KENNEDIA CONNEXT CO., LTD.

Private Wealth Relationship Manager (VP-SVP Level)

KENNEDIA CONNEXT CO., LTD.
Posted on 27-Apr-21

Private Wealth Relationship Manager (VP-SVP Level)

KENNEDIA CONNEXT CO., LTD.

Job Highlights

  • Direct experience in asset management firm
  • Strong background handling high net worth clients
  • Self-driven and good communication skill

Job Description

Job Descriptions:

  • establishing and maintaining effective relationships with High Net Worth Clients  and contributing account retention
  • being a consultant for clients in all wealth products area; for example, investment plan, benchmark, tax aspects, etc.
  • arranging and conducting meeting with clients on regular basis to report fund performance and company’s investment outlook
  • monitoring clients’ portfolios and recommend appropriate asset allocation solutions to clients in line with client objectives and investment goals  
  • updating customer’s profiles / KYC/ CDD / ECDD
  • improving services in response to clients’ feedback

Qualifications

  • Bachelor or Master degree in Marketing, Business Economics, Financial, or related field.
  • At least 5 years of experience in Financial Industries (Asset Management preferred) handling High Net Worth Customers or Direct Clients                 
  • Knowledge of financial instruments, business analysis, and industry analysis
  • Strong interpersonal and communication skills to build rapport with clients
  • Driven and self-motivated to achieve the target and goal
  • Fluent in English communication in all areas
  • Certificate for Single License

For interested candidates, please submit your updated CV directly to Khun Norasate Prachyakorn (you can find his email address from the link below)

http://kennediaconnext.com/contact.php

WWW.KENNEDIACONNEXT.COM 

Additional Information

Career Level
Senior
Qualification
Degree
Job Type
Full Time

Company Overview

KennediaConnext is the boutique recruitment consultancy with specialisation on financial industry. At KennediaConnext, we thrive to deliver the tailored recruitment solution to our clients through its unique & meticulous candidate searching process.

Additional Company Information

Industry
Human Resources Management/Consultancy