วางแผนการเงินส่วนบุคคล

Kiatnakin Phatra Bank

กรุงเทพมหานคร, Thailand
On-site
Wealth management service
Investment management expertise
Asset allocation strategy
Provide wealth management service to targeted clients who would benefit from our expertise in investment management and a superior wealth management platform

Job Summary

  • Provide wealth management service to targeted clients who would benefit from our expertise in investment management and a superior wealth management platform.
  • Develop and manage relationships with individuals with minimum liquid investable asset of 2 million baht or more.
  • Provide wealth management solution through asset allocation strategy, giving clients access to variety of investment products covering all asset classes including cash, bonds, stocks and alternatives.

Matching Summary

Provide wealth management service to targeted clients who would benefit from our expertise in investment management and a superior wealth management platform.

Skills & Requirements

Must-have

  • wealth management service
  • investment management expertise
  • asset allocation strategy
  • variety of investment products

Nice-to-have

  • superior wealth management platform
  • meeting business targets
  • interpersonal skills
  • mature and self-confident

Key Requirements

  • Master degree
  • minimum of 2-year experience
  • capital market experience
  • knowledgeable about financial services and products
  • relationship management skills

Work Rights

Not specified

Tailored Resume

Cover Letter