Wealth Relationship Manager (BKK & UPC)

About the job

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Responsible for managing relationship with existing wealth clients and acquiring new potential wealth clients
Plan, analyze, and assess investment need of customer in portfolio, together with recommend suitable investment solution to each client based on risk appetite and preference
Facilitate investment transaction to clients to ensure smooth and accuracy process are maintained, as well as coordinate with related parties to ensure excellent services is always brought to clients
Prepare call plan, call report, and execute according to plan to foster with the existing clients and expanding new client pipeline
Maintain ethical and good governance standard that comply with market conduct, and rules and regulations

Qualifications:

Bachelor's degree or higher in Finance, Accounting, Business Administration, Economics, and related fields
Minimum of 2-year direct experiences in banking, investment advisory, or insurance
Sound knowledge in investment and insurance products
Possess IC, LIB, Unit Link and NIB licenses
Good presentation skill, enthusiastic, observant, meticulous and able to work under pressure

We're committed to bringing passion and customer focus to the business.

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.

From Siam Commercial Bank Public Company Limited's careers page (Workday), checked 31 Oct 2026.

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Posted 8 Sept 2026 · checked 31 Oct 2026 · Report this job