Manager, Investment Advisory Services Account Executive TH

• 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