Client Advisor - RM Privilege Banking (Manager-AVP)
United Overseas Bank (Thai)Financial/Banking/Securities
16/11/2024
Full Time
2 - 10 Year
Bangkok and its Vicinity
Bachelor's Degree or Higher
Negotiable + Commission
Job Description
• Manage business relationship with Privilege Banking clients and offer professional financial advice; customer service to achieve high level of customer satisfaction and retention (AUM more than 10 MB).
• Design financial strategies, investment and portfolio model plans for individual customer.
• Build customer’s wealth through Privilege Banking products.
• Review and response to customers changing needs and financial circumstances, associated risk and providing customers with information on new and existing products and services.
• Closely performs credit monitoring in compliance with the bank’s policies or guidance.
• Coordinate with related departments in marketing and servicing the customers to achieve sale volume and revenue target.
Qualification
• Master’s degree in M.B.A., or Bachelor degree in Marketing, Business Economics, Financial, or related field.
• At least 2 years of experience in Wealth Banking, Private Banking, Investment HNW customer.
• 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.
• Certificate for Single License, Life and Non-Life License.
• UOB will subsidised the cost for qualified staff to get CFP certification
• Attractive Benefits, Fast Track Promotion and Special Professional Development Progra
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.
- Provident Fund
- 5-day work week
- Social security
- Health insurance
- Accident Insurance
- Annual bonus
Company reviews about ‘Good Life Good Work Good Pay Good Community’
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
Other interesting jobs
Tags:
Find jobsApply jobsUnited Overseas Bank (Thai) jobsFinance jobsFinancial/Banking/Securities jobsBangkok jobsNakhonpathom jobsNonthaburi jobsPathumthani jobsSamutprakarn jobsSamutsakhon jobsFinancial Planning jobsInvestment jobsSingle License jobsWealth Relationship jobsจัดการมรดก jobsจัดสรรเงินทุน jobsลงทุน jobsวางแผนกองทุน jobsวางแผนภาษี jobsหลักทรัพย์ jobs
