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    Privilege Banking Client Advisor (AVP-VP)

    Hybrid
    , Thailand
    Posted: August 9, 2024
    Position Details

    Key Responsibilities

    · Manage clients' wealth holistically and ensure their financial needs are handles efficiently, professionally and in a timely manner, in line with the Bank's policy

    · Develop and maintain a comprehensive understanding of client's financing goal and risk averse to ensure that investment strategies and advice for the clients are appropriately

    · Ensure that Financial strategies for client portfolio are kept current and review regularly

    · Set goals and prioritize activities to maximize business growth and client satisfaction

    · Work collaboratively with team member both in Thai and Global Market

    · Comply with Bank policies and procedures, code of conduct, market conduct and all regulations issued by the Bank of Thailand and SEC , OIC

    · Govern and control risk management and corporate governance

    · Be representative of the bank and maintain the image of the bank.


    Job Requirement

    · Master’s degree in M.B.A., or Bachelor degree in Marketing, Business Economics, Financial, or related field.

    · Minimum 5 years of working experience in Private Banking or Priority Banking environment is required for this position

    · Candidates with working experience in Financial institutions or Banking abroad will be given priority

    · AFPT, CFP holders are plus

    · Outstanding presentation and communication skill

    · Good negotiation skill and well -coordinated with partners

    · Positive Attitude

    · High responsibility




    Skills
    Presentation Skills
    Private Banking

    Functions
    Accounting & Finance

    Job Overview

    Job Type:

    Hybrid


    Company

    UOB logo

    UOB

    72 active jobs

    Industry:

    Banking & Finance

    Ready to Apply?

    Submit your application now and take the next step in your career journey.

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