Head of Wealth Customer Relationship Manager

วันเปิดรับสมัคร7 มีนาคม 2568
สถานที่ทำงานภาคกลาง
รายละเอียด

Why This Role Matters:

In this role, you will drive the bank’s wealth management strategy, leading a team to expand the affluent customer base and deliver tailored financial solutions. Your leadership will directly impact revenue growth, customer loyalty, and the bank’s position as a trusted partner in wealth management. If you're passionate about driving growth, enhancing client relationships, and making a lasting impact, this is your opportunity to lead and excel.

Job description:

· Lead & Develop the Wealth Relationship Team – Build, mentor, and manage a high-performing team to drive customer acquisition, portfolio management, and financial advisory services.

· Drive Customer Growth & Engagement – Acquire new-to-bank customers, strengthen relationships with existing clients, andproactively provide personalized financial planning advices and products that aligns with their needs and risk profiles.

· Ensure Service Excellence & Collaboration – Foster seamless banking experiences through internal coordination, ensuring high service standards and long-term customer satisfaction.

Qualifications:

· Bachelor’s degree or higher in Marketing, Finance or Business Administration.

· Minimum 7 years of experience in financial institutions, with at least 3 years in a managerial role overseeing Relationship Managers or Wealth Relationship Managers.

· Investment Consultant License (IC Complex2) / Life & Non-Life Insurance Broker License.

· Strong leadership capabilities with a customer-centric approach and a deep understanding of banking products.

· Excellent skills in communication, and problem-solving skills.

Location: Ayutthaya Zone Office