Client Acquisition & Relationship Management: Build and manage a portfolio of high-net-worth clients, ensuring personalized service to meet their evolving needs.
Tailored Advisory: Provide strategic investment advice across a range of asset classes, leveraging KKP’s global and local expertise
Family Wealth Planning: Work with specialists to deliver comprehensive family wealth planning solutions, including holding company structure, family governance, succession planning, family office setup, and more.
Representing KKP Group: Collaborate with other businesses within the group to introduce relevant financial services for clients’ personal and business-related needs.
Compliance & Risk Management: Ensure adherence to regulatory requirements and maintain high standards of risk management and ethical practices.
Qualifications :
Experience: Minimum of 5 years in wealth management or a related financial advisory role.
Client Focus: Proven ability to understand and address the unique needs of high-net-worth individuals and families.
Financial Expertise: Strong knowledge of investment products, financial planning, and market trends.
Entrepreneurial Mindset: A self-starter with excellent networking, business development, and problem-solving skills.
Communication Skills: Exceptional interpersonal and presentation skills, with fluency in Thai and English.
Certifications: Relevant financial licenses and certifications, such as CFA, CFP, or equivalent, are an advantage.
Skills
Consultations
Wealth Management
Functions
Project & Product Management
Job Overview
Job Type:
Hybrid
Company
Kiatnakin Bank
104 active jobs
Industry:
Banking & Finance
Ready to Apply?
Submit your application now and take the next step in your career journey.