Manager, Investment Advisory Services Account Executive TH

CIMB Thailand · Thailand

Support Independent Wealth Sales head to manage referral from IAS.
Collaborate with related parties both internal and external regarding to IAS matters.
Be a contact point and handle all referral transaction from IAS
Ensure all transaction referral transaction are completed and customers’ need will be met
Seek new opportunities to grow IAS business
Strict to partners’ contract and no breach of contract found

•Support Independent Wealth Sales Thailand •Relationship management for IAS business •Facilitate referral from partners