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Head of RM - Financial Services

Bangkok Permanent View Job Description
We are seeking an experienced Relationship Manager (Team Head) to lead client engagement and portfolio management for high-net-worth and institutional clients. This role requires strategic thinking, strong leadership, and deep expertise in investment advisory.
  • Leadership Opportunity in Client Relationship Management
  • Exposure to Complex Financial Solutions and Market Expertise

About Our Client

This organisation is a prominent player in the financial services industry, known for providing comprehensive banking and financial solutions. It operates on a substantial scale and is dedicated to supporting its clients and employees.

Job Description

  • Build and maintain strong relationships with high-net-worth and institutional clients to ensure satisfaction and long-term loyalty.
  • Develop tailored financial strategies, investment plans, and portfolio models aligned with client objectives.
  • Monitor and analyze client portfolios, providing timely recommendations for rebalancing based on market conditions.
  • Stay attuned to changes in client needs and proactively introduce relevant financial products and services.
  • Drive business growth by expanding the client base and offering suitable financial solutions.
  • Collaborate with internal teams, including marketing and client services, to achieve sales and revenue targets.
  • Ensure compliance with regulatory standards and uphold professional ethics in all advisory activities.

The Successful Applicant

  • Bachelor's degree or higher in Finance, Investment, Economics, Business Administration, or related fields.
  • At least 10 years of experience in relationship management, investment advisory, or capital markets.
  • Investment Consultant License or relevant certifications (e.g., IC Complex, CFP, CFA) preferred.
  • Strong communication, presentation, and negotiation skills.
  • Client-focused mindset with a positive attitude and ability to lead a team effectively.
  • Prior experience in managing relationships and knowledge of Mutual Funds and Structured Products is highly desirable.

What's on Offer

  • Competitive salary
  • Performance-based bonuses and allowances.
  • Opportunities for professional growth and development.
  • Challenging and rewarding role within the financial services industry.
Contact
Pla Lertsiri
Quote job ref
JN-012026-6916015
Phone number
+662 012 5061

Job summary

Sector
Banking & Financial Services
Specialisation
Executive Search
What is your area of specialisation?
Financial Services
Location
Bangkok
Contract Type
Permanent
Consultant name
Pla Lertsiri
Consultant phone
+662 012 5061
Job Reference
JN-012026-6916015

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.