Head of RM - Financial Services

Page Executive · Bangkok, Bangkok, Thailand

Location
Bangkok
Job Type
FULL_TIME
Posted
June 24, 2026

Job Description

Job Description

  • Build and maintain strong relationships with high-net-worth and institutional clients to ensure satisfaction and long-term loyalty.
  • Develop tailored financial strategies, investment plans, and portfolio models aligned with client objectives.
  • Monitor and analyze client portfolios, providing timely recommendations for rebalancing based on market conditions.
  • Stay attuned to changes in client needs and proactively introduce relevant financial products and services.
  • Drive business growth by expanding the client base and offering suitable financial solutions.
  • Collaborate with internal teams, including marketing and client services, to achieve sales and revenue targets.
  • Ensure compliance with regulatory standards and uphold professional ethics in all advisory activities.
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