Position title
RM-Wealth Preferred Banking

CIMB Thai Bank

Description
  • Build customer's wealth
  • Offer professional financial advice
  • Financial strategies plan or investment plan
Responsibilities
  • Manage business relationship with Privilege Banking clients and offer professional financial advice; customer service to achieve high level of customer satisfaction and retention (AUM more than 50 MB)
  • Design financial strategies, investment and portfolio model plans for individual customer
  • Build customer's wealth through Privilege Banking products
  • Review and response to customers changing needs and financial circumstances, associated risk and providing customers with information on new and existing products and services
  • Closely performs credit monitoring in compliance with the bank's policies or guidance
  • Coordinate with related departments in marketing and servicing the customers to achieve sale volume and revenue target
Qualifications
  • Master's degree in M.B.A., or Bachelor degree in Marketing, Business Economics, Financial, or related field
  • At least 2 years of experience in Wealth Banking, Private Banking, Investment HNW customer
  • Experienced in RM, knowledge in Mutual Fund products and Structure products is preferred
  • Knowledge of financial instruments, credit and business analysis, industry analysis
  • Strong interpersonal and communication skills
  • Certificate for Single License (IC), Life and Non-Life License (LIB,NIB)

If you are the challenging person, we are here for you and provide you the attractive package and good benefit

CIMB Thai Bank Public Company Limited, previously known as Bank Thai Public Company Limited, was established in 1998 with the Financial Institutions Development Fund (FIDF) as the major shareholder. On 5 November 2008, CIMB Bank Berhad became the largest shareholder in Bank Thai and on 4 May 2009, the Bank completed the registration of its new name: "ธนาคาร ซีไอเอ็มบี ไทย จำกัด (มหาชน)" in Thai and "CIMB Thai Bank Public Company Limited" in English. This name change reflects the official transition of Bank Thai from being a single company to a member of CIMB Group.

Employment Type
Full-time
Industry
Banking
Job Location
Bangkok, Thailand
Date posted
December 16, 2024
Valid through
January 16, 2025
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Position: RM-Wealth Preferred Banking

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