Relationship Manager (Wealth Banking)
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 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.
- Build customer’s wealth through Bank Investment and Insurance products
- Work with IC on a wide array of investment products to advise customers on investment opportunities.
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.
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.
หมายเหตุ : ธนาคารมีความจำเป็นจะต้องดำเนินตรวจสอบและเก็บข้อมูลประวัติอาชญากรรมของผู้สมัครในตำแหน่งงานนี้เพื่อตรวจสอบคุณสมบัติหรือลักษณะต้องห้ามตามนโยบายของธนาคาร
Additional Requirements
Develop (Competency), Engage (Competency), Execute (Competency), Strategise (Competency)
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.