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

• 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

• 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 wealth management (>50 MB wealth) or Fund Manager is advantageous
• Required CFP Level 2 or Above / Single License
• Well articulate in presentational skills
• Have sophisticate financial products knowledge will be highly considered
• Have banking product knowledge would be a plus
• Have pleasant personality with good communication skills.

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.