Wealth Customer Relationship Manager (Bangkok) (T00026176)

About the Role

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.

Responsibilities

• Fully competent in giving financial advice to Upper Affluent/wealth customers on the Bank’s products and services (Investment/Protection/Deposit/Lending) and delivering Financial Well Being.
• Professionally manage the customer’s financial portfolio to achieve goals by balancing return, expense, risk, and liquidity in short/medium/long term plans.
• Continuously develop and deepen the 360-degree relationship with the assigned group of customers by providing regular value-added engagement to individuals and families.

Qualifications

• Bachelor’s or master’s degree, preferably in Marketing, Finance or other Business Administration.
• IC Complex 1 license qualification preferred.
• At least 2 years’ experience in Banking or Insurance industries handling Upper Affluent customers.
• Good personality with a growth mindset.
• Excellent skills in client relationship and development, communication, and problem solving.