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    PVB Client Advisor

    Hybrid
    , Thailand
    Posted: July 12, 2024
    Position Details

    Job Responsibilities


    • 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.


    Job Requirements


    • 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.
    • 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 Program



    Skills
    Financial Strategy
    Business Economics
    Mutual Funds
    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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