Relationship Manager – Wealth Management (Manager/ Team Head)

A prestigious financial institution in Bangkok is seeking a Relationship Manager – Wealth Management to join their accomplished team. This opportunity is ideal for you if you are passionate about nurturing meaningful connections with high net worth and institutional clients, and you thrive on delivering bespoke financial solutions that truly make a difference. The organisation is renowned for its commitment to excellence, offering an inclusive environment where your expertise will be valued and your professional growth supported through ongoing training opportunities. You will benefit from flexible working arrangements, generous pension contributions, and the chance to work alongside knowledgeable colleagues who are dedicated to sharing their insights and supporting your success. If you are looking for a role where your interpersonal skills, industry knowledge, and client-centric approach can flourish, this position offers the perfect platform for you to excel.

What you'll do:

As a Relationship Manager – Wealth Management, your day-to-day activities will centre around building genuine rapport with high net worth individuals and institutional clients. You will be entrusted with understanding their unique financial goals and crafting bespoke investment strategies that reflect their aspirations. Your role involves regular monitoring of client portfolios, staying ahead of market trends, and making timely recommendations that help safeguard their interests. By keeping abreast of changes in clients’ circumstances or market developments, you ensure they remain well-informed about relevant products or services. You will also play an integral part in expanding the organisation’s client base by developing new relationships founded on trust and mutual respect. Working collaboratively across departments such as marketing and client services will be key to achieving collective targets. Throughout all interactions, you will uphold ethical standards while acting as a reliable advisor who responds thoughtfully to every client need. Your contribution will extend beyond individual performance as you share insights within the team environment—helping foster a culture of supportiveness and shared success.

• Cultivate and maintain enduring relationships with high net worth individuals and institutional clients by consistently delivering attentive service and personalised financial guidance.
• Design comprehensive financial strategies, investment plans, and customised portfolio models that align closely with each client’s unique objectives and aspirations.
• Monitor and analyse client investment portfolios on an ongoing basis, proactively providing thoughtful recommendations for rebalancing in response to evolving market conditions.
• Stay attuned to changes in clients’ financial needs and circumstances, ensuring they are always informed about new and existing products that may benefit them.
• Expand the client base by identifying potential prospects, building trust-based relationships, and offering suitable wealth management solutions tailored to their requirements.
• Collaborate closely with marketing, client services, and other relevant departments to achieve shared sales and revenue targets through effective teamwork.
• Uphold the highest standards of professional ethics while providing financial advisory services that comply fully with all regulatory requirements.
• Act as a dependable resource for clients by responding promptly to inquiries, addressing concerns with empathy, and maintaining open lines of communication at all times.
• Contribute positively to the team environment by sharing knowledge, supporting colleagues’ development, and participating actively in group initiatives.

What you bring:

To excel as a Relationship Manager – Wealth Management, you bring extensive experience from the finance sector—particularly in roles focused on relationship management or investment advisory services. Your academic background provides a solid foundation for understanding complex financial instruments while your practical experience equips you with nuanced insights into capital markets. You possess recognised certifications that underscore your commitment to professional excellence. Your interpersonal strengths shine through in every conversation; whether presenting intricate portfolio strategies or negotiating terms on behalf of clients, your approach remains considerate yet persuasive. A naturally positive outlook paired with genuine empathy allows you to connect deeply with clients—ensuring their needs are always prioritised. Within teams, your collaborative nature fosters an atmosphere where everyone feels supported; you willingly share knowledge gained from previous successes managing mutual funds or structured products. Above all else, your dedication to ethical practice ensures that every recommendation is made responsibly—with both regulatory compliance and client wellbeing at heart.

• Bachelor’s degree or higher in Finance, Investment, Economics, Business Administration or related fields is required for this position.
• At least 10 years of experience in relationship management, investment advisory or capital markets-related roles is essential for success.
• Possession of an Investment Consultant License or other relevant certifications such as IC Complex, CFP or CFA would be highly advantageous.
• Exceptional communication skills enable you to present complex information clearly while fostering trust-based relationships with clients.
• Outstanding presentation abilities allow you to articulate sophisticated investment concepts in an accessible manner tailored to each audience.
• Polished negotiation skills empower you to secure mutually beneficial outcomes for both clients and the organisation.
• A positive attitude combined with a client-oriented mindset ensures that every interaction is handled with care and professionalism.
• Demonstrated ability to work effectively within teams highlights your collaborative spirit and willingness to support others’ growth.
• Prior experience specifically in Relationship Management involving Mutual Funds or Structured Products will be highly valued.

What sets this company apart:

This organisation stands out as one of Bangkok’s most respected financial institutions due to its unwavering commitment to nurturing talent within an inclusive workplace culture. Employees benefit from flexible working opportunities designed to accommodate diverse lifestyles while enjoying generous pension contributions that reflect the company’s long-term investment in its people. Training opportunities abound—enabling staff at all levels to continually expand their expertise under the guidance of knowledgeable mentors who value sharing insights freely. The leadership team is known for being approachable and supportive; they prioritise open communication channels so everyone feels heard regardless of seniority. Diversity is celebrated here—not only among employees but also within the broad spectrum of clients served—which creates an enriching environment where different perspectives are welcomed. Above all else, this institution places immense value on ethical conduct; every decision made reflects a deep-seated commitment to doing what’s right for both clients and colleagues alike. If you seek more than just a job—a place where your contributions matter within a genuinely caring community—this is where you belong.

What's next:

If you are ready to take the next step in your wealth management career within an environment that values collaboration, integrity, and personal growth—this is your moment!

Apply today by clicking on the link provided; we look forward to connecting with talented professionals like you who are eager to make a lasting impact.

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