We are looking for an experienced and driven Senior Corporate Relationship Manager to join our growing team. This role is ideal for a relationship management professional with a strong background in serving Corporate and High Net Worth (HNW) clients, combined with solid investment knowledge and a passion for delivering tailored financial solutions.
The successful candidate will play a key role in strengthening existing client relationships, developing new business opportunities, and providing professional investment solutions that align with each client’s financial objectives and risk profile.
Key Responsibilities
- Develop, manage, and strengthen long-term relationships with Corporate and High Net Worth (HNW) clients.
- Acquire new clients and identify business opportunities to expand the company’s Corporate and HNW client portfolio.
- Understand clients’ financial objectives, investment needs, liquidity requirements, and risk profiles to deliver appropriate investment solutions.
- Provide professional investment advice and financial product recommendations across a range of investment products and solutions.
- Act as a trusted relationship partner by providing timely market insights, investment ideas, and relevant financial solutions.
- Work closely with investment specialists, product teams, and other internal stakeholders to develop customized solutions for clients.
- Maintain a high standard of client service and proactively identify opportunities to deepen client relationships and increase Assets Under Management (AUM).
- Stay up to date with financial markets, investment trends, economic developments, and new financial products.
- Ensure all investment recommendations and client activities comply with applicable regulations, internal policies, and professional standards.
- Take ownership of individual business targets and contribute to the overall growth of the team and organization.
Qualifications
- Bachelor’s degree or higher in Finance, Economics, Business Administration, Investment, or a related field.
- Minimum 5 years of relevant experience in Relationship Management, Wealth Management, Private Banking, Securities, Asset Management, or other financial services.
- Proven track record in managing Corporate, High Net Worth, or Ultra High Net Worth clients.
- Possess a valid IC License – Complex 2 or higher.
- Strong knowledge of financial markets, investment products, and wealth management solutions.
- Ability to understand clients’ financial needs and recommend suitable investment strategies and products.
- Strong relationship-building, communication, presentation, and negotiation skills.
- Commercial mindset with the ability to identify and develop new business opportunities.
- Strong sense of ownership, responsibility, and professional ethics.
- Self-motivated, proactive, and results-oriented.
- Excellent teamwork and interpersonal skills, with the ability to collaborate effectively across functions.
- Good command of Thai and English.
Preferred Qualifications
- Established network among corporate clients, business owners, senior executives, family businesses, and High Net Worth individuals.
- Experience in client acquisition and portfolio/AUM growth.
- Strong understanding of mutual funds, structured products, fixed income, equities, alternative investments, and other investment solutions.
- Experience working in Private Banking, Wealth Management, Securities, Asset Management, or Investment Advisory is highly preferred.
