Responsibilities

• Manage sales activity to achieve business objectives, including revenue, asset under management, number of new customers and customer satisfaction.
• Generate fresh leads and acquire new customers through relationships to shore up the clientele.
• Build good relationships with key customers and provide suitable investment advice and customer support.
• Analyze customer data, sales, and market behavior to provide insights to the management.
• Facilitate customer onboarding and KYC/CDD processes.
• Ensure that sales process, policies, and procedures are closely followed and in compliance with laws and regulations

Qualifications

• Minimum 3 years of experience in sales or marketing department in financial institutions (banks, securities broker, or asset management companies) or relevant role in financial services industry
• Bachelor's degree or higher in related field
• Experience or strong passion in digital asset is a plus
• IC License is a plus
• Deep understanding of Thai customer’s trends in wealth management / financial products
• High integrity, results-oriented and self-motivated with strong leadership qualities and good teamwork capabilities
• Good verbal and written English communication proficiency.
• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills