About this role
- About UOB
- United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.
- Job Description
- Job Summary**
- Responsible for managing and growing a portfolio of high-net-worth clients within a UOB (Thai) Public Company Limited branch, focusing on relationship building, wealth management solutions, and achieving sales targets.
- Job Responsibilities**
- Develop and implement strategies to acquire new high-net-worth clients and deepen relationships with existing ones.
- Provide comprehensive financial advice and solutions, including investment products, insurance, and other wealth management services, tailored to client needs and risk profiles.
- Conduct regular reviews of client portfolios, providing updates, recommendations, and ensuring alignment with their financial goals.
- Identify opportunities for cross-selling and up-selling UOB products and services, collaborating with specialists as needed.
- Ensure compliance with all internal policies, procedures, and external regulatory requirements.
- Prepare and present financial proposals and reports to clients in a clear and professional manner.
- Actively participate in branch initiatives and contribute to the overall sales and service objectives of the branch.
- Monitor market trends, economic conditions, and competitor activities to identify potential opportunities and threats.
- Maintain accurate and up-to-date client records and adhere to data privacy guidelines.
- Job Qualifications**
- Bachelor's degree in Finance, Business Administration, Economics, or a related field.
- Minimum of 3-5 years of experience in wealth management, relationship management, or a similar role within the banking or financial services industry, specifically dealing with high-net-worth clients.
- Strong understanding of financial products, investment vehicles, and wealth management strategies.
- Excellent communication, interpersonal, and presentation skills.
- Proven ability to build and maintain strong client relationships.
- Results-oriented with a strong sales acumen and track record of achieving targets.
- Possession of relevant financial licenses/certifications (e.g., Single License, Investment Consultant License) is highly desirable.
- Ability to work independently and as part of a team in a fast-paced environment.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
- Fluency in Thai and English (both written and spoken) is required.
- Additional Requirements
- Be a Part of the UOB Family
- UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.
- Apply now and make a Difference