Private Banker

Job Summary

About KKP Wealth

KKP Wealth is a leader in Thailand’s private banking sector, delivering bespoke wealth management solutions to high-net-worth individuals and families. We combine innovation, exclusivity, and a client-centric approach to help our clients grow, preserve, and transfer their wealth across generations.

As we expand our team, we seek dynamic and driven professionals to join our team of industry leaders who are passionate about redefining wealth management in Thailand.

Role and Responsibilities / หน้าที่ความรับผิดชอบ

• Client Acquisition & Relationship Management: Build and manage a portfolio of high-net-worth clients, ensuring personalized service to meet their evolving needs.
• Tailored Advisory: Provide strategic investment advice across a range of asset classes, leveraging KKP’s global and local expertise.
• Family Wealth Planning: Work with specialists to deliver comprehensive family wealth planning solutions, including holding company structure, family governance, succession planning, family office setup, and more.
• Representing KKP Group: Collaborate with other businesses within the group to introduce relevant financial services for clients’ personal and business-related needs.
• Compliance & Risk Management: Ensure adherence to regulatory requirements and maintain high standards of risk management and ethical practices.

Qualifications / คุณสมบัติ

• Experience: Minimum of 5 years in wealth management or a related financial advisory role.
• Client Focus: Proven ability to understand and address the unique needs of high-net-worth individuals and families.
• Financial Expertise: Strong knowledge of investment products, financial planning, and market trends.
• Entrepreneurial Mindset: A self-starter with excellent networking, business development, and problem-solving skills.
• Communication Skills: Exceptional interpersonal and presentation skills, with fluency in Thai and English.
• Certifications: Relevant financial licenses and certifications, such as CFA, CFP, or equivalent, are an advantage.

Specific knowledge and skill / ความรู้เฉพาะตำแหน่ง