|
คุณสมบัติ
-
Bachelor’s or above in Finance, Accounting, Economics, or related field
-
At least 5-10 years of experience in RM, Wealth Banking, Private Banking,
-
License: IC Complex 1 License is required
-
Experienced in knowledge in Investment Products, Mutual Fund, Fixed Income products is preferred.
-
Excellent client and service orientation as well as outstanding communication skills
-
Strong financial product knowledge and technical competence in the understanding, development, and delivery of holistic wealth planning solutions
-
Excellent presentation and interpersonal skills. Problem-solving attitude
|
|
ลักษณะงาน
-
Collaborate in acquiring and leading client relationships, providing advice on a broad range of Wealth Management investment portfolios/ products and services tailored to the sophisticated needs of affluent/ HNW clients.
-
Deliver superior service to our clients and seek opportunities to deliver cross-selling future investment opportunities.
-
Be knowledgeable and product expertise in developing solutions for clients in the creation, management and transfer of their wealth, you will work towards specific individual, team, as well as revenue targets.
Workplace: Head Office @CTW
|