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's Wealth Banking segment, providing comprehensive financial solutions and building strong, lasting relationships.
Job Responsibilities**
- Develop and maintain strong relationships with existing and potential high-net-worth clients, understanding their financial needs and objectives.
- Proactively identify new business opportunities and acquire new clients for the Wealth Banking segment.
- Provide tailored financial advice and solutions, including investment products, insurance, and other wealth management services, to meet client goals.
- Conduct regular portfolio reviews with clients, ensuring their investment strategies align with market conditions and personal objectives.
- Collaborate with product specialists and other internal departments to deliver integrated financial solutions.
- Ensure full compliance with all relevant banking regulations, internal policies, and ethical standards.
- Achieve assigned sales targets and contribute to the overall growth of the Wealth Banking business.
- Prepare and present financial proposals and reports to clients.
- Stay updated on market trends, economic developments, and competitor activities to provide informed advice.
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.
- Proven track record of achieving sales targets and growing client portfolios.
- Strong understanding of various investment products, financial markets, and wealth management strategies.
- Excellent interpersonal, communication, and presentation skills.
- Ability to build rapport and establish trust with high-net-worth individuals.
- Relevant financial certifications (e.g., Investment Consultant license, Insurance Agent license) are highly desirable.
- Proficiency in English and Thai (both written and spoken).
- Strong analytical and problem-solving abilities.
- High level of integrity and strong ethical standards.
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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