Affluent Client Advisor

Company: 2501 UOB (Thai) Public Company Limited

About UOB

United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values – Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow.

Job Description

Job Summary

As an Affluent Client Advisor at UOB (Thai) Public Company Limited, you will be responsible for building and maintaining strong relationships with high-net-worth individuals, providing tailored financial advice, and ensuring their financial goals are met through a comprehensive suite of banking and investment products.

Job Responsibilities

• Develop and implement strategies to acquire new affluent clients and expand existing client relationships.
• Conduct in-depth financial needs analysis to understand clients' financial objectives, risk tolerance, and investment preferences.
• Provide expert advice on a wide range of financial products and services, including wealth management, investment solutions, insurance, and lending.
• Monitor market trends and economic conditions to provide timely and relevant financial recommendations.
• Prepare and present customized financial plans and investment proposals to clients.
• Ensure compliance with all internal policies, regulatory requirements, and ethical standards.
• Collaborate with product specialists and other internal stakeholders to deliver holistic financial solutions.
• Proactively engage with clients through regular meetings, phone calls, and other communication channels to build trust and foster long-term relationships.
• Achieve individual and team sales targets and key performance indicators.
• Handle client inquiries and resolve issues efficiently and professionally.

Job Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• Minimum of 3-5 years of experience in wealth management, private banking, or financial advisory, specifically serving affluent clients.
• Proven track record of success in sales and client acquisition within the financial services industry.
• Strong understanding of investment products, financial markets, and wealth management strategies.
• Excellent communication, interpersonal, and presentation skills.
• Ability to build rapport and establish trust with high-net-worth individuals.
• Results-oriented with a strong commitment to achieving targets.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Relevant financial certifications (e.g., Investment Planner, Securities License) are highly desirable.
• Fluency in Thai and English (both written and spoken) is essential.

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.

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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