Client Advisor - RM Privilege Banking (Manager-AVP)
United Overseas Bank (Thai)Financial/Banking/Securities
26/03/2025
Full Time
2 - 8 Year
Bangkok and its Vicinity
Master's Degree
Negotiable + Commission
Job Description
• Passionately to fact finding and KYC customers, in order to present the right product solutions according to the customers’ needs
• Provide truly professional financial advice and customer service to achieve high level of customer satisfaction and retention.
• Design financial strategies/plan or investment plan or portfolio model for individual customer.
• Review and responding to customers changing needs and financial circumstances, associated risk and providing customers with information on new and existing products and services.
• Work with IC on a wide array of investment products to advise customers on investment opportunities.
• Build customer’s wealth through Bank Investment and Insurance products
Qualification
• Master’s degree in M.B.A., or Bachelor degree in Marketing, Business Economics, Financial, or related field.
• Previous 2-8 years of experience in Marketing Planning relationship manager, Banking business will be advantage.
• Experienced in RM, knowledge in Mutual Fund products is preferred.
• Knowledge of financial instruments, credit and business analysis, industry analysis.
• Strong interpersonal and communication skills.
• Good command of English.
• 2-4 years work experience for Junior position.
• 4-8 years work experience for Senior position.
• Certificate for Single License, Life and Non-Life License.
หมายเหตุ ธนาคารมีความจำเป็นจะต้องดำเนินตรวจสอบและเก็บข้อมูลประวัติอาชญากรรมของผู้สมัครในตำแหน่งงานนี้เพื่อตรวจสอบคุณสมบัติหรือลักษณะต้องห้ามตามนโยบายของธนาคาร
Remark: The Bank requires the checking and collection of criminal records for candidates of this position in order to verify qualifications and/or disqualifications for the job position in accordance with the Bank’s policy.
- Commission
- Provident Fund
- Staff training and development
- Telephone bill allowance
- 5-day work week
- ประกันชีวิต
- Social security
- ประกันสุขภาพ
- Health insurance
- Accident Insurance
Company reviews about ‘Good Life Good Work Good Pay Good Community’
5Dream Company
Finest
Good Life4.2
Good Work4.4
Good Pay3.4
Good Society4.2
เราเชื่อว่าบุคลากรของเราคือหนึ่งในทรัพยากรที่มีคุณค่าที่สุด เราจึงสร้างบรรยากาศในการทำงานให้เต็มไปด้วยความร่วมแรงร่วมใจและมุ่งไปข้างหน้า เพื่อความสำเร็จในการทำงานของทุกคน นอกจากนี้ ความเชื่อมั่นในการพัฒนาศักยภาพดังกล่าวยังได้ขยายออกไปสู่ระดับสังคม
View HR SAY ofUnited Overseas Bank (Thai)
Employee reviews
Finance<1 years, former
5.0
Good Life5
Good Work5
Good Pay5
Good Society5
สวัสดิการดีเป็นบ้านที่อบรม
30/08/2019
Read all reviews ofUnited Overseas Bank (Thai)
United Overseas Bank (Thai)United Overseas Bank (Thai) Public Company Limited is a member of the United Overseas Bank Group, which aims to be a premier bank in the Asia – Pacific Region. With over 150 branches across Thailand, and supported by UOB Group’s extensive network of over 500 offices in 18 countries and territories, the Bank is well-positioned to play a significant role in the continued growth of the Thai economy and the banking & financial industry. We are seeking committed, energetic individuals who believe in being rewarded for performance, who want to grow in their careers, while at the same time, contribute to UOB’s exciting growth in
Location191 Good Wood Building, Fl 4th South Sathorn Rd., Sathorn, Bangkok 10120
Contact personLerdsin
Telephone02 343 4237 Fax 0-2343-4261
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