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Relationship Manager - Private Banking

Relationship Manager – Private Banking - January 26, 2021





Job Summary
The Private Banker is mainly responsible for recommending the investment products to the clients that aligned with client’s appetite, together with fostering relationship with existing and new clients in order to maximize revenue to bank.


Job Descriptions

  • Recommend the appropriate investment products to high net worth clients which matches each client’s risk appetite
  • Foster relationship with existing clients, and solicit new potential clients in order to maximize revenue to bank
  • Responsible for the client’s investment transaction to ensure the smooth and accurate process is always delivered
  • Provide other services to clients, i.e. preparing detailed information of privileges and benefits in order to increase higher customer satisfaction
  • Always maintain the standard of investment recommendation which comply to rules and regulations of Bank of Thailand and Stock Exchange Trade


Qualification

  • Bachelor’s degree or higher in Finance, Accounting, Business Administration, Economics or related field
  • Minimum of 5 years direct experience in Private Fund, investment products, equity, or related products
  • Experience in fostering relationship with high net worth clients is preferable
  • Strong knowledge in investment products
  • Possess IC Complex and CFP license


Recruiter
Somsakul

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