Financial Advisor พื้นที่ต่างจังหวัด - Bangkok Bank
Bangkok Bank · Bangkok and its Vicinity
- Location
- Bangkok and its Vicinity
- Salary
- Negotiable
- Job Type
- Full Time
- Work Type
- Onsite
- Education
- Bachelor's Degree or Higher
- Posted
- 19/07/2026
Responsibilities
Role&responsibilities:
- Providing needs analysis for clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan
- Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
- Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan for opportunities in upsell/cross sell and business retention
Qualifications
Qualifications:
- Master's or Bachelor's degree in Accounting, Finance, MBA, Economics or related fields
- At least 5-10 years' experience of wealth / financial / Investment products advisory
- License required : CFP,IP, Life Insurance and Non-Life Insurance
- Skill in Financial Planning, Advisory and Presentation Skill, Sale Strategy is required
- Pleasant personality with good communication skills
For more information please contact : K.Nitiphon 02-296-8356, 085-481-2111
E-mail : Nitiphon.Leesuppharoek@bangkokbank.com
Benefits
- Provident Fund
- Staff training and development
- 5-day work week
- Annual bonus
- Social security
About Bangkok Bank
ธนาคารมุ่งสรรค์สร้างคุณค่าเพื่ออนาคตที่ยั่งยืน ด้วยการให้บริการทางการเงินอย่างมีความรับผิดชอบ การบริหารความเสี่ยงอย่างมีประสิทธิผล และการสนับสนุนให้ลูกค้าประกอบธุรกิจอย่างยั่งยืนเพื่อส่งมอบคุณค่าในระยะยาวแก่สังคม Sustainability
333 Silom Road, Silom, Bangrak, Bangkok 10500
HR
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