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
PVB Client Advisor
Company:** UOB (Thai) Public Company Limited
Job Summary
The PVB Client Advisor at UOB (Thai) Public Company Limited is responsible for managing and growing a portfolio of high-net-worth clients, providing comprehensive financial advice, and delivering exceptional client service to meet their wealth management needs.
Job Responsibilities
- Develop and maintain strong, long-term relationships with a portfolio of high-net-worth clients, understanding their financial goals, risk appetite, and investment objectives.
- Provide tailored financial advice and solutions across a range of products including investments, insurance, lending, and wealth planning, leveraging UOB's extensive product offerings.
- Actively prospect and acquire new high-net-worth clients to expand the existing client base and contribute to the growth of the PVB segment.
- Conduct regular reviews of client portfolios, market trends, and economic conditions to ensure client portfolios remain aligned with their objectives.
- Collaborate with internal specialists (e.g., investment specialists, product teams, credit officers) to deliver integrated and holistic financial solutions.
- Ensure all client interactions and transactions comply with internal policies, regulatory requirements, and ethical standards.
- Monitor client satisfaction and address any concerns promptly and effectively.
- Achieve individual and team sales targets for revenue generation and client acquisition.
- Stay updated on industry developments, financial products, and competitor activities to maintain a competitive edge.
Job Qualifications
- Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or relevant professional certifications (e.g., CFA, CFP) is a strong advantage.
- Minimum of 3-5 years of experience in wealth management, private banking, or a similar client-facing role serving high-net-worth individuals.
- Proven track record of success in client acquisition, relationship management, and achieving sales targets.
- In-depth knowledge of financial markets, investment products (e.g., equities, bonds, mutual funds, structured products), insurance, and wealth planning strategies.
- Excellent communication, interpersonal, and presentation skills, with the ability to build rapport and trust with sophisticated clients.
- Strong analytical and problem-solving abilities to assess client needs and develop appropriate financial solutions.
- Ability to work independently and as part of a team in a fast-paced environment.
- High level of integrity, professionalism, and ethical conduct.
- Proficiency in English and Thai (both written and spoken) is essential.
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.
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