Private Banking Customer Relationship Manager - บริษัท ธนาคารทหารไทยธนชาต จำกัด (มหาชน)

Responsibilities

Provide "Wealth Management" solutions, advice, and develop good relationship with High Net Worth customers.
Nurture and Retain existing HNW customers and entice former clients back into the Bank.
Acquire and win new customers, especially HNW families.
Continuously develop relationships with a financial portfolio of customers.
Act as a Private Banker, draw up a comprehensive financial portfolio that reflects the dynamic between personal and business assets.
Maximize customers' assets and revenues from their AUM (Asset Under Management)
Be fully competent in giving financial advice to High Net Worth customers on the Bank's products and service (Investment/ Protection/ Deposit/ Lending) and delivering Financial Well Being.
Continuously develop and deepen the 720 -degree relationship with the existing HNW customers and new customer by providing a regular value-added engagement to individuals/families.

Bachelor's /Master's Degree, preferably in Marketing, Finance or other Business Administration fields.
Strong banking knowledge and business ethics, with minimum of 3 years of experience in Private Banking with High Net Worth customers.
Solid understanding of Private Banking products and services.
Holds an IC Complex 2 license qualification will be preferred.
Excellent connections within the private banking market.
Well-versed in Banking Reforms / Regulatory Changes in the market.
Extremely conscious of the high sensitivity and confidentiality requirements of the market.
Good personality and a growth mindset.
Excellent skill in client handing, communication, organization, problem solving, and conflict management.
Possession of CFP, AFPT or equivalent qualifications would be an advantage.

Private Banking Customer Relationship Manager

ปริญญาตรีหรือสูงกว่า

สามารถเจรจาต่อรองได้ + ค่าคอมมิชชั่น

3-5 ปี

5 วันที่แล้ว

รายละเอียดงาน

หน้าที่และความรับผิดชอบ

Provide "Wealth Management" solutions, advice, and develop good relationship with High Net Worth customers.
Nurture and Retain existing HNW customers and entice former clients back into the Bank.
Acquire and win new customers, especially HNW families.
Continuously develop relationships with a financial portfolio of customers.
Act as a Private Banker, draw up a comprehensive financial portfolio that reflects the dynamic between personal and business assets.
Maximize customers' assets and revenues from their AUM (Asset Under Management)
Be fully competent in giving financial advice to High Net Worth customers on the Bank's products and service (Investment/ Protection/ Deposit/ Lending) and delivering Financial Well Being.
Continuously develop and deepen the 720 -degree relationship with the existing HNW customers and new customer by providing a regular value-added engagement to individuals/families.

คุณสมบัติ

Bachelor's /Master's Degree, preferably in Marketing, Finance or other Business Administration fields.
Strong banking knowledge and business ethics, with minimum of 3 years of experience in Private Banking with High Net Worth customers.
Solid understanding of Private Banking products and services.
Holds an IC Complex 2 license qualification will be preferred.
Excellent connections within the private banking market.
Well-versed in Banking Reforms / Regulatory Changes in the market.
Extremely conscious of the high sensitivity and confidentiality requirements of the market.
Good personality and a growth mindset.
Excellent skill in client handing, communication, organization, problem solving, and conflict management.
Possession of CFP, AFPT or equivalent qualifications would be an advantage.

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