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Open nowPosted 17 days ago

Relationship Manager, Private Wealth

Workable (global search)108,016 open roles

Where
Bangkok, Thailand
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Your applicationOpen nowRelationship Manager, Private WealthWorkable (global search) · Bangkok, Thailand

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The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 7 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 17 days ago

Workable (global search) median: 7 days open

The posting

About the role

We are looking for a Relationship Manager, Private Wealth to build and manage relationships with high-net-worth clients, drive new client acquisition and AUM growth, and provide tailored investment solutions while ensuring compliance with applicable regulatory requirements.

Relationship Manager, Private Wealth

Responsibilities

  • Achieve personal KPIs related to new high-net-worth client acquisition, AUM growth, and revenue targets.
  • Actively prospect and engage potential clients from own connections and resources, including high-net-worth individuals and corporate clients.
  • Prepare and deliver sales presentations, proposals, and product pitches tailored to client needs.
  • Promote brokerage products, equities, mutual funds, structured products, derivatives and private banking services.
  • Conduct market and client research to identify potential sales and growth opportunities.
  • Provide administrative support, including account openings, documentation, and compliance checks.
  • Participate in client meetings, events, and roadshows to generate leads and strengthen relationships.
  • Collaborate with internal teams (risk, operations, finance, compliance) to ensure smooth client journey.
  • Comply with company policies, regulatory requirements, and relevant laws and regulations of the capital market.

Requirements

  • Education: Bachelor’s degree in finance, economics, business, or related fields; with relevant licenses issued by SEC such as IC or IP.
  • Experience: At least 5 years of working experience in Wealth Management or Relationship Management functions facing HNWIs, private investment companies and family offices, focusing of trading/investment products. Proven track record of top sales performance in previous roles and portable AUM are a strong plus.
  • Skills: Excellent communication, interpersonal, and analytical skills.
  • Technical Knowledge: Familiarity with financial products, including equities, futures/options and wealth management products, is a huge plus. Proficiency in CRM systems and Microsoft Office is beneficial.
  • Regulatory Knowledge: Understanding of KYC, AML, and compliance standards; regulatory certifications are a plus.
  • Attributes: Professional, client-focused, proactive, and eager to learn and grow in wealth management.

Benefits

We offer a comprehensive and holistic work experience and package as follows:

  • Competitive compensation and benefits.
  • Fun loving and diverse work environment
  • Business casual work attire everyday

Please note that only short-listed candidates will be contacted.

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