Wealth Relationship Manager

PI Securities Public Co., Ltd. (Bangkok, Bangkok City, Thailand)

Bangkok, Thailand

Pi Securities is the company behind the Pi Financial personal trading and investments App in Thailand.   Our vision is to empower retail traders and investors to achieve more in the financial markets. We are registered as broker member number 3 with the SET and are regulated by the SEC of Thailand. Under the Pi brand and our predecessor brands, we have a 40+ year track record of servicing the most active traders in our market, across equities, derivatives, and more.

Detail posisi

Pi Securities is seeking a Wealth Relationship Manager to manage and acquire wealth clients, conduct market research, and collaborate with teams to enhance client acquisition and service.

Kewajiban

• Responsible for managing relationships with existing wealth clients and acquiring new potential wealth clients.
• Conduct market research to identify potential clients and understand their needs.
• Collaborate with the product and marketing teams to develop and implement effective client acquisition campaigns.
• Plan, analyze, and assess the investment needs of clients in the portfolio, and recommend suitable investment solutions to each client based on their risk appetite and preferences.
• Facilitate investment transactions for clients to ensure smooth and accurate processes are maintained, as well as coordinate with related parties to ensure excellent service is always provided to clients.
• Prepare call plans, call reports, and execute according to plan to foster relationships with existing clients and expand the new client pipeline.
• Maintain ethical and good governance standards that comply with market conduct, rules, and regulations.

Kualifikasi

• Bachelor's degree or higher in Finance, Accounting, Business Administration, Economics, or related fields.
• Minimum of 2 years of direct experience in banking, investment advisory.
• Proven track record of building and managing client relationships.
• Strong knowledge of financial markets, investment products, and regulatory requirements.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to work independently and as part of a team.
• Having an IC license.