ผู้เชี่ยวชาญงานบริการลูกค้าไพรเวทแบงค์

• Extract necessary information about customers to support team in dept. for pre-sales call to help prepare sales proposals and to support portfolio planning for accounts.
• Assist Private Wealth Relationship Management Team on customer planning and in preparing customer information or as requested.
• Coordinate with related parties as needed to execute clients' transactions or needs and get information, respectively, and also serve as customer's secondary point of contact to department if other team is not available.
• Maintain current investment knowledge and information on existing products, policies and portfolio management skills.

• Bachelor's degree in management, business administration, economics or related fields
• Age not over 30 years old
• 0-3 years of experience in banking customer service or financial products
• Must have Single License
• Computer literacy
• New grads are welcome