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.
0-2 year experiences in banking, investment advisory, or insurance.
Sound knowledge in investment and insurance.
Have IC and LIB License would be an advantage.
Good presentation skill, enthusiastic, observant, meticulous and able to work under pressure.
Skills
Client management
Finance + Accounting
Presentation Skills
Functions
Accounting & Finance
Job Overview
Job Type:
Full-Time
Company
SCB
16 active jobs
19 Ratchadaphisek Rd, Chatuchak, Bangkok 10900
Industry:
Banking & Finance
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