Responsible for managing relationships with existing wealth clients and acquiring new potential wealth clients.
Conduct market research to identify potential clients and understand their needs.
Collaborate with the product and marketing teams to develop and implement effective client acquisition campaigns.
Plan, analyze, and assess the investment needs of clients in the portfolio, and recommend suitable investment solutions to each client based on their risk appetite and preferences.
Facilitate investment transactions for clients to ensure smooth and accurate processes are maintained, as well as coordinate with related parties to ensure excellent service is always provided to clients.
Prepare call plans, call reports, and execute according to plan to foster relationships with existing clients and expand the new client pipeline.
Maintain ethical and good governance standards that comply with market conduct, rules, and regulations.
Qualifications:
Bachelor's degree or higher in Finance, Accounting, Business Administration, Economics, or related fields.
Minimum of 2 years of direct experience in banking, investment advisory.
Proven track record of building and managing client relationships.
Strong knowledge of financial markets, investment products, and regulatory requirements.
Excellent communication, negotiation, and interpersonal skills.
Ability to work independently and as part of a team.
Having an IC license.
Skills
Lead Generation
Sales Operations
Analytical Skills
Customer Relationship Management (CRM)
Project Management
Communication
Functions
Accounting & Finance
Job Overview
Job Type:
Hybrid
Company
Pi Securities Public Company Limited
49 active jobs
Bangkok
Industry:
Banking & Finance
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