JobTopGun Logo

Private Banker (High Net Worth) - Kasikornbank Public Co.,Ltd.

Kasikornbank Public Co.,Ltd. · Bangkok

Location
Bangkok
Salary
Depend on qualifications
Job Type
Full Time
Work Type
Onsite
Education
Master's Degree or Higher
Posted
29/10/2026

Responsibilities

  • Provide investment consultation and develop good relationship with High-Net-Worth Individuals (>50MB wealth) Families and their businesses to manage their wealth and financial assets by KBank investment products.
  • Monitor and adjust investment portfolios based on market trend and clients’ changing needs.
  • Stay updated on market trends, financial products, and investment opportunities to provide clients with the most relevant advice.
  • Identify opportunities to cross sell other financial products and services offered by K Private Bank such as insurance protections, and estate planning services.
  • Extract necessary information about customers to support team in dept. for pre-sales call to help prepare sales proposals and to support portfolio planning for accounts.
  • Assist Private Bank Management Team on customer planning and in preparing customer information or as requested.
  • Coordinate with related parties as needed to execute clients' transactions or needs and acquire information correspondingly, and also serve as customer’s secondary point of contact to department if other team is not available.

Qualifications

  • Master's degree in MBA, finance, Econs, Marketing or related fields from recognized universities
  • At least 2 years' experience in Private Banking or High-net-worth (>50 MB wealth) / Fund Manager
  • Required CFP Level 2 or Above / Single License
  • Experience in Private Banking for High-net-worth individuals (>50 MB wealth) / Fund Manager or other banking background
  • Have sophisticate financial products knowledge will be highly considered
  • Have banking product knowledge would be a plus
  • Have pleasant personality with good communication skills
Location: BHIRAJ TOWER at EmQuartier


หมายเหตุ: ตำแหน่งงานนี้จำเป็นต้องตรวจสอบประวัติอาชญากรรมของบุคคลก่อนพิจารณารับเข้าทำงาน เพื่อความปลอดภัยและรักษามาตรฐานขององค์กร
Remark: This position requires a criminal record information check prior consideration for employment to ensure safety and maintain standards of the organization.




Benefits

  • Provident Fund
  • Staff training and development
  • Performance/results-based bonus
  • Annual bonus
  • Social security

About Kasikornbank Public Co.,Ltd.

Vision

KASIKORNBANK aims to be the most innovative, proactive, and customer centric financial institution, delivering world class financial services and sustainable value to stakeholders by harmoniously combining technology and talent.


Purpose

We commit to driving sustainable prosperity by elevating and unleashing the full potential of every life and business we touch. Through trusted and innovative financial solutions, delivered with heart, we empower success that transforms lives and uplifts our beloved nation, Thailand.


We don't just serve Thailand; we are building the future of ASEAN+3. And we believe that begins with our people.

1 Soi Ratburana 27/1, Ratburana Road, Bangkok 10140

https://.

Kasikornbank Public Co.,Ltd. banner 1
Kasikornbank Public Co.,Ltd.

Dream Company

Flower of Hearts 1Flower of Hearts 2Flower of Hearts 3
Private Banker (High Net Worth)
Kasikornbank Public Co.,Ltd.
View all jobs
Bangkok
Full Time
Master's Degree or Higher
Depend on qualifications
2-10 Years
5d ago
YOU SAY / HR SAY
View Review
What you will do
Job Summary

In this Private Banker role, focusing on High Net Worth Individuals (with wealth exceeding 50 million THB), you will provide expert investment consultation and cultivate strong relationships with clients, their families, and businesses. Your primary responsibility will be to manage their wealth and financial assets utilizing KBank's investment products. You will continuously monitor and adjust investment portfolios based on market trends and evolving client needs, while also identifying opportunities to cross-sell other K Private Bank offerings, such as insurance protection and estate planning services. Furthermore, you will collaborate with internal teams to gather crucial client information, support sales proposal preparation, assist with portfolio planning, and coordinate with relevant parties to execute client transactions and fulfill their financial requirements.

Responsibilities
  • Provide investment consultation and develop good relationship with High-Net-Worth Individuals (>50MB wealth) Families and their businesses to manage their wealth and financial assets by KBank investment products.
  • Monitor and adjust investment portfolios based on market trend and clients’ changing needs.
  • Stay updated on market trends, financial products, and investment opportunities to provide clients with the most relevant advice.
  • Identify opportunities to cross sell other financial products and services offered by K Private Bank such as insurance protections, and estate planning services.
  • Extract necessary information about customers to support team in dept. for pre-sales call to help prepare sales proposals and to support portfolio planning for accounts.
  • Assist Private Bank Management Team on customer planning and in preparing customer information or as requested.
  • Coordinate with related parties as needed to execute clients' transactions or needs and acquire information correspondingly, and also serve as customer’s secondary point of contact to department if other team is not available.
Qualifications
  • Master's degree in MBA, finance, Econs, Marketing or related fields from recognized universities
  • At least 2 years' experience in Private Banking or High-net-worth (>50 MB wealth) / Fund Manager
  • Required CFP Level 2 or Above / Single License
  • Experience in Private Banking for High-net-worth individuals (>50 MB wealth) / Fund Manager or other banking background
  • Have sophisticate financial products knowledge will be highly considered
  • Have banking product knowledge would be a plus
  • Have pleasant personality with good communication skills
Location: BHIRAJ TOWER at EmQuartier


หมายเหตุ: ตำแหน่งงานนี้จำเป็นต้องตรวจสอบประวัติอาชญากรรมของบุคคลก่อนพิจารณารับเข้าทำงาน เพื่อความปลอดภัยและรักษามาตรฐานขององค์กร
Remark: This position requires a criminal record information check prior consideration for employment to ensure safety and maintain standards of the organization.




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

"Strong focus on employee development and supportive culture."

Employee ReviewsView All >

ผู้จัดการสาขา

>1 year, Current

"ดีมาก"

เปนองค์กรณ์ที่ดี เป็นอีกที่ ที่ควร เข้าทำงาน ด้วย สวัสดิการ การวัดผล หรืออะไรต่างๆ ดีมากเลยค่ะ
Welfare
  • Provident Fund
  • Staff training and development
  • Performance/results-based bonus
  • Annual bonus
  • Social security

About Company

Vision

KASIKORNBANK aims to be the most innovative, proactive, and customer centric financial institution, delivering world class financial services and sustainable value to stakeholders by harmoniously combining technology and talent.


Purpose

We commit to driving sustainable prosperity by elevating and unleashing the full potential of every life and business we touch. Through trusted and innovative financial solutions, delivered with heart, we empower success that transforms lives and uplifts our beloved nation, Thailand.


We don't just serve Thailand; we are building the future of ASEAN+3. And we believe that begins with our people.

Location

1 Soi Ratburana 27/1, Ratburana Road, Bangkok 10140

Website

.