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.
