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 individual clients within UOB (Thai) Public Company Limited, providing comprehensive wealth management solutions and fostering strong, long-term relationships.
Job Responsibilities**
- Develop and maintain strong, trust-based relationships with a portfolio of UOB's high-net-worth clients, understanding their financial goals, risk appetites, and investment objectives.
- Proactively identify and assess client needs, offering tailored wealth management solutions including investment products (e.g., unit trusts, bonds, structured products), insurance, foreign exchange, and lending facilities.
- Conduct regular reviews of client portfolios, providing market insights, performance updates, and recommending adjustments to align with changing market conditions and client circumstances.
- Acquire new high-net-worth clients through active prospecting, referrals, and networking activities, expanding the bank's wealth management client base.
- Collaborate with product specialists, investment advisors, and other internal stakeholders to deliver holistic and integrated financial solutions to clients.
- Ensure all client activities comply with internal policies, regulatory requirements, and ethical standards, maintaining high levels of professionalism and integrity.
- Handle client inquiries, complaints, and service requests efficiently and effectively, ensuring a high level of client satisfaction.
- Stay updated on market trends, economic developments, and new product offerings to provide relevant and competitive advice to clients.
- Achieve agreed-upon sales targets, revenue goals, and client acquisition objectives.
Job Qualifications**
- Bachelor's degree in Business Administration, Finance, Economics, or a related field.
- Minimum of 3-5 years of experience in wealth management, private banking, or a similar client-facing role within the financial services industry, preferably with high-net-worth clients.
- Proven track record of achieving sales targets and managing a portfolio of affluent clients.
- Strong understanding of financial markets, investment products (e.g., equities, fixed income, mutual funds), insurance, and wealth planning concepts.
- Excellent communication, interpersonal, and presentation skills, with the ability to build rapport and influence clients effectively.
- Strong analytical and problem-solving abilities.
- Self-motivated, proactive, and results-oriented with a strong client-centric mindset.
- Ability to work independently and as part of a team.
- Relevant financial licenses and certifications (e.g., Investment Consultant license) are highly desirable.
- Fluency in Thai and English (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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