Head of Wealth Customer Relationship Manager (นครราชสีมา อุดรธานี อุบลราชธานี) (T00026225) - บริษัท ธนาคารทหารไทยธนชาต จำกัด (มหาชน)

Job summary:

Provide comprehensive financial advisory and portfolio management for Upper Affluent/Wealth customers across investment, protection, deposit, and lending solutions to support holistic Financial Well-Being. Build and deepen 360-degree customer relationships through tailored, value-added engagements that align short-, medium-, and long-term financial goals.

Job Description:

• Build and lead team of Wealth Relationship Managers to acquire, build up and manage the customer’s financial portfolio to achieve the goal and serve Upper Affluent/wealth customers with competent and upscale service level to strengthen customer relationship.
• Develop and advice financial solution knowledge/skill to Wealth Relationship Managers to giving financial advice to Upper Affluent/wealth customers on Bank’s products and services (Investment/Protection/Deposit/Lending) and delivering Financial Well Being.
• Proactive evaluate customer investment needs in comparing with diverse risk to provide consultation on investment products, solutions and services that meet customer unique investment objectives.
• Lead team to increase / acquire new customer to the bank (increase the number of new to bank customer) and develop/ expand wealth customer base according to the bank’s target.
• Lead, Identify, develop and deepen the 360-degree relationships with a focus on wealth management and financial Planning.
• Internal coordination with related department / party to provide a seamlessly / flawless service to customer.

• Bachelor / Master Degree, preferably in Marketing, Finance or other Business Administration.
• Minimum 7 years experience in financial institutions and has at least 3 years experiences in manager level with RMs / wealth RMs will be preferred.
• Investment Consultant License (IC Complex2), Life Insurance Broker License, Non-Life Insurance Broker License.
• Good personality and with growth mindset , strong banking product knowledge.
• Excellent skills in leadership, client handling, communication, organization, problem solving, and conflict management.