Chief Advisory Officer
Current- Manage the Investment Advisory group; consisting of all in-house relationship manager teams for mass affluent and wealth segments - Combine tech company drive with asset management skills to drive gains in revenue, market share and profitability - Communicate a clear, strategic sales vision, effectively training and coaching junior to senior sales team members - Deepen relationships and foster best client excellence practices with new prospects and existing customers - Launched Goals Navigator product; Thailand’s first goals-based wealth management product with great market reception and continued growth, accounting for 70% of this segment