Relationship Manager - Wealth and Insurance เปิดรับทุกจังหวัด

-Deliver personalized investment advice aligned with clients’ financial objectives and risk tolerance to optimize portfolio performance.

-Proactively identify and onboard new clients through outreach initiatives and relationship development efforts.

-Recommend and distribute a wide range of wealth management and financial solutions, including deposits, insurance products, mutual funds, structured instruments, debentures, and other investment offerings.

-Cross-sell comprehensive financial products to enhance client engagement and address diverse financial goals.

-Contribute to business growth by increasing Assets Under Management (AUM), expanding insurance sales, and acquiring new clients.

-Build and maintain strong client relationships by providing regular portfolio reviews and tailored financial guidance.

Qualifications: Bachelor’s degree in Finance, Business Administration, Economics, or a related discipline. Excellent communication and interpersonal abilities with a strong focus on client service. Solid understanding of investment products, financial planning concepts, and relevant regulations. Ability to work effectively in a fast-paced, target-driven, and team-oriented environment. Preferred certifications include IC2, Life Insurance License, and Non-life Insurance License.