Private Banker

Responsibility

• Providing Financial Care and consultancy to Clients of Bualuang Exclusive (AUM 50 MB), and also maintaining relationships with both new and existing clients. Providing them with in-depth financial advice
• Be the key point of contact and cultivate long-term mutually beneficial client relationship with in-depth understanding of clients' situation, objectives, and risk profiles
• Provide customized Wealth advisory solution with optimal asset allocation model and access to a variety of invest products based on their investment objectives
• Perform portfolio review to ensure it's well-positioned given clients’ investment objectives and market conditions
• Collaborate with specialists from within BBL and its subsidiaries to provide effective in-depth advisory and product knowledge based on clients’ needs
• Achieve financial targets by enhancing existing and acquiring new client relationships
• Train Junior RMs under coaching program
• Coordinate with related departments in marketing, client servicing, and product development
• Comply with bank policies & procedures, code of conduct and all regulations / notices / guidelines issued by the Bank of Thailand and the Securities Commission of Thailand

Qualification

• Bachelor’s or Master's degree in Finance, Accounting, Economics, or related field
• License: IP License, Life and Non-Life License are required
• At least 5 years of experience in Private Banking is a must
• Knowledge of financial instruments, credit and business analysis, industry analysis.
• Must be exempt from military service

Working Location : Private Bank Center at Sathorn City Tower

If you require more information, please contact : Khun Nitiphon Tel. 02-2968356 or 085-481-2111