Job Description

• Manage business relationship with Privilege Banking clients and offer professional financial advice; customer service to achieve high level of customer satisfaction and retention (AUM more than 10 MB).
• Design financial strategies, investment and portfolio model plans for individual customer.
• Build customer’s wealth through Privilege Banking products.
• Review and response to customers changing needs and financial circumstances, associated risk and providing customers with information on new and existing products and services.
• Closely performs credit monitoring in compliance with the bank’s policies or guidance.
• Coordinate with related departments in marketing and servicing the customers to achieve sale volume and revenue target.

Qualification

• Master’s degree in M.B.A., or Bachelor degree in Marketing, Business Economics, Financial, or related field.
• At least 2 years of experience in Wealth Banking, Private Banking, Investment HNW customer.
• Experienced in RM, knowledge in Mutual Fund products is preferred.
• Knowledge of financial instruments, credit and business analysis, industry analysis.
• Strong interpersonal and communication skills.
• Good command of English.
• Certificate for Single License, Life and Non-Life License.
• UOB will subsidised the cost for qualified staff to get CFP certification
• Attractive Benefits, Fast Track Promotion and Special Professional Development Program

Interested candidates please directly click apply now

United Overseas Bank (Thai) Public Company Limited

Only shortlisted candidates will be notified.

หมายเหตุ ธนาคารมีความจำเป็นจะต้องดำเนินตรวจสอบและเก็บข้อมูลประวัติอาชญากรรมของผู้สมัครในตำแหน่งงานนี้เพื่อตรวจสอบคุณสมบัติหรือลักษณะต้องห้ามตามนโยบายของธนาคาร

Remark: The Bank requires the checking and collection of criminal records for candidates of this position in order to verify qualifications and/or disqualifications for the job position in accordance with the Bank’s policy.