Wealth Relationship Manager (BKK & UPC)
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Before you apply
SeniorityMid
Experience2+ yrs
Company size10,000+ people
PostedSep 8, 2026 · 1mo ago
Verified live23h ago
At a glanceSummarised by Seekless from the posting.
Responsible for managing relationship with existing wealth clients and acquiring new potential wealth clients
Plan, analyze, and assess investment need of customer in portfolio, together with recommend suitable investment solution to each client based on risk appetite and preference
Facilitate investment transaction to clients to ensure smooth and accuracy process are maintained, as well as coordinate with related parties to ensure excellent services is always brought to clients
Prepare call plan, call report, and execute according to plan to foster with the existing clients and expanding new client pipeline
Maintain ethical and good governance standard that comply with market conduct, and rules and regulations
Bachelor's degree or higher in Finance, Accounting, Business Administration, Economics, and related fields
Minimum of 2-year direct experiences in banking, investment advisory, or insurance
Sound knowledge in investment and insurance products
Possess IC, LIB, Unit Link and NIB licenses
Good presentation skill, enthusiastic, observant, meticulous and able to work under pressure
Hiring process
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Job Description
•
Responsible for managing relationship with existing wealth clients and acquiring new potential wealth clients
•
Plan, analyze, and assess investment need of customer in portfolio, together with recommend suitable investment solution to each client based on risk appetite and preference
•
Facilitate investment transaction to clients to ensure smooth and accuracy process are maintained, as well as coordinate with related parties to ensure excellent services is always brought to clients
•
Prepare call plan, call report, and execute according to plan to foster with the existing clients and expanding new client pipeline
•
Maintain ethical and good governance standard that comply with market conduct, and rules and regulations
Qualifications:
•
Bachelor’s degree or higher in Finance, Accounting, Business Administration, Economics, and related fields
•
Minimum of 2-year direct experiences in banking, investment advisory, or insurance
•
Sound knowledge in investment and insurance products
•
Possess IC, LIB, Unit Link and NIB licenses
•
Good presentation skill, enthusiastic, observant, meticulous and able to work under pressure
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.