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Head of RM - Financial Services

Bangkok, Bangkok Province Permanent View Job Description
We are seeking an experienced Relationship Manager (Team Head) to lead client engagement and portfolio management for high-net-worth and institutional clients. This role requires strategic thinking, strong leadership, and deep expertise in investment advisory.
  • Leadership Opportunity in Client Relationship Management
  • Exposure to Complex Financial Solutions and Market Expertise

About Our Client

This organisation is a prominent player in the financial services industry, known for providing comprehensive banking and financial solutions. It operates on a substantial scale and is dedicated to supporting its clients and employees.

Job Description

  • Build and maintain strong relationships with high-net-worth and institutional clients to ensure satisfaction and long-term loyalty.
  • Develop tailored financial strategies, investment plans, and portfolio models aligned with client objectives.
  • Monitor and analyze client portfolios, providing timely recommendations for rebalancing based on market conditions.
  • Stay attuned to changes in client needs and proactively introduce relevant financial products and services.
  • Drive business growth by expanding the client base and offering suitable financial solutions.
  • Collaborate with internal teams, including marketing and client services, to achieve sales and revenue targets.
  • Ensure compliance with regulatory standards and uphold professional ethics in all advisory activities.

The Successful Applicant

  • Bachelor's degree or higher in Finance, Investment, Economics, Business Administration, or related fields.
  • At least 10 years of experience in relationship management, investment advisory, or capital markets.
  • Investment Consultant License or relevant certifications (e.g., IC Complex, CFP, CFA) preferred.
  • Strong communication, presentation, and negotiation skills.
  • Client-focused mindset with a positive attitude and ability to lead a team effectively.
  • Prior experience in managing relationships and knowledge of Mutual Funds and Structured Products is highly desirable.

What's on Offer

  • Competitive salary
  • Performance-based bonuses and allowances.
  • Opportunities for professional growth and development.
  • Challenging and rewarding role within the financial services industry.
Contact
Pla Lertsiri
Quote job ref
JN-012026-6916015

Job summary

Function
Sales
Subsector
Sales Subsector
Industry
Financial Services
Location
Bangkok
Contract type
Permanent
Consultant name
Pla Lertsiri
Job reference
JN-012026-6916015

About Page Executive

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