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FIRST Wealth Relationship Manager

atSiam Commercial Bank (SCB)

Job Description
  • Responsible for managing relationship with existing wealth clients and acquiring new potential wealth clients
  • Plan, analyze, and assess investment need of customer in portfolio, together with recommend suitable investment solution to each client based on risk appetite and preference
  • Facilitate investment transaction to clients to ensure smooth and accuracy process are maintained, as well as coordinate with related parties to ensure excellent services is always brought to clients
  • Prepare call plan, call report, and execute according to plan to foster with the existing clients and expanding new client pipeline
  • Maintain ethical and good governance standard that comply with market conduct, and rules and regulations

Qualifications
  • Bachelor's degree or higher in Finance, Accounting, Business Administration, Economics, and related fields
  • Minimum of 5-year direct experiences in banking, investment advisory, or insurance
  • Sound knowledge in investment and insurance products
  • Possess IC, LIB, Unit Link and NIB licenses
  • Good presentation skill, enthusiastic, observant, meticulous and able to work under pressure
We're committed to bringing passion and customer focus to the business.
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.
Experience required
  • any or no experience
Salary
  • Negotiable
Job function
  • Management
Job type
  • Full-time
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Company overview

Size:2000-5000 employees
Industry:Banking & Finance
Location:Bangkok
Website:careers.scb.co.th/th
Founded in:1906
Ranking:4/5

Siam Commercial Bank is the first bank in Thailand that was informally established in 1904 as "Book Club". According to the Bank of Thailand, it is Thailand's fourth largest commercial bank in terms of total assets, deposits, and loans.

Why join us: สมัครฝึกงานธนาคารไทยพาณิชย์เพื่อเริ่มต้นอาชีพการงานของคุณด้วยการค้นหาว่าคุณเก่งในเรื่องอะไร อีกทั้งยังได้รับประสบการณ์ในการทำงานด้านธนาคารอีกด้วย โปรแกรมฝึกงานของธนาคารไทยพาณิชย์จะให้โอกาสนักศึกษาปีสุดท้ายได้รับประสบการณ์การทำงานในตลาดที่มีการแข่งขันมากที่สุดในทวีปเอเชีย โปรแกรมฝึกงานของเราจะมีระ ... Read more

Head office: Siam Commercial Bank PCL., Head Office 9th Floor, Zone C, 9 Ratchadapisek Rd., Jatujak, Bangkok, Thailand 10900
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