An exciting opportunity has arisen for a Senior Wealth Relationship Manager in Bangkok. Our client, a leading player in the financial services industry, is known for their innovative approach to wealth management. They offer a dynamic work environment where collaboration and excellence are encouraged. This role offers 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:
As a Senior Wealth Relationship Manager, you will play an integral role in shaping the financial futures of high net worth individuals. Your expertise will guide your clients through a vast array of investment portfolios and products, providing tailored solutions that meet their unique needs. You'll be responsible for developing strong client relationships, delivering superior service while identifying opportunities for cross-selling future investment opportunities. Your role will also involve creating solutions for clients in the management and transfer of their wealth. Working towards specific individual, team, and revenue targets will be key to your success.
- 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:
The ideal candidate for this Senior Wealth Relationship Manager position will bring a wealth of experience from the financial sector. You should have a Bachelor’s degree or higher in Business Administration, Finance, Accounting, Economics or a related field. Your outstanding personal and professional relationships within the affluent segment will be crucial to your success. You should possess excellent client-service orientation along with outstanding communication skills. A strong understanding of financial products coupled with technical competence in delivering holistic wealth planning solutions is required. Excellent presentation skills, problem-solving attitude and a proven track record in client acquisition and wealth management are also essential.
- Bachelor’s degree or higher, in Business Administration, Finance, Accounting, Economics, or related field
- Outstanding personal and professional relationship within the affluent segment
- Excellent client- and service-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
- Drive and motivation to work in a target-oriented and high-performance culture
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 is an organisation that values the input of its employees and encourages professional growth and development. They are committed to providing a supportive work environment where employees can thrive.
What's next:
If you're ready to take your career to the next level with this exciting opportunity, don't hesitate!
Apply today by clicking on the link! Please note that only shortlisted candidates will be contacted.
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
