- about the job As a Portfolio Sales Manager, your primary responsibility will be to actively engage and cross-sell to SME & retail accounts within your portfolio, aiming to increase the Products Per Client (PPC) and enhance client loyalty to the bank.Responsibilities:Engage with existing portfolio clients to cross-sell various products, including:Acquisition of Operating Accounts & DepositsWealth Solutions referrals (Bancassurance, Foreign Exchange, Investmabout the job As a Portfolio Sales Manager, your primary responsibility will be to actively engage and cross-sell to SME & retail accounts within your portfolio, aiming to increase the Products Per Client (PPC) and enhance client loyalty to the bank.Responsibilities:Engage with existing portfolio clients to cross-sell various products, including:Acquisition of Operating Accounts & DepositsWealth Solutions referrals (Bancassurance, Foreign Exchange, Investm
- Happy to speak to individuals who comes from outside the banking industry! CMFAS certificates will be paid forSupportive environment with mentoring and training provided. This is a sales position within a bank - 5.5 days (branch hours) about the jobThis is a branch client facing sales position where you will be focusing on the following: Engage, prospect and account management of a portfolio clients across insurance and investment portfolio.skills and expeHappy to speak to individuals who comes from outside the banking industry! CMFAS certificates will be paid forSupportive environment with mentoring and training provided. This is a sales position within a bank - 5.5 days (branch hours) about the jobThis is a branch client facing sales position where you will be focusing on the following: Engage, prospect and account management of a portfolio clients across insurance and investment portfolio.skills and expe
- about the jobGrowing the wealth of high net-worth individuals and providing professional services for their banking needs; including insurance and investment for Thailand market. about the manager/teamWorking alongside a competent team, you will have to opportunity to grow in the banking space. skills and experience requiredA degree is minimally required with 3 years of experience in the Banking & Finance Industry. Importantly, you should come with goodabout the jobGrowing the wealth of high net-worth individuals and providing professional services for their banking needs; including insurance and investment for Thailand market. about the manager/teamWorking alongside a competent team, you will have to opportunity to grow in the banking space. skills and experience requiredA degree is minimally required with 3 years of experience in the Banking & Finance Industry. Importantly, you should come with good
- Principal Responsibilities:Develop and manage a customer base, building long-term relationships with an assigned portfolio of clients.Oversee the total wealth of clients, matching financial and investment product solutions to their needs.Demonstrate a genuine interest in customers, helping them achieve their financial goals.Collaborate with Product Specialists to provide advanced technical support and address multiple client needs.Promote services to potenPrincipal Responsibilities:Develop and manage a customer base, building long-term relationships with an assigned portfolio of clients.Oversee the total wealth of clients, matching financial and investment product solutions to their needs.Demonstrate a genuine interest in customers, helping them achieve their financial goals.Collaborate with Product Specialists to provide advanced technical support and address multiple client needs.Promote services to poten
