Wealth Relationship Manager (Financial services)

Monroe Consulting Group is recruiting on behalf of a leading financial and investment services company that is revolutionizing wealth management in Thailand. This company is at the forefront of investment innovation, offering cutting-edge digital platforms, tailored advisory services, and a diverse range of financial products. With a strong commitment to expanding its wealth management division.

Join this leading firm as a Wealth Relationship Manager, where you will play a key role in driving portfolio growth, fostering strong relationships with high-net-worth clients, and delivering tailored investment solutions to meet their financial objectives. This position is ideally suited for experienced professionals in wealth management with a proven track record of managing high-value portfolios. If you are seeking an opportunity to excel in a dynamic and growing financial environment, this role offers a platform for professional advancement and meaningful client engagement.

Job Responsibilities

• Client Relationship Management : Build and maintain strong relationships with high-net-worth clients, ensuring their investment needs are met and exceeded.

• New Business Acquisition : Proactively identify and acquire new clients through market research, networking, and referrals, expanding the client base.

• Tailored Investment Solutions : Assess clients' financial goals, risk profiles, and preferences to recommend customized investment strategies and solutions.

• Portfolio Management : Oversee and manage clients' portfolios, ensuring optimal asset allocation and consistent performance monitoring.

• Transaction Facilitation : Facilitate smooth and accurate investment transactions, coordinating with relevant parties to ensure timely execution.

• Strategic Planning : Develop and execute strategic call plans to deepen existing relationships and expand the client pipeline.

• Collaboration : Work closely with the product and marketing teams to implement client acquisition and retention campaigns.

• Compliance & Governance : Ensure all client activities comply with regulatory requirements, market conduct standards, and ethical practices.

• Reporting & Documentation : Prepare detailed reports, call plans, and updates on client meetings and portfolio performance, ensuring clear communication with internal teams.

Job Requirements

• Bachelor's degree or higher in Finance, Accounting, Business Administration, Economics, or a related field.

• Experience in wealth management, investment advisory, or a related field, with a strong focus on managing high-value portfolios.

• Proven track record of managing large AUM portfolios.

• Must hold an IC License and be well-versed in Thai financial market regulations.

• Deep understanding of financial markets, investment products, and local regulatory frameworks.

• Demonstrated ability to build and maintain strong, long-term relationships with high-net-worth clients.

• Excellent verbal and written communication, negotiation, and interpersonal skills.

• Strong ability to assess client needs, analyze market trends, and recommend tailored investment strategies.

• Ability to work independently, manage multiple tasks while maintaining high performance standards and collaborate effectively with internal teams such as product and marketing to implement client strategies and campaigns.