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Senior Wealth Relationship Manager

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An exciting opportunity has arisen for a Senior Wealth Relationship Manager to join a leading player in the financial services industry. This role is perfect for someone who thrives in a dynamic work environment where collaboration and excellence are encouraged. The successful candidate will have the chance to provide advice on a broad range of investment portfolios/products and services tailored to the sophisticated needs of affluent/high net worth clients.

What you'll do:

  • Collaborate in acquiring and leading client relationships
  • Provide advice on a broad range of investment portfolios/products and services tailored to the sophisticated needs of affluent/high net worth clients
  • Advise on leading investment product portfolios, tailored solutions, and services supported by a holistic advisory approach
  • Deliver superior service to our clients and seek opportunities to deliver cross-selling future investment opportunities
  • Develop solutions for clients in the creation, management, and transfer of their wealth
  • Work towards specific individual, team, as well as revenue targets

What you bring:

  • Bachelor’s degree or higher, in Business Administration, Finance, Accounting, Economics, or related field
  • License: IC License with Complex Level 2 (for minimum requirement)
  • Outstanding personal and professional relationship within the affluent segment
  • Excellent client-orientation as well as outstanding communication skills
  • Strong financial product knowledge and technical competence in the understanding, development, and delivery of holistic wealth planning solutions
  • Excellent presentation and interpersonal skills
  • Problem-solving attitude
  • Proven track record in client acquisition and management of wealth for clients is essential

What sets this company apart:

Our client is a leading player in the financial services industry, known for their innovative approach to wealth management. They offer a dynamic work environment where collaboration and excellence are encouraged. This company values its employees and provides them with opportunities to grow and develop professionally. They believe in fostering a culture of inclusivity and diversity, where every employee's contribution is valued.

What's next:

If you're ready to take the next step in your career, don't hesitate!

Apply today by clicking on the link.

Due to the high volume of applications, our team will only be in touch if your application is shortlisted.

Robert Walters Recruitment (Thailand) Limited
Recruitment License No.: น. 1188 / 2551

Contract Type: FULL_TIME

Specialism: Banking & Financial Services

Focus: Private Wealth Management

Industry: Financial Services

Salary: Negotiable

Workplace Type: Hybrid

Experience Level: Mid Management

Location: Bangkok Province

Job Reference: BK3KQF-A9E86F30

Date posted: 08 July 2024

Consultant: Sureeporn Thaworntaweewong

Phone number: +66 2 3444840

s.thaworntaweewong@robertwalters.co.th

Sureeporn Thaworntaweewong

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