Affluent Client Acquisition
Core
Identify, acquire, and deepen relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients to expand the wealth management portfolio.
Role type
Senior private banking relationship manager (affluent client acquisition)
Builds
Tailored wealth management solutions (investments, insurance, financial services) for HNW/UHNW individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Strategic client acquisition, financial needs analysis, investment product knowledge, insurance expertise, sales and negotiation, market trend analysis, regulatory compliance
Preferred skills
MBA, CFP or CWM certification, strong network within Thailand's affluent community
Technologies
N/A
Responsibilities
Develop and execute strategic acquisition plans for affluent clients; Proactively identify and cultivate new client relationships through referrals and networking; Conduct comprehensive financial needs analysis and offer tailored solutions; Collaborate with product specialists to deliver customized financial advice; Maintain understanding of market trends and competitor offerings; Ensure compliance with regulatory requirements and internal policies; Report on acquisition pipeline, client onboarding, and revenue generation