Wealth Relationship Manager (ฺBangkok)
Siam Commercial Bank PCL (SCB)Financial/Banking/Securities, Insurance
Today
Full Time
3 - 10 Year
Bangkok and its Vicinity
Bachelor's Degree or Higher
Negotiable + Commission
Job Summary
The main responsibilities are to provide professional financial advisory and services to SCB First clients.
Job Descriptions
- Responsible for managing relationship with existing wealth clients and acquiring new potential wealth clients
- Plan, analyze, and assess investment need of customer in portfolio, together with recommend suitable investment solution to each client based on risk appetite and preference
- Facilitate investment transaction to clients to ensure smooth and accuracy process are maintained, as well as coordinate with related parties to ensure excellent services is always brought to clients
- Prepare call plan, call report, and execute according to plan to foster with the existing clients and expanding new client pipeline
- Maintain ethical and good governance standard that comply with market conduct, and rules and regulations
Qualifications
- Bachelor's degree or higher in Finance, Accounting, Business Administration, Economics, and related fields
- Minimum of 5-year direct experiences in banking, investment advisory, or insurance
- Sound knowledge in investment and insurance products
- Possess IC, LIB, Unit Link and NIB licenses
- Good presentation skill, enthusiastic, observant, meticulous and able to work under pressure
- Provident Fund
- Staff training and development
- 5-day work week
- Social security
- Health insurance
- Accident Insurance
- Employee's uniform
Siam Commercial Bank PCL (SCB)Siam Commercial Bank (SCB)provides universal financial solutions to all customer segments with the best in benefits and full social responsibility. We are looking for responsible, enthusiastic, high caliber people with potential to join our team.
Location9 Ratchadaphisek Rd. Chatuchak, Chatuchak, Bangkok 10900
Contact personStaffing, Human Resources Group
Telephone0-2795-5862
Website
