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.
Summary
Job Description
Manages and grows relationships with High Net Worth (HNW) clients within the UOB Wealth Banking (WB) segment, providing comprehensive financial solutions and ensuring client satisfaction and portfolio growth.
Responsibilities
- Proactively acquire, develop, and retain HNW clients for the Wealth Banking segment.
- Conduct thorough financial needs analysis and recommend suitable investment products, insurance, and other banking services to meet client objectives.
- Develop and implement personalized wealth management strategies for clients, including portfolio review and rebalancing.
- Monitor market trends and economic conditions to provide informed advice and identify new business opportunities.
- Ensure strict adherence to all internal policies, compliance regulations, and external legal requirements.
- Collaborate with product specialists, investment advisors, and other internal stakeholders to deliver integrated solutions.
- Achieve assigned sales targets and key performance indicators (KPIs) related to assets under management (AUM), revenue, and client acquisition.
- Maintain accurate and up-to-date client records and prepare regular reports on client portfolios and performance.
- Provide exceptional client service, addressing inquiries and resolving issues efficiently and professionally.
Qualifications
- Bachelor's degree in Finance, Business Administration, Economics, or a related field.
- Minimum of 3-5 years of experience in relationship management within the financial services industry, specifically with HNW clients.
- Proven track record of achieving sales targets and growing client portfolios.
- Strong understanding of investment products, wealth management solutions, and financial markets.
- Excellent communication, interpersonal, and presentation skills.
- Ability to build and maintain strong client relationships.
- Possession of relevant professional certifications (e.g., Single License, Investment Consultant License) is highly desirable.
- Proficiency in English and Thai (both written and spoken).
Additional Requirements
Develop, Engage, Execute, Strategise
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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