Private Banker
Kiatnakin Bank
Let's discuss
Job Description
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.
Requirements
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.
Experience: We welcome candidates across a broad spectrum of experience levels — from those with a minimum of 2 years in a relevant field to seasoned industry veterans. Whether you’re early in your career and eager to grow, or bring a wealth of experience and client relationships, we’re open to exploring how your background can contribute to our team.
Skills
Work Location
Bangkok
Private Banker
Kiatnakin Bank
Let's discuss
Job Description
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.
Requirements
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.
Experience: We welcome candidates across a broad spectrum of experience levels — from those with a minimum of 2 years in a relevant field to seasoned industry veterans. Whether you’re early in your career and eager to grow, or bring a wealth of experience and client relationships, we’re open to exploring how your background can contribute to our team.
Skills
Work Location
Bangkok
Kiatnakin Bank
Company Country
Thailand
Working Hour
Monday - Friday
Company Website
https://bank.kkpfg.com
Company Address
Building, 11th Floor, Asok Montri Road
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