Listed six days ago
- Annual leave starts from 10 days per year.
- Group insurance
- Incentive Scheme
Manage and maintain strong relationships with Wealth and High Net Worth (HNW) clients
6d ago
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Listed ten days ago
This is a Full time job
- Portfolio Management, Investment Analysis, Investment Consultant
- Foreign Investment, Investment Strategy
- Possess IP, AISA, CISA, or CFA certificates are preferred
Designing portfolio frameworks and creating tailored wealth solution packages while supporting Investment Consultants in complex client cases
10d ago
Listed twenty seven days ago
- Investment Strategy
- Wealth
- CIO
The Investment Strategy role is responsible for consolidating all investment-related outputs from the CIO Office that support the Wealth Frontline
27d ago•Expiring
Listed two days ago
- Travel Allowance
- Fleet Card
- Delivering high-quality investment advice
In this role, you will serve as the strategic link between our sales teams and clients-delivering personalized investment solutions.
2d ago
Listed three days ago
This is a Full time job
Collaborate with private banking teams to promote mutual fund, provide training, and deliver investment solutions aligned with clients’ financial goal
3d ago
Listed twenty six days ago
- ที่ปรึกษาทางการเงินให้กับลูกค้าบัวหลวงเอ็กซ์คลูซีฟกลุ่ม AUM 10 ลบ. ขึ้นไป
- มีใบอนุญาตผู้แนะนำการลงทุน (IC Complex I /CFP) และนายหน้าประกันชีวิต
- สถานที่ปฏิบัติงาน : กรุงเทพมหานครและปริมณฑล
ปฏิบัติหน้าที่เป็นที่ปรึกษาทางการเงินให้กับลูกค้าบัวหลวงเอ็กซ์คลูซีฟกลุ่ม High Net Worth (AUM 10 ลบ. ขึ้นไป)
26d ago•Expiring
Listed ten days ago
This is a Full time job
Pathum Wan, Bangkok(Hybrid)
To drive the team of Investment Advisors who are responsible for the Private Wealth and Private Bank , encompassing investment products.
10d ago
Listed ten hours ago
Be an early applicant
This is a Full time job
- ให้คำปรึกษาทางการเงินและการลงทุน
- เงินเดือน สวัสดิการ และรับผลตอบแทนเพิ่มตามผลงาน (Incentive)
- มีใบอนุญาตผู้แนะนำการลงทุน, นายหน้าประกันชีวิต, นายหน้าประกันวินาศภัย
ให้คำปรึกษาทางการเงินและการลงทุน พร้อมนำเสนอผลิตภัณฑ์ทางการเงินที่ตอบโจทย์ลูกค้า
10h ago
Listed five days ago
This is a Full time job
Vadhana, Bangkok(Hybrid)
Role summary :
Responsible for implementing various projects that support operations, front office, and customer experience. Coordinate and...
5d ago
Listed twenty days ago
This is a Full time job
This role combines in-depth global macro and investment strategy expertise with high-quality financial advisory for high-net-worth clients.
20d ago
Listed twenty seven days ago
- elationships with clients through professional and trusted advisory services
- Good knowledge of investment products such as mutual funds, bonds, equities
- Holder of IC License (IC Plain and IC complex is mandatory)
Deliver trusted investment advisory services to retail and affluent clients, focusing on portfolio management, risk profiling, and suitable financial.
27d ago•Expiring
Listed five days ago
- Collaborate with product and technology teams on digital feature design, testing
- Analyze adoption rates, customer behavior, and digital activity
- Provide analytical support for the development, scaling of the USD investment
Strategic enabler providing insights, proposition design, and coordination to ensure smooth execution of Digital Wealth initiatives.
5d ago
Listed sixteen days ago
Provide multi-asset investment advice, manage portfolios, and support private banking clients with market insights and tailored strategies.
16d ago
Listed nineteen hours ago
Be an early applicant
This is a Full time job
- Unlimited incentives are provided based on ability.
- Work areas in Bangkok
- Transportation Allowance & Fleet Card
Build and lead team of Wealth Relationship Managers to acquire, build up and manage the customer’s financial portfolio to achieve the goal
19h ago
Listed nineteen days ago
- Private banking
- Financial services
- Financial institution
A leading financial institution is seeking a Client Advisor/ Relationship Manager to join their Privilege Banking team in Bangkok or Singapore.
19d ago
Listed eighteen days ago
This is a Full time job
- Investment Advisory
- Wealth Management
- Investment Products
Investment Advisors are highly experienced investment professionals who provide guidance and advice on market macros, which are...
18d ago
Listed fourteen days ago
Sales the Bank’s retail products i.e. bancassurance, Mutual Fund, wealth product
14d ago
Listed five days ago
- Opportunity to work in Singapore
- Join a leading wealth management team in ASEAN.
- Build an international client portfolio with regional exposure.
Company: 2501 UOB (Thai) Public Company Limited About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of mo
5d ago
Listed sixteen days ago
This is a Full time job
Bangkok(Hybrid)
Provide multi-asset investment advice, manage portfolios, and support private banking clients with market insights and tailored strategies.
16d ago
Listed twenty two days ago
This is a Full time job
- IC Complex 1 (P1+P2+P3) or IC Complex 2 (P1+P2)
- Financial Advisor (Support)
- Investment Consultant (Support)
To support Private Wealth and team to opening accounts, answer telephone calls or initially response to the customers' questions
22d ago
Listed seventeen days ago
This is a Full time job
Yan Nawa, Bangkok(Hybrid)
Responsibilities:
Work in conjunction with relationship manager (RM) to develop in-depth understanding and assessment of clients needs.
...
17d ago
Listed thirteen days ago
This is a Full time job
- Chance to expand your skills, broaden your industry knowledge
- A platform to develop both analytical and writing expertise in finance
- Data analytics skill is a plus
Seeking a Mutual Fund Product Specialist to analyze, select, and manage portfolios. Drive product excellence and collaborate on strategic initiatives.
13d ago
Listed nine days ago
This is a Full time job
- Loyalty, CRM, Retail
- Campaigns, privileges
- Luxury sales growth New-to-Luxe customer acquisition
Lead and drive high impact Wealth initiatives (Luxe, retention, partnerships) by owning end-to-end program delivery ensuring clear alignment.
9d ago
Listed twenty five days ago
This is a Full time job
Develop, maintain and expand long-term relationships, Provide investment strategies and recommendations on investment products
25d ago•Expiring
Listed two days ago
This is a Full time job
Bangkok Metropolitan Region(Hybrid)
฿50,000 – ฿75,000 per month
- ใช้ความรู้ทักษะการทำงานแนวที่ปรึกษาการเงินสากล
- ทำงานด้วย Digital Platform รองรับได้ทุกสถานการณ์
- Fulltime/Freelance
ร่วมเปลี่ยนประสบการณ์การทำงานสู่ Financial Advisor มืออาชีพ ใช้ความรู้สร้างคุณค่าให้ผู้คน รับรายได้ตามศักยภาพ เติบโตอย่างมั่นคงด้วยทีมและระบบสนับสนุน
2d ago
Listed ten days ago
This is a Full time job
- Private Banking
- High Net Worth
- Wealth Banking, Private Banking
Proactively Serving High Net Worth Individuals with compelling holistic investment advice and financial solutions,tailored to clients’ specific needs
10d ago
Listed twenty five days ago
Responsibilities
To develop relationship with high net worth customer (AUM more than 10 MB.) and generate business for Krungsri with focus on...
25d ago•Expiring
Listed nine days ago
- ที่ปรึกษาทางการเงินให้กับลูกค้าบัวหลวงเอ็กซ์คลูซีฟกลุ่ม AUM ไม่เกิน 10 ลบ.
- มีใบอนุญาตผู้แนะนำการลงทุน IC Complex I และนายหน้าประกันชีวิต
- สอบถามรายละเอียดเพิ่มเติม : 085-481-2111 / 02-296-8356 (คุณนิติพนธ์)
ปฏิบัติหน้าที่เป็นที่ปรึกษาทางการเงินให้กับลูกค้าบัวหลวงเอ็กซ์คลูซีฟกลุ่ม High Net Worth
9d ago
Listed two days ago
- มีพอร์ตลูกค้าให้ดูแล
- มีค่า Transport Allowance
- มีบัตร Fleet Card น้ำมัน
สร้างความสัมพันธ์กับลูกค้า ให้คำปรึกษาทางการเงินแบบครบวงจรและบริหารพอร์ตการลงทุนสำหรับลูกค้ากลุ่ม Wealth ครอบคลุมด้านการลงทุน
2d ago
Listed twenty five days ago
This is a Full time job
- Enhance relationship with high net worth customer
- Investment advisor, Wealth
- Possess a single license
นำเสนอให้คำแนะนำและปิดการขาย...
25d ago•Expiring
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