Wealth Customer Relationship Manager (Northeast)

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 customer on Bank’s products and services (Investment/Protection/Deposit/Lending) and delivering Financial Well Being.
• Professionally manage the customer’s financial portfolio to achieve the goal and to fulfill the objective by balancing return, expense, risk, and liquidity in short/medium/long term plan.
• Continuously develop and deepen the 360-degree relationship with the assigned group of customers by providing a regular value-added engagement to individual/family.

Qualifications

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

Additional Information

Location : Ubon Ratchathani, Udon Thani, Saraburi, Donmuang.