Provide investment consultation and develop good relationship to high-net-worth individuals (>50MB wealth) to maintain and increase Share of Wallet by KBank investment products
Extract necessary information about customers to support team in dept. for pre-sales call to help prepare sales proposals and to support portfolio planning for accounts
Assist Private Wealth Relationship Management Team on customer planning and in preparing customer information or as requested
Coordinate with related parties as needed to execute clients' transactions or needs and acquire information correspondingly, and also serve as customer’s secondary point of contact to department if other team is not available
Maintain current investment knowledge and information on existing products, policies and portfolio management skills
Qualifications:
Master's degree in MBA, finance, Econs, Marketing or related fields from recognized universities.
At least 2 years experience in Private Banking or High-net-worth (>50 MB wealth) / Fund Manager
Required CFP Level 2 or Above / Single License
Experience in Private Banking for High-net-worth individuals (>50 MB wealth) / Fund Manager or other banking background
Have sophisticate financial products knowledge will be highly considered.
Have banking product knowledge would be a plus.
Have pleasant personality with good communication skills
