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Senior Customer Investment Solution Advisory Line (Portfolio) - TMBThanachart Bank Public Company Limited

TMBThanachart Bank Public Company Limited · Bangkok

Location
Bangkok
Salary
Negotiable + Commission
Job Type
Full Time
Work Type
Onsite
Education
Bachelor's Degree
Posted
16/05/2026

Responsibilities

Job Summary:
 
Deliver trusted investment advisory services to retail and affluent clients, focusing on portfolio management, risk profiling, and suitable financial solutions. Drive AUM growth through strong client relationships, engagement, and referrals, while ensuring compliance with regulatory and bank policies.

Job Responsibilities :
• Build and maintain long-term relationships with clients through professional and trusted advisory services
• Provide investment advisory services and financial solutions to retail and affluent clients
• Monitor portfolio performance and conduct regular portfolio reviews with clients
• Manage and grow assets under management (AUM) in line with business objectives
• Recommend appropriate investment solutions in accordance with the Bank’s policies and regulatory requirements
• Conduct risk profiling and ensure investment suitability for clients
• Build and maintain strong relationships with existing clients
• Support business growth through client engagement and referrals to others services channel
• Comply with regulatory requirements, internal policies, and investment guidelines

Qualifications

Qualifications:

• Bachelor’s degree in Finance, Economics, Business Administration, or related fields

• Minimum 0-3 years of experience in relationship wealth management, investment advisory, or banking and financial industry

• Good knowledge of investment products such as mutual funds, bonds, equities, and structured products

• Strong interpersonal and communication skills

• Client-oriented mindset with the ability to build long-term relationships

• Ability to work under targets while maintaining compliance standards

• Holder of IC License (IC Plain and IC complex is mandatory)

• AFPT, CFP®, Insurance License or related certifications will be an advantage


Benefits

  • Incentive
  • Provident Fund
  • Social security
  • ประกันสุขภาพ ประกันชีวิตและประกันอุบัติเหตุ

About TMBThanachart Bank Public Company Limited

At TMBThanachart Bank (ttb), our mission is to help Thai people achieve better financial well-being as it is the foundation for reaching one's financial freedom and life’s goals. We are committed to making REAL change by shifting banking paradigm through combined expertise and core strengths of both banks.

Our successful merger makes us the 6th largest commercial bank in Thailand with more than 10 million customers who now have access to more comprehensive financial product and service offerings and even better customers experience through more online and offline channels coverage nationwide. We do our best to offer best financial solutions and provide superior customer experience, create sustainable growth for our shareholders and ensure good corporate governance as well as good corporate citizenship. We constantly design employees’ experiences via international and dynamic environment where all opinions matter and great performances counts. We always encourage our employees unleash their potentials by taking new initiatives to deliver best customer experiences. We look for candidate who believe in integrity, portrait challenge status quo attitude, work agile, show respect towards others, and value high quality on execution. TMBThanachart Bank (ttb), where you can BE YOUR BEST

TMBThanachart Bank Public Company Limited 2nd Fl., Tower B , 3000 Phahonyothin Rd., Ladyao, Chatuchak, Bangkok 10900

คุณนุชนาฏ

0-2299-1111,0-2299-1732,02-299-1853

http://www.ttbbank.com

TMBThanachart Bank Public Company Limited

Dream Company

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Senior Customer Investment Solution Advisory Line (Portfolio)
Bachelor's Degree
Negotiable + Commission
1-2 Years
2d ago
YOU SAY / HR SAY
View Review
What you will do
Responsibilities
Job Summary:
 
Deliver trusted investment advisory services to retail and affluent clients, focusing on portfolio management, risk profiling, and suitable financial solutions. Drive AUM growth through strong client relationships, engagement, and referrals, while ensuring compliance with regulatory and bank policies.

Job Responsibilities :
• Build and maintain long-term relationships with clients through professional and trusted advisory services
• Provide investment advisory services and financial solutions to retail and affluent clients
• Monitor portfolio performance and conduct regular portfolio reviews with clients
• Manage and grow assets under management (AUM) in line with business objectives
• Recommend appropriate investment solutions in accordance with the Bank’s policies and regulatory requirements
• Conduct risk profiling and ensure investment suitability for clients
• Build and maintain strong relationships with existing clients
• Support business growth through client engagement and referrals to others services channel
• Comply with regulatory requirements, internal policies, and investment guidelines

Qualifications

Qualifications:

• Bachelor’s degree in Finance, Economics, Business Administration, or related fields

• Minimum 0-3 years of experience in relationship wealth management, investment advisory, or banking and financial industry

• Good knowledge of investment products such as mutual funds, bonds, equities, and structured products

• Strong interpersonal and communication skills

• Client-oriented mindset with the ability to build long-term relationships

• Ability to work under targets while maintaining compliance standards

• Holder of IC License (IC Plain and IC complex is mandatory)

• AFPT, CFP®, Insurance License or related certifications will be an advantage


Why you'll love working here
AI
YOU SAY / HR SAY Reviews
YOU SAY / HR SAY

"Strong focus on employee well-being and career growth."

Employee ReviewsView All >

การเงิน

>1 year, Current

"มีความสุข"

อยากกลับไปทำงานที่นี่มากตำแหน่งงานไหนก็ได้จะตั้งใจทำให้ดีที่สุดถ้ามีโอกาส
Welfare
  • Incentive
  • Provident Fund
  • Social security
  • ประกันสุขภาพ ประกันชีวิตและประกันอุบัติเหตุ

About Company

At TMBThanachart Bank (ttb), our mission is to help Thai people achieve better financial well-being as it is the foundation for reaching one's financial freedom and life’s goals. We are committed to making REAL change by shifting banking paradigm through combined expertise and core strengths of both banks.

Our successful merger makes us the 6th largest commercial bank in Thailand with more than 10 million customers who now have access to more comprehensive financial product and service offerings and even better customers experience through more online and offline channels coverage nationwide. We do our best to offer best financial solutions and provide superior customer experience, create sustainable growth for our shareholders and ensure good corporate governance as well as good corporate citizenship. We constantly design employees’ experiences via international and dynamic environment where all opinions matter and great performances counts. We always encourage our employees unleash their potentials by taking new initiatives to deliver best customer experiences. We look for candidate who believe in integrity, portrait challenge status quo attitude, work agile, show respect towards others, and value high quality on execution. TMBThanachart Bank (ttb), where you can BE YOUR BEST

Location

TMBThanachart Bank Public Company Limited 2nd Fl., Tower B , 3000 Phahonyothin Rd., Ladyao, Chatuchak, Bangkok 10900

Contact person

คุณนุชนาฏ

Telephone

0-2299-1111,0-2299-1732,02-299-1853