Ultra High Net Worth Relationship Manager (Senior level)

About the Role

The Ultra High Net Worth Relationship Manager is a key revenue-driving role responsible for expanding Generali9s bancassurance business within the Ultra High Net Worth (UHNW) segment through Kiatnakin Phatra Bank. The position focuses on managing strategic bank partnerships, strengthening relationships with UHNW Financial Consultants, and delivering high-quality insurance and wealth solutions tailored to sophisticated client needs. Acting as a trusted advisor to both bank partners and internal stakeholders, the role supports sustainable business growth, enhances market competitiveness, and reinforces Generali9s position as a leading insurance partner in the UHNW segment.

Benefits

• Fixed bonus and performance bonus
• Hybrid working and remote teaming; Work from Anywhere
• Equality welfare & benefit (LGBTQA+)
• Global online training modules and personalized learning journey
• International opportunities for career growth
• Community support with employee well-being resource groups

Key Responsibilities

• Drive insurance business growth through effective management of the bancassurance partnership with Kiatnakin Phatra Bank and support product positioning and go-to-market strategies to maximize UHNW performance
• Build and maintain strong, long-term relationships with UHNW Financial Consultants at Kiatnakin Phatra Bank and deliver personalized, high-quality client servicing to enhance satisfaction, loyalty, and retention
• Provide holistic financial advisory by offering suitable insurance and wealth solutions aligned with client objectives; assess UHNW clients9 financial goals, risk profiles, and investment needs
• Analyze customer insurance needs and recommend tailored product solutions across protection, savings, and unit-linked products; work closely with Bank Financial Consultants to deliver integrated solutions
• Maintain up-to-date knowledge of market trends, product information, and competitor offerings and utilize market insights to strengthen competitive positioning
• Coordinate with internal teams including product, operations, underwriting, and claims to resolve issues impacting sales efficiency and customer experience
• Support training and capability development initiatives for bank partners and internal sales teams to enhance product knowledge and advisory effectiveness

Qualifications

• Bachelor9s degree in Finance, Business Administration, Economics, or related field (Master9s or CFA advantageous)
• Minimum 10 years9 experience in private banking, wealth management, bancassurance, or relationship management, with proven team management experience
• Proven track record in managing high-net-worth or ultra-high-net-worth client relationships and driving business growth
• Strong knowledge of insurance products, wealth planning solutions, and financial advisory concepts
• Strong analytical skills with ability to assess complex financial needs; results-driven, proactive, and resilient in a performance-driven environment
• Ability to travel upcountry when required
• Ability to communicate confidently in Thai to interact with customers and partners

Communications & Stakeholder Engagement

• Internal: close collaboration with Sales, Product, Operations, Underwriting, Claims, and Marketing teams
• External: daily engagement with Relationship Managers and Financial Consultants at Kiatnakin Phatra Bank