Wealth Relationship Manager
Wealth Relationship Manager
Posted on :
15-01-2025
Employer Active
1 Vacancy
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Job Description
About them:
Our client is a leading brokerage company in Thailand with over 50 years of experience.
Responsibilities:
- Responsible for managing relationships with existing wealth clients and acquiring new potential wealth clients.
- Conduct market research to identify potential clients and understand their needs.
- Collaborate with the product and marketing teams to develop and implement effective client acquisition campaigns.
- Plan analyze and assess the investment needs of clients in the portfolio and recommend suitable investment solutions to each client based on their risk appetite and preferences.
- Facilitate investment transactions for clients to ensure smooth and accurate processes are maintained as well as coordinate with related parties to ensure excellent service is always provided to clients.
- Prepare call plans call reports and execute according to plan to foster relationships with existing clients and expand the new client pipeline.
- Maintain ethical and good governance standards that comply with market conduct rules and regulations.
Qualifications:
- Bachelors degree or higher in Finance Accounting Business Administration Economics or related fields.
- Proven track record of building and managing client relationships.
- Strong knowledge of financial markets investment products and regulatory requirements.
- Excellent communication negotiation and interpersonal skills.
- Ability to work independently and as part of a team.
- Having an IC license.
Employment Type
Full Time
Key Skills
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