Bangkok Bank Pcl (BBL)
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Financial Advisor (FA)
atBangkok Bank Pcl (BBL)- Master or Bachelor degree in Accounting, Finance
- 5-10 years experience of wealth / financial advisory
- License required : CFP, IC complex, Life Insurance
Role&responsibilities
- Providing needs analysis for clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan
- Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
- Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan for opportunities in upsell/cross sell and business retention
Qualifications
- Master's or Bachelor's degree in Accounting, Finance, MBA, Economics or related fields
- At least 5-10 years' experience of wealth / financial / Investment products advisory
- License required : CFP, IC complex, Life Insurance and Non-Life Insurance
- Skill in Financial Planning, Advisory and Presentation Skill, Sale Strategy is required
- Pleasant personality with good communication skills
Location: Bualuang Exclusive (Bangkok)
Skills required
- Accounting
- Finance
- CFP
Experience required
- 5 years
Career level
- Middle Level
Skills optional
- Management
- Pleasant Personality
- Good Communication Skills
Salary
- Negotiable
Job function
- Finance
- Analyst
Job type
- Full-time
Company overview
Size:5000-10000 employees
Industry:Banking & Finance
Location:Bangkok
Website:www.bangkokbank.com
Founded in:1944
Ranking:4/5
Since our establishment in 1944, Bangkok Bank has been at the forefront of Thailand's financial sector, evolving to become the largest bank in the country and the 6th largest in Southeast Asia in terms of total assets. For decades, we've been the trusted partner of choice, guiding our customers – ...
Why join us: At Bangkok Bank, we're not just about numbers and financial growth; we're equally invested in the health, wellbeing, and happiness of our team members and their families. As part of our commitment, we offer an array of appealing benefits designed to ensure a work-life balance. Our culture extend ... Read more
Head office: 333 ถนนสีลม แขวงสีลม เขตบางรัก กรุงเทพฯ 10500
Benefits
- Social Security
- Learning & Development Opportunities
- Health Insurance
- Corporate Social Responsibility Initiatives
- Job training
- Provident fund
- Company uniform
- Annual bonus
- Dental Insurance
- Five-day work week
- Life Insurance
- Education Allowance
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