ทีม Markets Solutions and Innovation (งานด้าน Private Wealth Management (PWM)
เปิดรับสมัครในตำแหน่ง: เจ้าหน้าที่ - หัวหน้าส่วน (Assistant Relationship Manager)

Job Description

1. 
   Sales & Client Servicing Support

   • Support Relationship Managers in delivering financial solutions to Private Banking clients.
   • Prepare proposals, reports, and presentation materials for product pitches and client engagement.
   • Coordinate and support the execution of client transactions.

2. 
   Documentation & Compliance

   • Verify the completeness and accuracy of documents related to account openings, investment transactions, and client instructions.
   • Maintain up-to-date client records in accordance with KYC/AML, SEC, and other regulatory requirements.
   • Monitor and ensure proper execution of client instructions including fund transfers and investment orders.

3. 
   Internal Coordination & Administrative Support

   • Collaborate with internal teams such as Operations, Product, and Compliance to facilitate smooth service delivery.
   • Manage meeting scheduling, travel arrangements, correspondence, and other administrative support for Relationship Managers.
   • Assist in planning and executing client events, seminars, and marketing activities for Private Banking Clients.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or related fields.
• Holding a valid IC License is required.
• Knowledge of investment products will be considered an advantage.
• Strong communication and negotiation skills.
• Ability to work collaboratively as part of a team.
• Good coordination and problem-solving skills.
• Proficient in MS Office; familiarity with banking systems is a plus
• Able to work under pressure and handle challenging situations.
• Service-minded with a professional demeanor and attention to confidentiality

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