The role involves working closely with key referral partners to increase awareness of wealth management and life insurance planning among their existing client bases
Job Summary
The role involves working closely with key referral partners to increase awareness of wealth management and life insurance planning among their existing client bases.
As a member of the Marketing and Products team, the incumbent will participate in commercial and strategic discussions within the private wealth ecosystem.
The position requires institutionalizing relationships with bankers and conducting coaching sessions to raise awareness of wealth management importance.
Matching Summary
The role involves working closely with key referral partners to increase awareness of wealth management and life insurance planning among their existing client bases.
Skills & Requirements
Must-have
5+ years wealth management experience
Life insurance product sales expertise
Fluent in Thai and English languages
HNW/UHNW client relationship management
Referral partner network development
Nice-to-have
Entrepreneurial mindset and independence
Passion for holistic wealth planning
Confident public presentation skills
Experience with legal and tax advisory sectors
Key Requirements
Minimum 5 years in Wealth Management industry
Licensed in Thailand for life insurance advisory
Fluency in spoken and written Thai and English
Work Rights
Must be licensed in Thailand to conduct life insurance advisory