- No elements found. Consider changing the search query.
Skills:
Procurement, Recruitment, SAP, ERP
Job type:
Full-time
Salary:
negotiable
We help the world run better At SAP, we keep it simple: you bring your best to us, and we'll bring out the best in you. We're builders touching over 20 industries and 80% of global commerce, and we need your unique talents to help shape what's next. The work is challenging - but it matters. You'll find a place where you can be yourself, prioritize your wellbeing, and truly belong. What's in it for you? Constant learning, skill growth, great benefits, and a team that wants you to grow and succeed. What you'll do: As a Solution Customer Success Manager (S-CSM) focused on Finance and ...
Experience:
3 years required
Job type:
Full-time
Salary:
negotiable
- ดำเนินการ และตรวจสอบ การดำเนินการในการวิเคราะห์ข้อมูลในกลุ่มผลิตภัณฑ์ (product group) เพื่อให้ได้มาซึ่งยอดขาย และแผนงานพัฒนางานขาย โดยใช้ข้อมูลของลูกค้า.
- วางแผน ดำเนินการ ในการทำงานที่เกี่ยวข้องทีมขายกลุ่มผลิตภัณฑ์ (product group) ในส่วนของการพัฒนาแผนงาน ทั้งรายปี / รายไตรมาสเพื่อให้เป็นไปตามแผนงานของธุรกิจ.
- วางแผนงาน และจัดเตรียมข้อมูลต่าง ๆ ที่เกี่ยวข้องให้แก่ทีมขายกลุ่มผลิตภัณฑ์ (product group)และเป็น Key Partnership กับผู้บังคับบัญชาในการให้คำปรึกษาในเรื่องต่าง ๆ ที่เกี่ยวข้อง.
- วิเคราะห์ ติดตามข่าวสาร หรือกิจกรรมต่าง ๆ ทางการตลาดของคู่แข่งเพื่อนำข้อมูลมาใช้ในการปรับแผนงานเพื่อการแข่งขัน.
- วิเคราะห์ และสนับสนุนข้อมูลในการมองหาโอกาสการเติบโตของธุรกิจ.
- ปริญญาตรีด้านการตลาด/บริหารธุรกิจและมีประสบการณ์ในระดับการบริหารอย่างน้อย 3-5 ปี.
- มีประสบการณ์ด้านการตลาดและการขายสินค้าเครื่องดื่ม หรือ FMCG ในช่องทางโมเดิร์นเทรด ไม่น้อยกว่า 5 ปี และมีความเข้าใจกระบวนการจัดจำหน่ายในช่องทางนี้อย่างละเอียด และผลกระทบกับช่องทางการจัดจำหน่ายอื่นๆ.
- Knowledge & Skills (ความรู้และทักษะ).
- มีความรู้ในด้านการบริหารกลยุทธ์ทางการตลาด และช่องทางการจัดจำหน่าย.
- มีความรู้ในการใช้งานคอมพิวเตอร์โปรแกรม MS office, Space Management.
- มีความรู้ด้านภาษาอังกฤษทั้งการพูดและเขียนเป็นอย่างดี.
- มีทักษะในการวางแผน นำเสนอแผนงาน การจัดการและการวิเคราะห์.
- มีทักษะในการเจรจาต่อรองอย่างมีประสิทธิภาพ.
- มีความเข้าใจในธุรกิจขององค์กรเป็นอย่างดี.
- มีทักษะในการจัดลำดับความสำคัญของงาน.
- มีทักษะในการวิเคราะห์เชิงเหตุผล.
- มีทักษะในการอ่าน Data ของ Nielsen, EGG Digital และ C-Smart ได้.
- มีความสามารถในการสอนงานต่อได้ (Coaching).
Skills:
Compliance, Finance, Accounting, English
Job type:
Full-time
Salary:
negotiable
- Source prospects and develop new customer relationships, ensuring that client s needs are met.
- Develop and manage relationships with existing clients and ensure that business volume is maintained.
- Responsible in developing business plan which contribute to the growth of business.
- Promote cross-selling from the Bank s products (Commercial & Retail) and Bank s subsidiary companies.
- Brand with Corporate Banking client base and/or make referrals.
- Coordinate with the related departments in marketing and servicing the customers.
- Analysis and control constant business volume and enhance profitability to achieve the business target.
- Maintaining knowledge of client accounts; acquiring and updating knowledge of various bank products and services offered by the bank.
- Perform credit monitoring in compliance with the bank's policies or guidance.
- Work with product partners to ensure that client s needs are met and develop potential opportunities.
- Education Background: Bachelor's degree in Business, Finance, Accounting or Economics.
- Experiences: Minimum 4 years of experience in related fields such as sales of financial and transactional banking products.
- Knowledge: Business analysis and financial and investment products.
- Skills: Good command of written and spoken English.
- Personal Characteristics/Attributes: Self-motived, Proactive, Well-organized, Able to drive, travel upcountry, and stay overnight.
Skills:
Finance, Accounting, English
Job type:
Full-time
Salary:
negotiable
- Marketing & Cross Sell: Source prospects and develop new customer relationships, ensuring that client s needs are met.
- Develop and manage relationships with existing clients and ensure that business volume is maintained.
- Responsible in developing business plan which contribute to the growth of business.
- Promote cross-selling from the Bank s associated and subsidiary companies under One Krungsri brand with Corporate Banking client base and/or make referral.
- Portfolio Management: Monitor and control constant business volume and enhance profitability to achieve the business target.
- Maintaining knowledge of client accounts; acquiring and updating knowledge of various bank products and services offered by the bank.
- Product Planning: Work with product partners to ensure that client s needs are met and develop potential opportunities.
- Meet with clients to determine their needs and matching these needs with comprehensive tailored-made products and services.
- Work closely with Corporate Credit Analysis Team to ensure that credit-related losses are within stipulated risk-appetite levels.
- Education Background: Master's degree in Business, Finance, Accounting or Economics.
- Minimum 5 years of experience in Corporate Banking RM/ CA.
- Excellent command of written and spoken English.
- Personal Characteristics/Attributes: Ambitious, Confident, Well-organized, Result-oriented.
Job type:
Full-time
Salary:
negotiable
- New graduates or experience less than 1 years are welcome.
- Bachelor s or Master s degree in Economics, Accounting, Finance, Engineering, Statistics and related field with.
- minimum GPA 3.00.
- interest in financial products, financial advisory, and credit analysis.
- Good communication and presentation skills with confidence in interacting with internal customers.
- Service-minded, proactive, and eager to learn in a fast-paced banking environment.
- Able to communicate in English. (Preferable)..
- Area & Segment: Small Segment-Metropolitan Area.
Skills:
Finance, Japanese, English
Job type:
Full-time
Salary:
negotiable
- Make business policy/stance for each corporate customers which department is responsible.
- Promote various business with the corporate customers which department is responsible.
- Plan, manage and control figures of overall profit/profitability, foreign exchange etc. of the corporate customers which department is responsible.
- Develop and promote overall business with the corporate customers by giving business information, advice and recommendations.
- Bachelor s / master s degree in economics, Banking and Finance or related fields.
- At least 1 years of experience in relationship manager, sales, account executive or any related fields.
- New graduates are welcome.
- Good Command of written and spoken English.
- Strong communication and interpersonal skills..
Skills:
Database Administration
Job type:
Full-time
Salary:
negotiable
- ดูแล บริหาร งานบริการหลังการขายลูกค้ากองทุนสำรองเลี้ยงชีพ.
- ประสานงานลูกค้ากับ กลต. ในงานจดทะเบียนข้อมูลกองทุนสำรองเลี้ยงชีพ.
- ประสานงานกับหน่วยงานนายทะเบียนสมาชิกกองทุนสำรองเลี้ยงชีพ.
- งานพัฒนาบริการเพื่อสนับสนุนการบริหารความสัมพันธ์กับลูกค้า.
- งานพัฒนาและดูแลฐานข้อมูลลูกค้ากองทุนสำรองเลี้ยงชีพ.
- งานอื่นๆ ตามที่ได้รับมอบหมาย.
- สำเร็จการศึกษาระดับปริญญาตรี/โท ไม่จำกัดสาขา.
- สามารถสื่อสารภาษาอังกฤษได้จะพิจารณาเป็นพิเศษ.
- มีประสบการณ์ตรงในงานบริการหลังการขายลูกค้ากองทุนสำรองเลี้ยงชีพ อย่างน้อย 1 ปี.
- มีความอดทน มุ่งมั่น และมีใจรักในงานด้าน Back Office.
- มีความแม่นยำและรอบคอบในการถ่ายทอดและสื่อสารกับลูกค้า.
- มีความละเอียดรอบคอบในการตรวจสอบความครบถ้วนถูกต้องของเอกสารที่จัดส่งให้กับทุกหน่วยงานที่เกี่ยวข้อง.
- มีศักยภาพในการเรียนรู้งาน เพื่อให้ทันต่อการเปลี่ยนแปลงของกฎระเบียบ, ข้อบังคับกองทุนสำรองเลี้ยงชีพและอื่นๆ.
- สามารถใช้งาน Microsoft Excel ได้เป็นอย่างดี.
- ผู้ที่สนใจสามารถสมัครผ่าน website https://www.bblam.co.th หรือ email: [email protected].
- บริษัทหลักทรัพย์จัดการกองทุนรวม บัวหลวง จำกัด.
- 175 อาคารสาธรซิตี้ทาวเวอร์ ชั้น 7 ชั้น 21 และ ชั้น 26 ถนนสาทรใต้.
- แขวงทุ่งมหาเมฆ เขตสาทร กรุงเทพฯ 10120.
Skills:
Recruitment
Job type:
Full-time
Salary:
negotiable
- United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values - Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and purs ...
- Relationship Management (Commercial Banking) is responsible for strengthening the firm's relationships with existing accounts, and driving continuous service improvements with ultimate focus on business retention. Develops the strategy, processes, and delivery measurement for service among all functional areas responsible for delivering to clients. Commercial Banking covers activities related to the development, origination, and management of banking loan products, advice, and trade financing for institutions with mid-high range revenues. Responsible for providing banking loan services and auxiliary products (e.g., letters of credit) to Institutions.
- Corporate & Commercial Banking covers activities related to providing banking loan products and advice to institutions ranging from small to mid-sized businesses, to the largest corporations. Includes major market middle market corporate banking, business banking, and corporate and transaction banking.
- Additional Requirements.
- Be a Part of the UOB Family.
- UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.
- Apply now and make a Difference.
Experience:
5 years required
Skills:
Recruitment
Job type:
Full-time
Salary:
negotiable
- Build and maintain strong relationships with clients within the assigned branch network to understand their business needs and financial objectives.
- Provide tailored financial solutions to meet customers' needs, including loans, trade finance, cash management, treasury bills, foreign exchange, deposits, etc.
- Identify opportunities to cross sell other bank products and services to customers.
- Ensure compliance with Bank's policies and procedures at all times.
- Keep abreast of market trends and economic conditions to better serve customers and develop new business opportunities.
- Maintain accurate records and prepare reports on client activities and transactions.
- Manage credit facilities and approve overdraft limits for customers.
- Work closely with other departments within the Bank to provide seamless services to customers.
- Job Qualification.
- Bachelor's degree in any field or equivalent experience.
- Minimum 5 years of working experience in commercial banking, preferably in corporate banking or relationship management.
- Strong understanding of financial markets, products, and services.
- Excellent communication skills and ability to build rapport with clients quickly.
- Ability to analyze complex financial data and make sound recommendations.
- High level of professionalism and integrity.
- Good team player with a positive attitude.
- Self-motivated and able to work independently under pressure.
- Proficient in MS Office applications.
- Additional Requirements.
- Be a Part of the UOB Family.
- UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.
- Apply now and make a Difference.
Experience:
5 years required
Skills:
Financial Analysis, Recruitment, Negotiation, Mandarin, English, Thai
Job type:
Full-time
Salary:
negotiable
- Develop and manage a portfolio of commercial clients, focusing on Chinese-owned enterprises and businesses with significant operations or interests in China.
- Identify and pursue new business opportunities, actively prospecting and acquiring new clients for the China Desk.
- Conduct thorough financial analysis and credit assessments to structure appropriate lending facilities and financial solutions for clients.
- Provide expert advice on cross-border trade finance, foreign exchange, cash management, and other relevant banking products and services.
- Build and maintain strong, long-term relationships with key decision-makers within client organizations.
- Collaborate closely with internal stakeholders, including product specialists, credit risk, and legal teams, to deliver seamless and integrated solutions.
- Stay abreast of economic developments, market trends, and regulatory changes in both Thailand and China that may impact clients.
- Prepare and present credit proposals and reports to relevant committees for approval.
- Ensure compliance with all internal policies, procedures, and external regulatory requirements.
- Achieve agreed-upon sales targets and performance metrics for revenue generation and client acquisition.
- Job Qualifications.
- Bachelor's degree in Business Administration, Finance, Economics, or a related field.
- Minimum of 5 years of experience in relationship management within commercial banking, with a proven track record of managing corporate clients.
- Proficiency in English, Thai and Mandarin Chinese (both written and spoken).
- Strong understanding of the Chinese business environment, cultural nuances, and market dynamics.
- Excellent communication, negotiation, and interpersonal skills.
- Strong analytical and problem-solving abilities, with a solid understanding of financial statements and credit analysis.
- Ability to work independently and as part of a team in a fast-paced environment.
- Knowledge of banking products and services relevant to commercial clients, including trade finance, treasury, and cash management.
- Familiarity with regulatory requirements in the Thai banking sector.
- Remark: The Bank requires the checking and collection of criminal records for candidates of this position in order to verify qualifications and/or disqualifications for the job position in accordance with the Bank's policy.
- Additional Requirements.
- Be a Part of the UOB Family.
- UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.
- Apply now and make a Difference.
Experience:
10 years required
Skills:
Recruitment
Job type:
Full-time
Salary:
negotiable
- Analyze customers' financial situation, goals and requirements to understand their needs and provide appropriate banking solutions to fulfill those needs.
- Build long-term relationships with high net worth individuals and businesses by offering tailored financial solutions and exceptional service quality.
- Identify opportunities to cross-sell other banking products such as insurance, investment, loans etc.
- Develop strategies to acquire new customers and increase market share.
- Manage assigned portfolios to ensure growth of assets and profitability.
- Ensure compliance with all applicable policies, procedures and regulations.
- Bachelor's degree in Business Administration or related field. MBA preferred.
- Minimum 5 years of experience in relationship management or similar role.
- Experience in managing large portfolios and providing comprehensive financial solutions.
- Strong understanding of banking products and services.
- Excellent communication skills, both written and verbal.
- Ability to analyze complex data and make sound recommendations.
- Strategic thinker with ability to execute plans effectively.
- Results oriented with strong drive for success.
- High level of professionalism and integrity.
- Additional Requirements.
- Be a Part of the UOB Family.
- UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.
- Apply now and make a Difference.
Experience:
2 years required
Skills:
Recruitment, Thai
Job type:
Full-time
Salary:
negotiable
- Manage and enhance relationships with assigned SME clients.
- Acquire new SME customers to expand the client base.
- Identify business opportunities and provide financial solutions that align with bank policies.
- Achieve assigned business volume, revenue, and portfolio quality targets.
- Collaborate with internal teams to ensure seamless service delivery.
- Bachelor's Degree in Business Administration, Finance, Marketing, Economics, or related fields.
- 2-3 years of experience in SME banking is an advantage.
- Strong business acumen with a proven ability to meet performance targets.
- Excellent analytical, communication, and interpersonal skills.
- Dedicated, self-driven, and highly motivated to succeed.
- Remark: The Bank requires the checking and collection of criminal records for candidates of this position in order to verify qualifications and/or disqualifications for the job position in accordance with the Bank's policy.
- Additional Requirements.
- Develop, Engage, Execute, Strategise.
- Be a Part of the UOB Family.
- UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.
- Apply now and make a Difference.
Experience:
5 years required
Skills:
Financial Analysis, Recruitment, Negotiation, Mandarin, English, Thai
Job type:
Full-time
Salary:
negotiable
- Develop and manage a portfolio of commercial clients, focusing on Chinese-owned enterprises and businesses with significant operations or interests in China.
- Identify and pursue new business opportunities, actively prospecting and acquiring new clients for the China Desk.
- Conduct thorough financial analysis and credit assessments to structure appropriate lending facilities and financial solutions for clients.
- Provide expert advice on cross-border trade finance, foreign exchange, cash management, and other relevant banking products and services.
- Build and maintain strong, long-term relationships with key decision-makers within client organizations.
- Collaborate closely with internal stakeholders, including product specialists, credit risk, and legal teams, to deliver seamless and integrated solutions.
- Stay abreast of economic developments, market trends, and regulatory changes in both Thailand and China that may impact clients.
- Prepare and present credit proposals and reports to relevant committees for approval.
- Ensure compliance with all internal policies, procedures, and external regulatory requirements.
- Achieve agreed-upon sales targets and performance metrics for revenue generation and client acquisition.
- Job Qualifications.
- Bachelor's degree in Business Administration, Finance, Economics, or a related field.
- Minimum of 5 years of experience in relationship management within commercial banking, with a proven track record of managing corporate clients.
- Proficiency in English, Thai, Mandarin Chinese (both written and spoken).
- Strong understanding of the Chinese business environment, cultural nuances, and market dynamics.
- Excellent communication, negotiation, and interpersonal skills.
- Strong analytical and problem-solving abilities, with a solid understanding of financial statements and credit analysis.
- Ability to work independently and as part of a team in a fast-paced environment.
- Knowledge of banking products and services relevant to commercial clients, including trade finance, treasury, and cash management.
- Familiarity with regulatory requirements in the Thai banking sector.
- Remark: The Bank requires the checking and collection of criminal records for candidates of this position in order to verify qualifications and/or disqualifications for the job position in accordance with the Bank's policy.
- Additional Requirements.
- Develop, Engage, Execute, Strategise.
- Be a Part of the UOB Family.
- UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.
- Apply now and make a Difference.
Experience:
2 years required
Skills:
Recruitment, English, Thai
Job type:
Full-time
Salary:
negotiable
- Passionately to fact finding and KYC customers, in order to present the right product solutions according to the customers' needs.
- Provide truly professional financial advice and customer service to achieve high level of customer satisfaction and retention.
- Design financial strategies/plan or investment plan or portfolio model for individual customer.
- Review and responding to customers changing needs and financial circumstances.
- Build customer's wealth through Bank Investment and Insurance products.
- Work with IC on a wide array of investment products to advise customers on investment opportunities.
- Master's degree in M.B.A., or Bachelor degree in Marketing, Business Economics, Financial, or related field.
- Previous 2-8 years of experience in Marketing Planning relationship manager, Banking business will be advantage.
- Experienced in RM, knowledge in Mutual Fund products is preferred.
- Knowledge of financial instruments, credit and business analysis, industry analysis.
- Strong interpersonal and communication skills.
- Good command of English.
- 2-4 years work experience for Junior position.
- 4-8 years work experience for Senior position.
- Certificate for Single License, Life and Non-Life License.
- Remark: The Bank requires the checking and collection of criminal records for candidates of this position in order to verify qualifications and/or disqualifications for the job position in accordance with the Bank's policy.
- หมายเหตุ: ธนาคารมีความจำเป็นจะต้องดำเนินตรวจสอบและเก็บข้อมูลประวัติอาชญากรรมของผู้สมัครในตำแหน่งงานนี้เพื่อตรวจสอบคุณสมบัติหรือลักษณะต้องห้ามตามนโยบายของธนาคาร.
- Additional Requirements.
- Develop, Engage, Execute, Strategise.
- Be a Part of the UOB Family.
- UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.
- Apply now and make a Difference.
Experience:
3 years required
Job type:
Full-time
Salary:
negotiable
- จัดทำแผนการตลาดให้สอดคล้องกับเป้าหมายที่ได้รับมอบหมาย.
- บริหารและดูแลความสัมพันธ์ลูกค้าที่อยู่ภายใต้ความดูแลของตน เพื่อนำเสนอผลิตภัณฑ์ใหม่ที่ตรงกับความต้องการ และผลตอบแทนตามระดับความเสี่ยงที่รับได้.
- ศึกษาข้อมูลกลุ่มลูกค้าใหม่ที่มีศักยภาพ เพื่อนำเสนอการลงทุนในรูปแบบ Wealth.
- ร่วมกับ FC ในการบริหารเงินเพื่อสร้างมูลค่าเพิ่มให้กับลูกค้า โดยขายสินค้าแบบต่อยอด (Cross Selling) และ Referral กลุ่มลูกค้า HNW เพื่อ Share businessร่วมกับ FC.
- ระดมเงินฝาก และเพิ่มจำนวนรายลูกค้า ให้ได้ตามเป้าหมาย.
- ร่วมประชาสัมพันธ์แผนการตลาดที่เกิดขึ้นภายใต้ความรับผิดชอบดำเนินกิจกรรมเพื่อกระชับความสัมพันธ์กับลูกค้า.
- รับและบันทึกความคิดเห็นหรือข้อร้องเรียนจากลูกค้าและจัดทำรายงานให้หัวหน้าทีมรับทราบ.
- รับมอบลูกค้าที่มีสินทรัพย์ทางการเงิน มากกว่า 10 ลบ. จากสาขาเพื่อรองรับการทำธุรกิจ Wealth อย่างราบรื่น.
- ประสานงาน กับผู้จัดการสาขาเป็น Team work.
- เพิ่มระดับคะแนนความพึงพอใจของลูกค้า ตาม SLA ที่ธนาคารกำหนด.
- บริหารความพึงพอใจของลูกค้า เพื่อป้องกันลูกค้าร้องเรียน.
- ปริญญาตรีในสาขาการเงิน บริหารธุรกิจ เศรษฐศาสตร์ และสาขาอื่นๆ ที่เกี่ยวข้อง.
- มีประสบการณ์การทำงานตรงในการบริหารความสัมพันธ์ลูกค้าธนบดีธนกิจหรือในสายการเงินอย่างน้อย 1-2 ปี.
- มีทักษะในการใช้คอมพิวเตอร์และการใช้โปรแกรมประยุกต์พื้นฐาน.
- มีความรู้และประสบการณ์เกี่ยวกับงานด้านการธนาคาร บริการทางการเงิน การตลาดหรือธุรกิจอื่นที่เกี่ยวข้อง ตลอดจนมีความรู้ความเข้าใจเกี่ยวกับผลกระทบของกฎระเบียบต่าง ๆ.
- มีความสามารถในการบริหารจัดการ การวางแผน การแก้ไขปัญหาเฉพาะหน้า การบริหารความเสี่ยง การเจรจาต่อรอง การประสานงาน มีความริเริ่มสร้างสรรค์.
- Specific knowledge and skill / ความรู้เฉพาะตำแหน่ง.
Experience:
3 years required
Skills:
Negotiation
Job type:
Full-time
Salary:
negotiable
- Proactively acquire new clients through personal networking, referrals, seminars, and partnership channels.
- Build and manage a strong pipeline of prospects to maintain consistent sales momentum.
- Co-host and support seminars, workshops, and marketing activities with partners to access new customer segments.
- Execute structured follow-ups to convert leads and event participants into policyholders.
- Provide professional insurance and financial protection advice via phone and digital platforms.
- Conduct client needs analysis and recommends suitable solutions aligned with individual profiles.
- Manage the end-to-end sales journey from prospecting to application and policy issuance.
- Maintain long-term relationships to ensure client satisfaction, retention, and referral generation.
- Identify cross-selling and upgrade opportunities to maximize portfolio value.
- Develop and implement sales action plans to achieve premium, productivity, and conversion targets.
- Monitor pipeline health, lead quality, and campaign outcomes; propose improvements.
- Ensure compliance with company policies and regulatory standards.
- Channel Development & Strategic Contribution.
- Contribute ideas and initiatives to strengthen and scale the acquisition channel.
- Identify new partnership opportunities and untapped customer groups.
- Analyze conversion performance from events and tele-sales to refine future strategies.
- Support the creation of repeatable and scalable lead-generation models.
- Bachelors degree in Business Administration, Finance, Marketing, or related fields.
- Experience in insurance, banking, wealth, or direct sales preferred.
- Demonstrated ability to build client networks independently.
- Strong communication, negotiation, and closing skills, particularly in phone-based sales.
- Experience in seminars, roadshows, or client events is an advantage.
- Ability to collaborate effectively with partners and stakeholders.
- Strategic and results-driven mindset with strong ownership of targets.
- Self-motivated and able to perform under pressure.
- Relevant insurance or investment licenses are a plus.
Experience:
5 years required
Skills:
Negotiation
Job type:
Full-time
Salary:
negotiable
- Credit Management.
- Manage credit requests in close coordination with various internal teams.
- Monitor credit lines and escalate exceptions.
- Have proper credit knowledge.
- Onboarding & Implementation.
- Own the end-to-end client onboarding experience, from initiating CRM requests to post-implementation follow-up.
- Oversee client documentation and facilitate client training to ensure a smooth transition.
- Service Coordination.
- Serve as the primary point of contact for managing and resolving client escalations.
- Facilitate day-to-day operational flows and track client feedback.
- KYC Ownership.
- Act as the designated KYC (Know Your Customer) owner for a portfolio of clients.
- Take responsibility for completing and maintaining accurate client profiles.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
- Experience.
- 5-8 years.
- of experience in client management or a related role within the financial services industry.
- Technical Skills.
- Strong.
- product knowledge and understanding of operational processes and KYC/AML regulatory requirements.
- Excellent organizational and time-management skills with the ability to manage multiple priorities and stakeholders simultaneously.
- Proven ability to resolve client issues, manage escalations,.
- and improve processes.
- Strong communication and interpersonal skills, with a commitment to delivering a high level of client service and ability to develop and maintain strong client relationships. Proven planning, negotiation and analytical skills.
- High level of accuracy and attention to detail in all aspects of work.
- Bachelor's/University degree or equivalent experience.
- Institutional Banking.
- Corporate Banking.
- Full time.
- Most Relevant Skills.
- Please see the requirements listed above.
- Other Relevant Skills.
- For complementary skills, please see above and/or contact the recruiter.
- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
- If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review.
- Accessibility at Citi.
- View Citi's.
- EEO Policy Statement.
- and the.
- Know Your Rights.
- poster.
Experience:
2 years required
Skills:
Recruitment, English
Job type:
Full-time
Salary:
negotiable
- Passionately to fact finding and KYC customers, in order to present the right product solutions according to the customers' needs.
- Provide truly professional financial advice and customer service to achieve high level of customer satisfaction and retention.
- Design financial strategies/plan or investment plan or portfolio model for individual customer.
- Review and responding to customers changing needs and financial circumstances.
- Build customer's wealth through Bank Investment and Insurance products.
- Work with IC on a wide array of investment products to advise customers on investment opportunities.
- Master's degree in M.B.A., or Bachelor degree in Marketing, Business Economics, Financial, or related field.
- Previous 2-8 years of experience in Marketing Planning relationship manager, Banking business will be advantage.
- Experienced in RM, knowledge in Mutual Fund products is preferred.
- Knowledge of financial instruments, credit and business analysis, industry analysis.
- Strong interpersonal and communication skills.
- Good command of English.
- 2-4 years work experience for Junior position.
- 4-8 years work experience for Senior position.
- Certificate for Single License, Life and Non-Life License.
- หมายเหตุ: ธนาคารมีความจำเป็นจะต้องดำเนินตรวจสอบและเก็บข้อมูลประวัติอาชญากรรมของผู้สมัครในตำแหน่งงานนี้เพื่อตรวจสอบคุณสมบัติหรือลักษณะต้องห้ามตามนโยบายของธนาคาร.
- Remark: The Bank requires the checking and collection of criminal records for candidates of this position in order to verify qualifications and/or disqualifications for the job position in accordance with the Bank's policy.
- Additional Requirements.
- Develop, Engage, Execute, Strategise.
- Be a Part of the UOB Family.
- UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.
- Apply now and make a Difference.
Experience:
3 years required
Skills:
Recruitment, Accounting, Thai
Job type:
Full-time
Salary:
negotiable
- Relationship Management (Commercial Banking) is responsible for strengthening the firm's relationships with existing accounts and driving continuous service improvements with the ultimate focus on business retention.
- Develops the strategy, processes, and delivery measurements for service among all functional areas responsible for delivering to clients.
- Commercial Banking covers activities related to the development, origination, and management of banking loan products, advice, and trade financing for institutions with ...
- Responsible for providing banking loan services and auxiliary products (e.g., letters of credit) to Institutions.
- Corporate & Commercial Banking covers activities related to providing banking loan products and advice to institutions ranging from small to mid-sized businesses, to the largest corporations. Includes major market middle market corporate banking, business banking, and corporate and transaction banking.
- Master's degree in Business, Accounting, Engineering, Law or Science.
- At least 3 years of commercial banking experience.
- Good understanding of business principles and commercial awareness.
- Strong analytical skills and knowledge of Financial Accounting.
- Good selling and client relationship skills.
- Highly motivated.
- Remark: The Bank requires the checking and collection of criminal records for candidates of this position in order to verify qualifications and/or disqualifications for the job position in accordance with the Bank's policy.
- Additional Requirements.
- Be a Part of the UOB Family.
- UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.
- Apply now and make a Difference.
Experience:
5 years required
Skills:
Business Development
Job type:
Full-time
Salary:
negotiable
- We are seeking a dynamic and highly experienced.
- Senior Relationship Manager.
- with a proven track record of excellence in business development and the potential or experience to lead a high-performing team. In this role, you will act as a.
- Player-Coach.
- managing your own high-value portfolio of Corporate and SME clients while mentoring and driving a team of RMs toward collective success.
- You will be at the forefront of driving growth across our diverse lending ecosystem, including.
- Factoring, Financial Lease, Project Finance, and Auto-related loans.
- Originate and manage a high-quality portfolio of Corporate and SME clients, delivering tailored financial solutions.
- Manage, mentor, and track the performance of a team of RMs. Provide hands-on coaching on sales techniques, credit structuring, and client management.
- Lead the end-to-end process for complex financial solutions, including.
- Working Capital, Factoring, and Asset-based financing.
- Oversee the credit underwriting process, ensuring comprehensive financial due diligence and high-quality risk assessment.
- Leverage our extensive corporate ecosystem to identify cross-selling opportunities and strengthen strategic business ties.
- At least 8 years.
- in Banking or Non-bank financial institutions (Title Loan, Leasing, or Factoring).
- Proven experience in people management (minimum 3 years) or a strong track record as a Senior RM with clear leadership potential.
- Deep knowledge of.
- Commercial Lending.
- (Factoring/Lease) and/or.
- Retail Credit Products.
- (Auto Title Loan).
- Exceptional credit analysis skills (Certification like.
- OMEGA.
- is a plus) and a strong understanding of complex financial structures.
- Bachelors or Masters degree in Finance, Economics, or Business.
- 1
- 2
- 3
- 4
- 5
- 6
- 21
