Award-winning executive recruitment company, Monroe Consulting Group, is recruiting on behalf of one of the leading banks in Thailand, offering a comprehensive range of banking and financial services for diverse clientele, including individuals, businesses, and corporations.
The position will be responsible for developing relationships with high-net-worth clients, acquiring new clients, and offering strategies aligned with client goals and market trends.
Job Responsibilities
- Develop, manage, and sustain relationships with high-net-worth (HNW) clients.
- Provide customized investment solutions and expert guidance on financial products.
- Offer tailored banking solutions for both onshore and offshore needs, along with expert advice on portfolio management, financial products, investment opportunities, and wealth structuring.
- Optimize portfolios and collaborate with the wealth management team to align strategies with client objectives and market trends.
- Collaborate closely with the wealth management team, including the Chief Investment Officer (CIO) team, Wealth Planning, and Family Office.
- Attract new clients by leveraging an existing network and implementing targeted prospecting strategies.
- Deliver exceptional client service through timely and accurate transaction execution, responding promptly to inquiries, and helping clients achieve their financial goals.
- Monitor and enhance clients' investment portfolios to ensure alignment with their investment objectives and established strategies
Job Requirements
- A bachelor's degree or higher in Business Administration, Banking and Finance, Economics, Accounting, Marketing, or related fields.
- Experience in Private Banking, Offshore Investment, or Wealth Management, with a preference for experience working with high-net-worth clients.
- Fluent in spoken and written English, proficient in MS Office, with strong interpersonal skills and a positive personality.
- Must be passionate about sales and service, ambitious, and possess excellent presentation skills
- Investment and insurance license holder; CFP certification is a plus.
