RM-Wealth Preferred Banking

CIMB Thai Bank (Bangkok Metropolitan Area)

Bangkok Metropolitan Region, Thailand

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.

About this position

The RM-Wealth Preferred Banking position focuses on building customer wealth by offering professional financial advice and creating financial strategies or investment plans.

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

Requirements

• 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)