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 UOB (Thai) Public Company Limited, providing comprehensive wealth management solutions and fostering strong, long-term relationships.
Job Responsibilities**
- Acquire, develop, and manage a portfolio of high-net-worth individuals and families, ensuring consistent growth in assets under management (AUM) and revenue.
- Conduct in-depth financial needs analysis to understand client objectives, risk tolerance, and investment preferences.
- Develop and implement tailored wealth management strategies, including investment products (e.g., unit trusts, bonds, equities), insurance, and other financial solutions offered by UOB.
- Provide expert advice on investment opportunities, market trends, and economic outlooks.
- Cross-sell and up-sell a wide range of banking products and services to meet clients evolving needs.
- Maintain strong relationships with clients through regular communication, meetings, and client events.
- Ensure full compliance with internal policies, regulatory requirements, and ethical standards.
- Collaborate with product specialists, legal, and operations teams to deliver seamless client service.
- Prepare and present client proposals, performance reports, and other relevant documentation.
- Stay updated on industry developments, competitor activities, and financial market changes.
Job Qualifications**
- Bachelor's degree in Finance, Economics, Business Administration, or a related field. Master's degree or professional certifications (e.g., CFA, CFP) are a plus.
- Minimum of 3-5 years of experience in wealth management, private banking, or a similar client-facing role with high-net-worth individuals.
- Proven track record of achieving sales targets and growing client portfolios.
- Strong understanding of financial markets, investment products, and wealth management strategies.
- Excellent communication, interpersonal, and presentation skills.
- Ability to build rapport and establish trust with sophisticated clients.
- Sound analytical and problem-solving abilities.
- Self-motivated, results-oriented, and able to work independently as well as in a team.
- Proficiency in English and Thai (both written and spoken) is essential.
- Holder of relevant financial licenses/certifications as required by the Bank of Thailand.
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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