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UOB Investment

Affluent Client Advisor (Manager - AVP)

2-8 Years
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  • Posted 10 days ago
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Job Description

Key Responsibilities

  • Provide truly professional financial advice and customer service to achieve high level of customer satisfaction and retention.
  • Design financial strategies/plan or investment plan or portfolio model for individual customer.
  • Review and responding to customers changing needs and financial circumstances, associated risk and providing customers with information on new and existing products and services.
  • Work with IC on a wide array of investment products to advise customers on investment opportunities.
  • Build customer's wealth through Bank Investment and Insurance products

Job Requirement

  • Master's degree in M.B.A., or Bachelor degree in Marketing, Business Economics, Financial, or related field.
  • Previous 2-8 years of experience in Marketing Planning relationship manager, Banking business will be advantage.
  • 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.
  • 2-4 years work experience for Junior position.
  • 4-8 years work experience for Senior position.
  • Certificate for Single License, Life and Non-Life License.
  • We offer highly competitive salary and commission

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.

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About Company

Job ID: 147536477

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financial adviceBusiness AnalysisIndustry AnalysisFinancial InstrumentsMutual Fund products