Head of Wealth Customer Relationship Manager (Nakhon Ratchasima, Ubon Ratchathani, Udon Thani) - บริษัท ธนาคารทหารไทยธนชาต จำกัด (มหาชน)
บริษัท ธนาคารทหารไทยธนชาต จำกัด (มหาชน) · ภาคอีสาน
- Location
- ภาคอีสาน
- Salary
- ขึ้นอยู่กับคุณสมบัติ + Commission
- Job Type
- งานประจำ
- Work Type
- Onsite
- Education
- ปริญญาตรีหรือสูงกว่า
- Posted
- 21/07/2026
Responsibilities
- 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.
Qualifications
- 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.
About บริษัท ธนาคารทหารไทยธนชาต จำกัด (มหาชน)
TMBThanachart Broker Co., Ltd was originally established in April 20 th , 2006, with 100% of shareholding by TMBThanachart Bank. Since then, we have officially engaged in insurance broker consultant with various products to be served for both retail and juristic customers. To create business sustainability for our valued customer, the suitable protection will be proposed to them with the commitment to follow the principle of Corporate Good Governance, and rely with the mission of TMB Thanachart Financial Group.
TMBThanachart Bank Public Company Limited 2nd Fl., Tower B , 3000 Phahonyothin Rd., Ladyao, Chatuchak, Bangkok 10900
คุณกันต์
+6663-078-1477
