WB Relationship Manager
Core
Manage and grow a portfolio of high-net-worth individual clients by providing comprehensive financial advice and solutions to achieve wealth management goals.
Role type
Senior IC wealth banker (private banking)
Builds
Holistic financial solutions including investment, insurance, and wealth planning products
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
High-net-worth client relationship management, financial needs analysis, sales target achievement, regulatory compliance, market trend analysis
Preferred skills
CFP certification, IC License, proficiency in English and Thai
Technologies
Investment products (mutual funds, bonds, equities), insurance products, wealth planning tools
Responsibilities
Develop and maintain strong relationships with high-net-worth clients, proactively identify and acquire new wealth management clients, conduct thorough financial needs analysis and provide tailored investment and insurance solutions, monitor client portfolios and recommend adjustments based on market conditions, collaborate with internal product specialists to deliver holistic financial solutions, ensure full compliance with regulatory requirements and internal policies
Seniority
Mid-Senior, hands-on IC