A prestigious financial institution in Bangkok is seeking a Private Banker to lead a high-performing team dedicated to delivering bespoke investment solutions and outstanding client service. This role offers you the opportunity to work with high-net-worth clients, providing tailored onshore and offshore banking strategies while collaborating closely with expert wealth management teams.
You will be at the forefront of driving client acquisition, nurturing long-term relationships, and optimising portfolios to achieve ambitious business goals. The organisation is committed to fostering a supportive environment that values professional growth, teamwork, and continuous learning, making this an ideal setting for those who thrive in collaborative and inclusive workplaces.
* Lead a respected team of private bankers focused on high-net-worth clients, ensuring every member is equipped to deliver exceptional investment advice and meet performance targets.
* Enjoy flexible working opportunities and access to ongoing training programmes designed to support your professional development and enhance your expertise in wealth management.
* Work within a knowledgeable network of professionals where supportive leadership encourages collaboration, sharing of best practices, and personal growth.
What you'll do:
As Private Banker, you will play a pivotal role in shaping the success of both your team and your clients. Your day-to-day responsibilities will centre around guiding talented private bankers as they deliver tailored investment solutions to high-net-worth individuals. You will foster an environment where collaboration thrives—working closely with internal experts from various disciplines to ensure every client receives holistic advice that reflects their unique circumstances. By championing best practices in relationship management, portfolio optimisation, and regulatory compliance, you will help drive business growth while supporting the professional development of your colleagues. Your ability to nurture connections both inside and outside the organisation will be key to expanding the client base and enhancing overall service quality.
* Guide and manage a team of private bankers, ensuring each member provides thoughtful investment recommendations aligned with client needs and organisational objectives.
* Cultivate enduring relationships with high-net-worth individuals by offering personalised banking solutions, expert portfolio management advice, and comprehensive wealth structuring services.
* Drive new client acquisition through strategic networking initiatives and targeted prospecting efforts that expand the institution’s reach within the HNW segment.
* Deliver attentive client service by overseeing accurate transaction execution, responding promptly to inquiries, and ensuring all actions are consistent with clients’ financial aspirations.
* Collaborate extensively with internal wealth management teams—including investment specialists, planners, and family office experts—to optimise client outcomes through shared expertise.
* Monitor clients’ investment portfolios regularly to ensure alignment with their evolving objectives and market conditions, recommending adjustments as needed for optimal results.
* Facilitate knowledge-sharing sessions within your team to promote best practices in client engagement, product selection, and regulatory compliance.
* Support the professional development of team members by providing constructive feedback, mentoring opportunities, and access to relevant training resources.
* Ensure all activities adhere strictly to industry regulations and ethical standards while maintaining the highest levels of confidentiality and trust.
* Represent the institution at industry events and forums to strengthen its reputation among peers and potential clients.
What you bring:
To excel as Private Banker Team Manager, you will bring extensive experience from the world of private banking or wealth management—ideally gained over a decade working directly with high-net-worth individuals. Your academic background will underpin your technical expertise while your hands-on familiarity with offshore investments adds valuable perspective. Holding relevant licences ensures you operate confidently within regulatory frameworks. Your fluency in English allows you to connect easily across cultures while your proficiency in Microsoft Office supports efficient communication. Above all else, your interpersonal strengths—empathy, dependability, sensitivity—will enable you to build lasting relationships both internally among colleagues and externally with clients. Your approachability fosters trust; your supportive leadership style inspires others; your enthusiasm for sharing knowledge helps create a positive team culture where everyone feels valued.
* Bachelor’s degree or higher in Business Administration, Banking and Finance, Economics, Accounting, Marketing or related field is required for this position.
* At least 10 years of experience in private banking, investment or wealth management roles with proven success working alongside high-net-worth clients is highly desirable.
* Experience managing offshore investments or having worked internationally is considered an advantage for this role.
* Relevant investment and insurance licences are mandatory; holding CFP certification would be beneficial but not essential.
* Proficiency in Microsoft Office applications including Excel, Word and PowerPoint is necessary for effective reporting and presentations.
* Fluency in both spoken and written English is required to communicate effectively with clients from diverse backgrounds.
* Exceptional interpersonal skills are vital for building trust-based relationships with clients as well as fostering teamwork within your group.
* Demonstrated leadership abilities that encourage collaboration, knowledge-sharing and mutual support among colleagues are important for success in this role.
* A genuine passion for sales combined with a commitment to delivering outstanding client service will set you apart as an ideal candidate.
* Ability to present complex financial concepts clearly during meetings or seminars is valued.
What sets this company apart:
This esteemed financial institution stands out for its unwavering commitment to nurturing talent through continuous training opportunities and flexible working arrangements that respect individual needs. Employees benefit from being part of a knowledgeable network where collaboration is encouraged at every level—from junior staff up through senior leadership. The company’s inclusive ethos ensures everyone has access to resources that support personal growth while generous pension contributions reflect its dedication to long-term wellbeing. With supportive leadership guiding daily operations, staff enjoy an environment where ideas are shared freely and achievements are celebrated collectively. The organisation’s reputation for excellence attracts discerning clients who value integrity—and it extends that same respect toward its employees by investing in their future success.
What's next:
If you are ready to take the next step in your career journey by joining a collaborative team dedicated to delivering exceptional service for high-net-worth clients—this opportunity awaits you!
Apply today by clicking on the link below; share your story with us so we can explore how you might contribute to our growing network.
Due to the high volume of applications, our team will only be in touch if your application is shortlisted.
Robert Walters Recruitment (Thailand) Limited
Recruitment License No.: น. 1188 / 2551
