Senior Private Banker
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Before you apply
LocationBangkok
Typefull-time
SenioritySenior
Experience5+ yrs
Company size10,000+ people
PostedOct 8, 2026 · 3w ago
Verified live1d ago
At a glanceSummarised by Seekless from the posting.
Bachelor’s degree or higher in Business Administration, Banking and Finance, Economics, Accounting, Marketing, or related fields
At least 5 years of experience in Banking, Investment or Financial organization
Possess solid knowledge in investment and investment product
Professional in MS. Office: Excel, Word, Power point
Fluent in English speaking and writing
Good personality and interpersonal skills
Passionate in sales and services
Hard-working, ambitious and capable presentation skills
Experience in working with High Net Worth customers
Holding relevant licenses for investment, such as IC, CFP, CISA, Single License, NIB, LIB
Skills
Excel
Word
PowerPoint
Hiring process
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Job Description
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Maintain and expand customer-base and business volume, together with maintain customer service and offer benefits to maximize customer satisfaction.
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Overview and monitor the result of recommended asset allocation of each clients in order to provide an acceptable level of investment benefits to them.
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Be representative of the bank and build up strong relationship with relevant agencies and clients for smooth operations.
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Maximize business volume and revenue to the bank by recommending the investment products to clients under their appropriate risk appetite, operating guidelines, rules & regulations of the bank, authorized agencies, and related parties.
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Offer investment products which aligned with the Bank’s policy as well as manage cost regards to customer care in an appropriate level.
Qualifications:
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Bachelor’s degree or higher in Business Administration, Banking and Finance, Economics, Accounting, Marketing, or related fields.
•
At least 5 years of experience in Banking, Investment or Financial organization. Experience in working with High Net Worth customers is preferable.
•
Holding relevant licenses for investment, such as IC, CFP, CISA, Single License, NIB, LIB will be advantage. Possess solid knowledge in investment and investment product.
•
Professional in MS. Office: Excel, Word, Power point. Fluent in English speaking and writing.
•
Good personality and interpersonal skills, passionate in sales and services. Hard-working, ambitious and capable presentation skills.
About the company
We’re committed to bringing passion and customer focus to the business.
If you like wild growth and working with happy, enthusiastic over-achievers, you’ll enjoy your career with us.