Responsibilities

Providing Financial Care and consultancy to Clients of Bualuang Exclusive (AUM 50 MB), and also maintaining relationships with both new and existing clients. Providing them with in-depth financial advice
Be the key point of contact and cultivate long-term mutually beneficial client relationship with in-depth understanding of clients' situation, objectives, and risk profiles
Provide customized Wealth advisory solution with optimal asset allocation model and access to a variety of invest products based on their investment objectives
Perform portfolio review to ensure it's well-positioned given clients’ investment objectives and market conditions
Collaborate with specialists from within BBL and its subsidiaries to provide effective in-depth advisory and product knowledge based on clients’ needs
Achieve financial targets by enhancing existing and acquiring new client relationships
Train Junior RMs under coaching program
Coordinate with related departments in marketing, client servicing, and product development
Comply with bank policies & procedures, code of conduct and all regulations / notices / guidelines issued by the Bank of Thailand and the Securities Commission of Thailand

Qualifications

Bachelor’s or Master's degree in Finance, Accounting, Economics, or related field
License: IP License, Life and Non-Life License are required
At least 5 years of experience in Private Banking is a must
Knowledge of financial instruments, credit and business analysis, industry analysis.
Must be exempt from military service

Working Location : Private Bank Center at Sathorn City Tower

If you require more information, please contact Khun Nitiphon 085-481-2111 / 02-296-8356

E-mail : Nitiphon.leesuppharoek@bangkokbank.com