Bangkok Bank Public Company Limited

Wealth Advisor - Team Lead

Bangkok Bank Public Company Limited
Posted on 27-Apr-21

Wealth Advisor - Team Lead

Bangkok Bank Public Company Limited

Job Highlights

  • wealth team lead
  • private
  • relationship manager

Job Description

Job Responsibilities

  • Manage team to achieve financial targets with overall responsibility for development of wealth banking in set of branches
  • Perform Sales role in dealing with Wealth Banking Customer based by developing and maintaining good relationship both with new and existing Wealth Banking Customers.
  • Manage business relationship with clients and offer the integrated financial solution under customer’s needs understanding in order to enhance customer profitability
  • Highly professional customer service to advice on investment and product i.e. Mutual Fund, Fix Deposit, Insurance and/or other alternative investment.
  • Build relationships with high net-worth customers by meeting or by telephone regularly, especially on special occasion such as birthday in order to develop and manage relationships.
  • Coordinate with the branch or related departments in marketing and servicing the customers
  • Comply with bank policies & procedures, code of conduct and all regulations / notices / guidelines issued by the Bank of Thailand and the Securities Commission of Thailand

Job Requirements

  • Master's or Bachelor's degree in Accounting, Finance, MBA, Economics or related fields
  • At least 10 years' experience of wealth / Investment products advisory
  • 3 - 5 years' experience of sales leadership
  • License required : IP, IC complex , Life Insurance and Non-Life Insurance
  • Skill in Advisory and Presentation Skill, Sale Strategy is required
  • Pleasant personality with good communication skills

Working Location : Bualuang Exclusive Hub

If you require more information, please contact K.Kanyanat  02-296-8172

Additional Information

Job Type
Full Time, Permanent

Company Overview

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Bangkok Bank Public Company Limited

Additional Company Information

Financial Services