Private Banker

Bangkok Bank (Bang Rak, Bangkok City, Thailand)

Bangkok, Thailand

Discover Bangkok Bank – Thailand’s largest commercial bank and one of the leading commercial banks in Southeast Asia. A pioneer bank with long progress of the country. Bangkok Bank has grown and matured with Thai people and their business interests and today is renowned for its size, stability and partnership approach. The bank is driving innovation in new products and services and building on its inherent scale advantages to meet the challenges of a changing financial landscape and consolidate its leadership position for the future.

About this position

The Private Banker role involves managing a team to achieve financial targets, providing support and guidance, and developing client relationships while ensuring adherence to policies and procedures.

Responsibilities

• Manage & support a team of Private Bankers to achieve agreed financial targets
• Provide support & guidance to Private Bankers on their day-to-day responsibilities; including meeting high-priority clients when necessary
• Implement sales strategies to drive performance, and ensure team provides consistent and high-quality investment advisory, building clients' confidence and trust in the bank's capabilities
• Motivate Private Bankers and help to develop the Private Banking business
• Provide coaching, support and onboarding of Private Bankers to team
• Lead the overall client development planning with the Private Bankers and orchestrate the introduction of new products
• Ensure team's adherence to process and policy requirements
• Oversee operations of Private Banking team; provide checks and balances
• Ensure proper advisory procedures and documentation
• Coordinate with related departments in marketing, client servicing, and product development
• Support Head of Private Banking to develop the overall strategy for the unit
• Be the key point of contact and cultivate long-term mutually beneficial client relationship with in-depth understanding of clients' situation, objectives, and risk profiles
• Provide customized Wealth advisory solution with optimal asset allocation model and access to a variety of invest products based on their investment objectives
• Perform portfolio review to ensure it's well-positioned given clients' investment objectives and market conditions
• Collaborate with specialists from within BBL and its subsidiaries to provide effective in-depth advisory and product knowledge based on clients' needs
• Achieve financial targets by enhancing existing and acquiring new client relationships
• Train Junior RMs under coaching program
• Coordinate with related departments in marketing, client servicing, and product development
• Comply with bank policies & procedures, code of conduct and all regulations / notices / guidelines issued by the Bank of Thailand and the Securities Commission of Thailand

Requirements

• Bachelor’s or Master's degree in Finance, Accounting, Economics, or related field
• License: IP License, Life and Non-Life License are required
• At least 5 years of experience in Private Banking is a must
• Knowledge of financial instruments, credit and business analysis, industry analysis.
• Outstanding personal and professional relationship within the affluent segment
• Excellent client- and service -orientation as well as outstanding communication skills
• Strong financial product knowledge and technical competence in the understanding, development, and delivery of holistic wealth planning solutions
• Excellent presentation and interpersonal skills
• Problem-solving attitude
• Proven track record in client acquisition and management of wealth for clients is essential
• Drive and motivation to work in a target oriented and high-performance culture
• Committed and dedicated to maintaining the highest standards with respect to our risk and control culture and to meet company's policies and obligations