Wealth Advisor (Expat Client) - Bangkok Bank Public Company Limited

Responsibilities :

• Provide financial advisory services to foreign Wealth clients with AUM of 10 million baht or more, and assist Wealth Advisors in managing foreign clients with AUM of 10-50 million baht. Maintain relationships with existing clients and build relationships with newly assigned clients by deeply understanding their situations, objectives, and risk profiles.
• Responsible for achieving assigned targets, including offering various products and providing appropriate financial planning advice that meets clients' needs.
• Coordinate with branches and related departments to offer products and services to the bank's potential individual clients.

• Bachelor's degree in Finance, Economics, Business Administration, or other related fields.
• At least 3 years of experience in investment advisory services.
• Strong communication skills in English, Japanese, or Chinese.
• Hold an Investment Consultant (IC Complex or CFP) license and Life Insurance Broker license.
• Experience in providing investment advice to foreign clients is preferred

Work Location: Sathorn City Building

ธนาคารมุ่งสรรค์สร้างคุณค่าเพื่ออนาคตที่ยั่งยืน ด้วยการให้บริการทางการเงินอย่างมีความรับผิดชอบ การบริหารความเสี่ยงอย่างมีประสิทธิผล และการสนับสนุนให้ลูกค้าประกอบธุรกิจอย่างยั่งยืนเพื่อส่งมอบคุณค่าในระยะยาวแก่สังคม Sustainability