Manager, Preferred Banking RM 2 TH - Thailand - CIMB Group

    CIMB Group
    CIMB Group Thailand

    5 วันที่แล้ว

    คำอธิบาย
    Description
    • Manage business relationship with Privilege Banking clients and offer professional financial advice; customer service to achieve high level of customer satisfaction and retention (AUM more than 50 MB)
    • Design financial strategies, investment and portfolio model plans for individual customer
    • Build customer's wealth through Privilege Banking products
    • Review and response to customers changing needs and financial circumstances, associated risk and providing customers with information on new and existing products and services
    • Closely performs credit monitoring in compliance with the bank's policies or guidance
    • Coordinate with related departments in marketing and servicing the customers to achieve sale volume and revenue target

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