Privilege Banking Client Advisor (AVP-VP)
Key Responsibilities
· Manage clients' wealth holistically and ensure their financial needs are handles efficiently, professionally and in a timely manner, in line with the Bank's policy
· Develop and maintain a comprehensive understanding of client's financing goal and risk averse to ensure that investment strategies and advice for the clients are appropriately
· Ensure that Financial strategies for client portfolio are kept current and review regularly
· Set goals and prioritize activities to maximize business growth and client satisfaction
· Work collaboratively with team member both in Thai and Global Market
· Comply with Bank policies and procedures, code of conduct, market conduct and all regulations issued by the Bank of Thailand and SEC , OIC
· Govern and control risk management and corporate governance
· Be representative of the bank and maintain the image of the bank.
Job Requirement
· Master’s degree in M.B.A., or Bachelor degree in Marketing, Business Economics, Financial, or related field.
· Minimum 5 years of working experience in Private Banking or Priority Banking environment is required for this position
· Candidates with working experience in Financial institutions or Banking abroad will be given priority
· AFPT, CFP holders are plus
· Outstanding presentation and communication skill
· Good negotiation skill and well -coordinated with partners
· Positive Attitude
· High responsibility
Hybrid
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