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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Relationship Management and Wealth Management, with a strong focus on client acquisition, portfolio growth, and delivering tailored investment solutions. Possesses a deep understanding of financial markets and investment products, ensuring compliance with regulations while maintaining high standards of client service.
Highest-signal resume keywords
Relationship ManagementWealth ManagementInvestment SolutionsClient AcquisitionFinancial Markets Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment StrategiesPortfolio ManagementFinancial AnalysisRisk AssessmentAsset Under Management (AUM) GrowthMutual FundsStructured ProductsFixed IncomeEquitiesAlternative Investments
Soft Skills
Communication SkillsNegotiation SkillsRelationship-BuildingTeamworkSelf-Motivated
Certifications & Qualifications
IC License – Complex 2 or Higher
Industry Keywords
Corporate ClientsHigh Net Worth IndividualsPrivate BankingSecuritiesAsset ManagementInvestment AdvisoryFinancial ServicesBusiness DevelopmentClient Portfolio ManagementEconomic Developments
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 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
- 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