Petchtae Panusampol

Sales and client development professional with 6+ years across Citibank, UOB and Asia Plus, seeking to bring high-net-worth client experience to Bangkok's luxury residential property market. Served predominantly international clients at Citi, conducting consultations, tailored presentations and closing in English. Combines needs-based selling, disciplined follow-up and cross-border referral experience with an entrepreneurial mindset gained from running a skincare business.

Manager - Corporate Strategy & Customer Development at Asia Plus Group Holdings PCL (2024-12 – 2025-08)

• Developed customer segmentation and cross-selling initiatives with sales and investment teams, contributing to THB 400 million (approximately USD 12 million) in additional assets under management.
• Designed wealth privilege programmes around client needs and investment levels, supporting a 12% increase in cross-sell rates.
• Developed a win-back initiative for inactive clients, using client insights to help relationship managers tailor offers and rebuild engagement.

Business Development Manager at Citigold, Citibank N.A. (2019-11 – 2024-11)

Acquired and served predominantly international high-net-worth clients, conducting needs discovery, personalised presentations, objection handling and closing in English, in person and by phone.

• Averaged approximately 8 new Citigold accounts per month against a target of 6 in 2021 and 2023 (approximately 133% attainment). Minimum account funding: THB 10 million (approximately USD 300,000).
• Converted inbound enquiries and warm referrals into funded relationships; also developed prospects through outbound outreach. Managed follow-up from initial contact through closing and account funding, coordinating with product specialists.
• Partnered with Singapore International Personal Banking to acquire offshore clients; recognised as a Top Contributor to the Citigold IPB Singapore Referral Program (2021).
• Received the Top Sales Award for Mutual Fund Volume (2021) and Outstanding Leadership Award (2023).

Client Acquisition Manager at Privilege Banking, United Overseas Bank (UOB) (2019-04 – 2019-10)

Acquired affluent clients with assets of USD 150,000+, identifying financial goals through needs-based conversations and presenting suitable banking solutions.

• Identified cross-selling and additional funding opportunities through tailored recommendations, while adhering to KYC and AML requirements.

MSc in Global Supply Chain Management – Brunel University London (2018)

BA in Entrepreneurial Economics, International Programme – Kasetsart University (2017)