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The Stock Exchange of Thailand (SET) works with TMB Bank PCL (TMB) to promote Wealth Management, a project to enhance financial planning and investment knowledge through branch managers. This program will help strengthen the Thai capital market’s foundations by expanding the investor base and adding value to the bank’s customers.
“SET joins with TMB Bank on the ‘Wealth Management @ Bank’ project to support the bank’s officers in advising customers about financial planning and investment. The project will have two main activities: ‘Wealth Manager @ Bank’ and ‘Wealth Customer @ Bank. SET and TMB will train 500 TMB branch managers and produce 50 trainers to disseminate knowledge about financial planning to bank officers. Moreover, there will be activities to promote knowledge to TMB’s customers,” revealed SET President Charamporn Jotikasthira.
“This cooperation with SET helps extend and strengthen TMB’s services. Project participants will have a better understanding about financial literacy and be able to give advice on financial alternatives and various investment tools to customers. This service will include complete financial advice throughout a customer’s life, choosing instruments from a full range of TMB’s financial products that are in line with each customer’s goal. This project is in line with TMB’s strategy of ‘Customer Centricity,’ and helps add value for existing customers, while helping to expand investment to the new customers,” said TMB Chief Executive Officer Mr. Boontuck Wungcharoen.
“SET has already signed memoranda of understanding with four commercial banks to carry out the project ‘Wealth Management @ Bank’ this year. This project will create over 2,000 branch managers having understanding about financial planning and investment, plus 200 trainers, so that bank customers can receive advice on finance and investment directly from specialists,” said Mr. Charamporn.
