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 the Wealth Banking segment, providing comprehensive financial solutions and building strong, long-term relationships.
Job Responsibilities**
- Acquire, develop, and manage a portfolio of high-net-worth clients, identifying their financial needs and offering appropriate banking, investment, and insurance solutions.
- Conduct regular client reviews to assess changing financial situations and provide updated advice and product recommendations.
- Achieve individual sales targets for various wealth management products and services, including deposits, investments, loans, and insurance.
- Collaborate with product specialists and internal stakeholders to deliver holistic financial planning and tailored solutions to clients.
- Stay abreast of market trends, economic conditions, and product developments to effectively advise clients.
- Ensure full compliance with all internal policies, procedures, and relevant regulatory requirements.
- Prepare and present client proposals, reports, and other relevant documentation accurately and professionally.
- Participate in client events and networking activities to expand client base and enhance brand visibility.
Job Qualifications**
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- Minimum of 3-5 years of experience in relationship management within the wealth management or private banking sector.
- Proven track record of achieving sales targets and managing a portfolio of high-net-worth clients.
- Strong understanding of various financial products, including investment vehicles, insurance, and lending solutions.
- Excellent communication, interpersonal, and presentation skills.
- Ability to build and maintain strong client relationships.
- Self-motivated, results-oriented, and able to work independently as well as part of a team.
- Professional certifications such as Single License (or equivalent) are highly advantageous.
- Proficiency in English and Thai (both written and spoken) is required.
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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