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Manager, Investment Advisory Services Account Executive TH at CIMB Thailand

Bangkok, Bangkok, Thailand -

Full Time

Start Date

Immediate

Expiry Date

26 Aug, 26

Salary

0.0

Posted On

28 May, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Management, Investment Advisory Services, Sales Management, Referral Management, Business Development, Contract Compliance, Stakeholder Collaboration

Industry

Financial Services

Description

• Support Independent Wealth Sales head to manage referral from IAS. • Collaborate with related parties both internal and external regarding to IAS matters. • Be a contact point and handle all referral transaction from IAS • Ensure all transaction referral transaction are completed and customers’ need will be met • Seek new opportunities to grow IAS business • Strict to partners’ contract and no breach of contract found

Responsibilities

Manage referrals from Investment Advisory Services (IAS) and support the Independent Wealth Sales head. Coordinate with internal and external parties to ensure transaction completion and identify growth opportunities for the IAS business.