Relationship Manager (Team Head)

A leading financial institution in Bangkok is seeking a Relationship Manager Team Head to join their esteemed team. This role offers you the opportunity to nurture and maintain meaningful connections with high net worth and institutional clients, ensuring their satisfaction and long-term engagement. You will be empowered to design bespoke financial strategies and investment plans tailored to each client’s unique goals, while monitoring portfolios and providing insightful recommendations. The organisation is committed to fostering a supportive environment where your expertise is valued, and your professional growth is encouraged through ongoing training opportunities. With a competitive salary package and flexible working arrangements, this position is ideal for someone who thrives in an inclusive, collaborative setting and is passionate about delivering exceptional client service.

What you'll do:

As a Relationship Manager Team Head based in Bangkok, you will play a pivotal role in shaping the success of both your clients and your team. Your day-to-day responsibilities will centre around building trust-based relationships with high net worth individuals and institutional clients, understanding their evolving needs, and crafting tailored financial solutions that help them achieve their goals. You will collaborate closely with internal teams across marketing and client services to deliver seamless experiences for clients while driving business growth. By staying attuned to market developments and regulatory changes, you will provide timely advice that empowers clients to make informed decisions. Your ability to foster teamwork within your department will be essential in creating an environment where everyone feels supported, valued, and motivated to excel.

• Manage and maintain strong relationships with key clients, including high net worth individuals and institutional clients, ensuring their satisfaction and fostering long-term engagement.
• Design comprehensive financial strategies, investment plans, and customised portfolio models that align precisely with each client’s financial objectives.
• Monitor and analyse clients’ investment portfolios regularly, offering thoughtful recommendations for rebalancing in response to evolving market conditions.
• Track changes in clients’ financial needs and circumstances attentively, keeping them informed about new and existing financial products and services.
• Expand the client base by developing new relationships and presenting suitable financial solutions tailored to individual requirements.
• Coordinate effectively with relevant departments such as marketing and client services to achieve sales targets and revenue goals collaboratively.
• Uphold professional ethics at all times while providing financial advisory services in strict compliance with regulatory standards.
• Lead by example within your team, promoting a culture of collaboration, knowledge sharing, and mutual support among colleagues.
• Contribute actively to the achievement of organisational objectives by leveraging your expertise in relationship management and capital markets.
• Maintain up-to-date knowledge of industry trends, regulations, and best practices to ensure the highest quality of service delivery.

What you bring:

To excel as a Relationship Manager Team Head in this prestigious institution, you will bring extensive experience gained over at least ten years within relationship management or investment advisory roles. Your academic background in finance or related disciplines equips you with the technical foundation needed for success. You possess recognised certifications that further validate your expertise. Your interpersonal skills allow you to connect meaningfully with clients from various walks of life; you communicate complex ideas simply yet persuasively. Your approach is always considerate—placing the needs of others first—and you thrive when working together towards shared goals. You have developed deep knowledge of mutual funds and structured products through hands-on experience. Above all else, your unwavering commitment to ethical conduct ensures every recommendation you make is grounded in integrity.

• Bachelor’s degree or higher in Finance, Investment, Economics, Business Administration or related fields is required for this position.
• At least 10 years of proven experience in relationship management, investment advisory or capital market–related roles is essential for success.
• Possession of an Investment Consultant License or other relevant certifications such as IC Complex, CFP or CFA will be considered advantageous.
• Exceptional communication skills are necessary for engaging effectively with clients from diverse backgrounds.
• Outstanding presentation abilities enable you to convey complex information clearly and persuasively during meetings or seminars.
• Negotiation skills are vital for reaching mutually beneficial agreements with clients while maintaining positive relationships.
• A positive attitude combined with a client-oriented mindset ensures you consistently deliver empathetic service tailored to individual needs.
• Strong teamwork skills are required for collaborating harmoniously within cross-functional teams across departments.
• Prior experience specifically in Relationship Management with solid knowledge of Mutual Funds and Structured Products will be highly valued by the organisation.
• Demonstrated commitment to ethical standards ensures compliance with all relevant regulations when providing financial advice.

What sets this company apart:

This organisation stands out as one of Bangkok’s most respected financial institutions due to its steadfast commitment to nurturing talent within an inclusive environment. Employees benefit from flexible working opportunities designed to promote well-being alongside generous pension contributions that secure their future. The company invests heavily in ongoing training programmes so staff can continually expand their knowledge base while advancing professionally. Supportive leadership encourages open communication across all levels—ensuring everyone feels heard—and fosters a sense of belonging regardless of background or experience level. The workplace culture emphasises collaboration over competition; colleagues share insights freely so everyone grows together. By joining this team, you become part of a network dedicated not only to achieving business success but also making a positive impact on clients’ lives through responsible financial stewardship.

What's next:

If you are ready to take the next step in your career journey by joining an organisation that values collaboration, empathy, and professional growth—this is your chance!

Apply today by clicking on the link below; seize this opportunity to make a lasting difference for both yourself and your clients.

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