Head of RM - Financial Services

• Leadership Opportunity in Client Relationship Management
• Exposure to Complex Financial Solutions and Market Expertise

About Our Client

This organisation is a prominent player in the financial services industry, known for providing comprehensive banking and financial solutions. It operates on a substantial scale and is dedicated to supporting its clients and employees.

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.

The Successful Applicant

• Bachelor's degree or higher in Finance, Investment, Economics, Business Administration, or related fields.
• At least 10 years of experience in relationship management, investment advisory, or capital markets.
• Investment Consultant License or relevant certifications (e.g., IC Complex, CFP, CFA) preferred.
• Strong communication, presentation, and negotiation skills.
• Client-focused mindset with a positive attitude and ability to lead a team effectively.
• Prior experience in managing relationships and knowledge of Mutual Funds and Structured Products is highly desirable.

What's on Offer

• Competitive salary
• Performance-based bonuses and allowances.
• Opportunities for professional growth and development.
• Challenging and rewarding role within the financial services industry.

Contact

Pla Lertsiri

Quote job ref

JN-012026-6916015