JobThai
Jun 20, 2025

ผู้จัดการ Private Banking และโครงการพิเศษ

pin locationLocation
pin location
bts iconBTS Chong Nonsi, Sala Daeng
mrt iconMRT Sam Yan, Si Lom
salary iconSalary
salary icon50,000 - 70,000 THB
number of positions iconVacancies
number of positions icon3 ตำแหน่ง
online interview iconOnline Interview
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Job Descriptions
1.Client Acquisition & Relationship Management: Build and manage a portfolio of high-net-worth clients, ensuring personalized service to meet their evolving needs. 2.Tailored Advisory: Provide strategic investment and insurance advices across a range of asset classes to achieve target which matches risk profile of customers. 3.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. 4.Acquire new clients through strategic networking with existing networks and targeted prospecting efforts 5.Deliver exceptional client service by ensuring accurate transaction execution, prompt responses to client inquiries, and alignment with their financial goals 6.Monitor and optimize clients' investment portfolios to ensure alignment with their objectives and strategies
Qualifications
  1. Bachelor’s degree or higher in Business Administration, Banking and Finance, Economics, Accounting, Marketing, or a related field
  2. Minimum 5 years of experience in Private Banking, Investment, or Wealth Management, experience in working with high-net-worth clients is preferred
  3. Experience in offshore investments or offshore work is an advantage
  4. Holder of relevant investment and insurance licenses; CFP or AFPT certification is a plus
  5. Fluent in both spoken and written English
  6. Strong interpersonal and leadership skills, with a passion for sales and client service, hard-working, ambitious, and capable at delivering effective presentations
  7. Client Focus: Proven ability to understand and address the unique needs of high-net-worth individuals and families
How to apply
- ส่ง Resume แนบส่งตาม E-mail ด้านล่างพร้อมทั้งระบุตำแหน่งและสาขาที่ต้องการปฏิบัติงาน - หรือ Walk-in สมัครงานได้ที่สาขาที่ต้องการทำงาน (เฉพาะสาขาต่างจังหวัด) กรุณาระบุสาขาที่ต้องการสมัครให้ชัดเจน
Contacts
คุณเอกชัย บุญจันทร์
บริษัท ไทยกรุ๊ป โฮลดิ้งส์ จำกัด (มหาชน) และบริษัทในเครือ
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Tel. : 062-598-0529
Email : segroup_364@trustmail.jobthai.com (Email for job application & inquiry)
Fax : 02-631-2588
LINE ID: -
Location
Si Lom Bang Rak Bangkok
Directions
BTS ศาลาแดง หรือ MRT สีลม
Application Methods
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