เงื่อนไขการค้นหา

ประเภทงาน:

งานประจำ

• Empathy, energy resilience, optimism, self confidence.
• Luxury service attitude.
• Generate sales to achieve sales target by applying brand selling method, product knowledge and able to follow basic service flow across different touchpoints.
• Maintaining the counter/store quality and merchandising: maintain appearance and cleanliness of the store, merchandising, ensure on shelf product availability.
• Digital Savvy.
• Base Salary start at 25K (depend to experience) + Commision

ประสบการณ์:

2 ปีขึ้นไป

ทักษะ:

IC License

ประเภทงาน:

งานประจำ

• Provide "Wealth Management" solutions, advice, and develop good relationships with High Net Worth customers.
• Nurture and retain existing HNW customers and entice former clients back into the Bank.
• Acquire and win new customers, especially HNW families.
• Continuously develop relationships with a financial portfolio of customers.
• Act as a Private Banker, drawing up a comprehensive financial portfolio that reflects the dynamic between personal and business assets.
• Maximize customers' assets and revenues from their AUM (Assets Under Management).
• Be fully competent in giving financial advice to High Net Worth customers on the Bank s products and services (Investment/Protection/Deposit/Lending) and delivering Financial Well Being.
• Continuously develop and deepen the 720-degree relationship with existing HNW customers and new customers by providing regular value-added engagement to individuals/families.
• Bachelor's/ Master's Degree, preferably in Marketing, Finance, or other Business Administration fields.
• Strong banking knowledge and business ethics, with a minimum of 3 years of experience in Private Banking with High Net Worth customers.
• Solid understanding of Private Banking products and services.
• Holds an IC Complex 2 license qualification will be preferred.
• Excellent connections within the private banking market.
• Well-versed in Banking Reforms/Regulatory Changes in the market.
• Extremely conscious of the high sensitivity and confidentiality requirements of the market.
• Good personality and a growth mindset.
• Excellent skills in client handling, communication, organization, problem-solving, and conflict management.
• Possession of CFP, AFPT, or equivalent qualifications would be an advantage.

ประสบการณ์:

3 ปีขึ้นไป

ทักษะ:

Finance, Accounting, CFP, English

ประเภทงาน:

งานประจำ

• Maintain and expand customer-base and business volume, together with maintain customer service and offer benefits to maximize customer satisfaction.
• Overview and monitor the result of recommended asset allocation of each clients in order to provide an acceptable level of investment benefits to them.
• Be representative of the bank and build up strong relationship with relevant agencies and clients for smooth operations.
• Maximize business volume and revenue to the bank by recommending the investment products to clients under their appropriate risk appetite, operating guidelines, rules & regulations of the bank, authorized agencies, and related parties.
• Offer investment products which aligned with the Bank s policy as well as manage cost regards to customer care in an appropriate level.
• Qualifications Bachelor s degree or higher in Business Administration, Banking and Finance, Economics, Accounting, Marketing, or related fields.
• At least 3 years of experience in Banking, Investment or Financial organization. Experience in working with High Net Worth customers is preferable.
• Holding relevant licenses for investment, such as IC, CFP, CISA, Single License, NIB, LIB will be advantage. Possess solid knowledge in investment and investment product.
• Professional in MS. Office: Excel, Word, Power point. Fluent in English speaking and writing.
• Good personality and interpersonal skills, passionate in sales and services. Hard-working, ambitious and capable presentation skills.
• We're committed to bringing passion and customer focus to the business. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.