory and portfolio management for Upper Affluent/Wealth customers across investment, protection, deposit, and lending solutions to support holistic Financial Well-Being. Build and deepen 360-degree customer relationships through tailored, value-added engagements that align short-, medium-, and long-term financial goals.

Job description

·       Build and lead team of Wealth Relationship Managers to acquire, build up and manage the customer’s financial portfolio to achieve the goal and serve Upper Affluent/wealth customers with competent and upscale service level to strengthen customer relationship.

·       Develop and advice financial solution knowledge/skill to Wealth Relationship Managers to giving financial advice to Upper Affluent/wealth customers on Bank’s products and services (Investment/Protection/Deposit/Lending) and delivering Financial Well Being.

·       Proactive evaluate customer investment needs in comparing with diverse risk to provide consultation on investment products, solutions and services that meet customer unique investment objectives.

·       Lead team to increase / acquire new customer to the bank (increase the number of new to bank customer) and develop/ expand wealth customer base according to the bank’s target.

·       Lead, Identify, develop and deepen the 360-degree relationships with a focus on wealth management and financial Planning.

·       Internal coordination with related department / party to provide a seamlessly / flawless service to customer.

Qualifications

·       Bachelor / master’s degree, preferably in Marketing, Finance or other Business Administration.

·       Minimum 7 years’ experience in financial institutions and has at least 3 years experiences in manager level with RMs / wealth RMs will be preferred.

·       Investment Consultant License (IC Complex2), Life Insurance Broker License, Non-Life Insurance Broker License.

·       Good personality and with growth mindset, strong banking product knowledge.

·       Excellent skills in leadership, client handling, communication, organization, problem solving, and conflict management.

·       Excellent skills in client relationship and development, communication, problem solving.

Location

·       Bangkok Metropolitan Region

·       Upcountry