Sales and Support Specialist (Wealth)
บริษัท ธนาคารกสิกรไทย จำกัด (มหาชน)- Outbound call to provide personalized holistic wealth advisory and solutions to Affluent clients and plan their finances to meet their financial goals via telephone or video call
- Offer integrated financial solution, asset allocation and portfolio management based on customer risk appetite
- Outbound call to service Affluent clients acquired by the company's lead generation capabilities
- Update Affluent clients regularly on markets, portfolio performance, investments opportunities, risks
- Deliver effective and efficient support to Affluent clients, within and beyond office hours
- Minimum 2-3 years' experience in wealth management along with strong client and stakeholder management skills and outbound call
- Experience and expertise in investment and insurance products
- Bachelor's Degree or Higher in Finance, Accounting, Business Administration, Economics with IC Complex 2/ IP /CFP/ Life/Non-Life
- Insurance License
- Client relationship skills
หมายเหตุ: ตำแหน่งงานนี้จำเป็นต้องตรวจสอบประวัติอาชญากรรมของบุคคลก่อนพิจารณารับเข้าทำงาน เพื่อความปลอดภัยและรักษามาตรฐานขององค์กร
Remark: This position requires a criminal record information check prior consideration for employment to ensure safety and maintain standards of the organization.
- กองทุนสำรองเลี้ยงชีพ
- ประกันสังคม
- โบนัสตามผลงาน/ผลประกอบการ
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Your Possibilities Begin at KBank
Customer Centricity | Organization-wide Teamwork | Professionalism | Innovation
KBank has placed our importance on the caring of our employees. We believe a positive work environment, skill development, creation of motivation, good occupational health practices, and attractive welfares can drive employees to perform their duties at their fullest potential. This will, in turn, bring about impressive services rendered to our customers and general public, making KBank performance achieve the goal with sustainable growth.