Asia Plus Group Holdings Public Company Limited

Relationship Manager, Wealth Management

Asia Plus Group Holdings Public Company Limited
Posted on 9-May-21

Relationship Manager, Wealth Management

Asia Plus Group Holdings Public Company Limited

Job Highlights

  • Wealth Management
  • Relationship Manager
  • Portfolio Management

Job Description

We're looking for highly motivated, energetic candidates to help High Net Worth clients manage their wealth.
 
If you have experience in wealth management and the ability to provide asset allocation strategies in both onshore and offshore investment products including bonds, stocks, mutual fund, hedged fund, and other alternatives, this could be the right opportunity for you! 

Responsibilities:

  • To develop and retain good relationship with Wealth customer & prospects and generate business sales to achieve committed target
  • Assess customer needs and determine the right products and refer appropriately
  • Prepare and execute sales plan for prospect customer
  • Execute and track own sale’s activities against goal
  • Transform sales/services transaction into enhance customer relationship
  • Maintain a current and proficient understanding of progressively complex products and services to increase sales productivity
  • Ensure current and prospective customers have a consistent and superior experience
  • Comply all policies and procedures to ensure the safety and security of Company’s and customer’s assets
  • Follow all standard procedures to ensure acceptable audit rating for all Company’s products

Qualifications:

  • Bachelor’s Degree or Master’s Degree in related field
  • IC Complex1 License holder is a MUST
  • Possess Investment Planner License (IP License) is a plus
  • At least 5 years of experience
  • Experience in private wealth, marketing optimization processes is an advantage
  • Pleasant personality with good communication skills
  • Good command of spoken and written English
  • Good governance, Responsive, Accountability, Creativity, Enthusiasm

Additional Information

Career Level
Middle
Qualification
Degree
Years of Experience
3 years
Job Type
Full Time, Permanent

Company Overview

ASIA PLUS GROUP HOLDINGS PUBLIC COMPANY LIMITED. was incorporates in October 1974. We received a full set of licenses to operate 4 securities business in 1975 and obtained a seat on the SET as Broker No.8.in May 1987. Our Shares were listed on the SET in December 1988. Our major activities: Securities and Futures Brokerage,Securities borrowing and leading, Investment Banking, Financial Advisory and Underwriting  Services, Asset management.
With the determination to provide best quality and efficiency services and strive for excellence in human resources and technology development, the company has gained increasing trust and credibility from investors and moved forward to be one of leading securities companies in Thailand that holds top market share ranking.

Today, Asia Plus Securities Company Limited operates overall 17 branches, of which 5 branches are within Bangkok Metropolitan Area and another 12 are in provincial area.

We are the leading stock broking company, with the rapid growth and expansion, we're now providing career opportunities to people who wish to become a major part of our future success. We are now offering a unique opportunity as well as career advancement for talented persons to join our team :

Additional Company Information

Industry
General Business Services
Benefits & Others
Life insurance, Medical insurance, Performance bonus, Five-day work week