Private Banker: High Net Worth

About the Role

Provide investment consultation and develop good relationship to high-net-worth individuals (>50MB wealth) to maintain and increase Share of Wallet by KBank investment products

• Extract necessary information about customers to support team in dept. for pre-sales call to help prepare sales proposals and to support portfolio planning for accounts
• Assist Private Wealth Relationship Management Team on customer planning and in preparing customer information or as requested
• Coordinate with related parties as needed to execute clients' transactions or needs and acquire information correspondingly, and also serve as customer’s secondary point of contact to department if other team is not available
• Maintain current investment knowledge and information on existing products, policies and portfolio management skills

Qualifications

• Master's degree in MBA, finance, Econs, Marketing or related fields from recognized universities.
• At least 2 years experience in Private Banking or High-net-worth (>50 MB wealth) / Fund Manager
• Required CFP Level 2 or Above / Single License
• Experience in Private Banking for High-net-worth individuals (>50 MB wealth) / Fund Manager or other banking background
• Have sophisticate financial products knowledge will be highly considered.
• Have banking product knowledge would be a plus.
• Have pleasant personality with good communication skills

Location

BHIRAJ TOWER at EmQuartier

Additional Information

หมายเหตุ: ตำแหน่งงานนี้จำเป็นต้องตรวจสอบประวัติอาชญากรรมของบุคคลก่อนพิจารณารับเข้าทำงาน เพื่อความปลอดภัยและรักษามาตรฐานขององค์กร
Remark: This position requires a criminal record information check prior consideration for employment to ensure safety and maintain standards of the organization.