A leading financial institution in Bangkok is seeking a dedicated Wealth Relationship Manager to join their expanding team. This is an exceptional opportunity for you to leverage your expertise in wealth management and investment advisory, working with a supportive network of professionals who are committed to delivering outstanding client service. The organisation offers a highly competitive compensation structure, including monthly incentives that rank among the top in the market, ensuring your efforts are generously rewarded. With a streamlined client onboarding process and a collaborative environment, you will have the resources and flexibility needed to nurture meaningful client connections and drive portfolio growth. Whether you are looking to step into a leadership role or continue developing your career as a valued team member, this position provides the platform for both professional advancement and personal fulfilment.
What you'll do:
As a Wealth Relationship Manager, you will play a pivotal role in fostering trusted partnerships with high-net-worth individuals by offering thoughtful investment guidance tailored to their specific needs. Your day-to-day responsibilities will involve engaging directly with clients to understand their aspirations, facilitating smooth transactions, collaborating with internal experts on innovative campaigns, and ensuring compliance at every stage. You will also be instrumental in preparing strategic plans that drive engagement while contributing positively within a dynamic team environment. Success in this role means consistently delivering exceptional service experiences that build loyalty, deepen relationships, and support the overall growth of the wealth management division.
- Cultivate and expand relationships with both existing and prospective wealth clients by understanding their unique financial goals and providing tailored advice.
- Assess each client’s investment needs thoroughly, recommending suitable solutions that align with their risk appetite and long-term objectives.
- Facilitate seamless investment transactions while coordinating closely with internal teams to ensure every client receives attentive and responsive service.
- Collaborate actively with product specialists and marketing colleagues to design and execute effective client acquisition campaigns that drive business growth.
- Prepare detailed call plans and comprehensive reports to monitor engagement activities, track pipeline progress, and identify new opportunities for relationship deepening.
- Ensure strict adherence to all market conduct guidelines and regulatory standards, maintaining the highest level of professionalism in every interaction.
- Support the onboarding process by guiding clients through easy account opening procedures, including managing duplicate accounts when necessary.
- Contribute positively to team initiatives by sharing insights, best practices, and supporting colleagues across different teams as required.
- Stay informed about current trends in financial markets, investment products, and regulatory changes to provide up-to-date guidance to clients.
- Participate in regular training sessions and knowledge-sharing forums to continuously enhance your technical expertise and interpersonal skills.
What you bring:
The ideal candidate for the Wealth Relationship Manager position brings not only technical proficiency but also genuine empathy for clients’ needs. Your background includes significant exposure to banking or investment advisory environments where you have honed your ability to interpret market trends and recommend appropriate solutions. You possess strong interpersonal skills that allow you to connect meaningfully with clients while working harmoniously alongside colleagues from different departments. Your attention to detail ensures compliance is always maintained without sacrificing service quality. Additionally, your proactive approach enables you to identify new opportunities for portfolio expansion while keeping abreast of industry developments through ongoing learning. By combining analytical acumen with warmth in communication, you create positive experiences that foster loyalty among high-value clients.
- Bachelor’s degree or higher in Finance, Business Administration, Economics or related discipline is essential for this position.
- At least five years of proven experience within banking or investment advisory roles is required to ensure you can deliver expert guidance from day one.
- Demonstrated ability to build rapport with clients and manage complex relationships over time is crucial for success in this role.
- Comprehensive knowledge of financial markets, investment products such as mutual funds or bonds, as well as relevant regulations is expected.
- Excellent communication skills—both verbal and written—are necessary for explaining complex concepts clearly to clients from diverse backgrounds.
- Strong interpersonal abilities enable you to collaborate effectively within teams while nurturing trust-based client connections.
- A valid IC license is mandatory for this position due to regulatory requirements governing investment advisory services.
- Experience handling portfolios with assets under management (AUM) of THB 50 million or more will be highly regarded.
- Familiarity with preparing call plans, tracking engagement metrics, and reporting on pipeline activity demonstrates your organisational strengths.
- Ability to work both independently on individual targets as well as collaboratively within larger teams ensures adaptability across various scenarios.
What sets this company apart:
This organisation stands out as one of Bangkok’s premier destinations for talented finance professionals seeking both challenge and reward. Employees benefit from an inclusive culture where teamwork is celebrated and knowledge-sharing is encouraged at every level. The company’s commitment to professional development means you will have access to continuous training opportunities designed to keep your skills sharp amid evolving market conditions. Flexible working arrangements support work-life balance while generous incentive structures ensure your achievements are recognised financially. With straightforward processes that make it easy for clients—and therefore easier for you—to do business, this employer empowers its people with the tools they need for success. Whether you aspire towards leadership or prefer contributing as part of a close-knit team, you’ll find ample room here for personal growth alongside like-minded professionals who value collaboration above all else.
What's next:
If you are ready to take the next step in your wealth management career within an environment that values expertise, collaboration, and personal growth, this could be the perfect opportunity for you.
Apply today by clicking on the link provided—your future as a Wealth Relationship Manager awaits!
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
