WKR Recruitment Co., Ltd.

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Nov 19, 2024

Relationship Manager (Securities Firm)

สถานที่ปฏิบัติงาน

Bangkok

เงินเดือน

50,000 THB with incentive

อัตรา

ไม่ระบุ

สัมภาษณ์งานออนไลน์

สมัครงาน

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Job Descriptions

• Engage with and support clients by providing professional investment advice tailored to meet their individual needs. • Manage an existing client base in mutual funds and corporate bonds, achieve sales targets, and grow assets under management (AUM) as agreed. • Provide personalized financial planning based on each client’s financial status and assume responsibility for their financial well-being. • Monitor and analyze investment data to protect clients’ interests, utilizing research and advice from the investment advisory team. • Prepare and present performance reports for clients, including tailored financial management recommendations and suggestions on appropriate financial products. • Build and maintain long-term relationships with clients, focusing on expanding the base of high net worth clients (HNWI).

Qualifications

Bachelor’s or Master’s degree in Marketing, Finance, Economics, or a related field.
At least 2 years of experience in financial planning or investment advisory.
Must hold an IC Plain or higher Investment Consultant license or an IP (Investment Planner) certification.
Strong interpersonal skills with effective presentation and communication abilities.
Strong consulting and problem-solving skills.
Service-minded with high flexibility in work.