Ultra High Net Worth Relationship Manager (Bancassurance)

About the Company

• Fixed bonus and performance bonus
• Hybrid Working and remote teaming
• Work from Anywhere
• Equality Welfare & Benefit (LGBTQA+)
• Global online training modules to personalized learning journey
• International Opportunities for Career Growth
• Community Support with Employee well-being resource groups

Here at Generali, we are committed to diversity and equality of opportunity for everyone. Due to the nature of this role, it is essential that you can communicate confidently in the Thai language, in order to interact with our customers and partners.

About the Role

Ultra High Net Worth Relationship Manager
Reports to: Head of Sales – Bancassurance
Function: Commercial / Bancassurance & Partnership

Job Summary: The Ultra High Net Worth Relationship Manager is responsible for developing, managing, and expanding long-term relationships with Ultra High Net Worth Individuals (UHNWIs) and their families through the bancassurance channel. The role focuses on delivering holistic wealth and financial solutions, driving revenue growth, ensuring regulatory compliance, and enhancing the bank’s brand presence while collaborating closely with internal stakeholders to provide end‑to‑end client solutions.

Responsibilities

• Build and maintain strong, long-term relationships with Ultra High Net Worth clients and families to drive client loyalty and asset growth.
• Provide holistic financial advisory services, including investment strategies, credit solutions, estate planning, and wealth preservation.
• Identify and execute cross-selling opportunities across banking, insurance, and wealth products aligned with client objectives.
• Collaborate with product specialists, investment advisors, and internal teams to deliver integrated and tailored client solutions.
• Monitor and review client portfolios, proactively identifying risks, opportunities, and changing client needs.
• Ensure full compliance with regulatory requirements, internal policies, and risk management standards.
• Represent the bank at client events, networking activities, and community engagements to strengthen brand visibility and market presence.
• Ensure end-to-end readiness of products, sales processes, and operational support to enhance sales effectiveness, and coordinate with stakeholders to resolve issues impacting sales performance.
• Support training initiatives and contribute to sales capability development within the team.

Qualifications

• Education: Bachelor’s degree in Finance, Business Administration, Economics, or a related field. Master’s degree, CFA, or relevant professional certifications are an advantage.
• Experience: Minimum 5–7 years in private banking, wealth management, or relationship management with proven track record managing Ultra High Net Worth or High Net Worth client portfolios and demonstrated success in asset growth and revenue generation.
• Core Competencies: Strong knowledge of investment products, credit structures, insurance, and wealth planning solutions; excellent analytical and problem-solving skills; client-centric mindset with strong relationship-building capabilities; results-driven, proactive, and resilient under pressure; strong communication, negotiation, and stakeholder management skills; ability to travel upcountry when required.

Additional Information

• Internal stakeholders: Close collaboration with Sales, Product, Investment Advisory, Operations, Risk, and Compliance teams.
• External stakeholders: Ongoing engagement with Ultra High Net Worth clients, partners, and external stakeholders.