UOB

Relationship Manager (Wealth Banking)

UOB  •  Bangkok, TH (Onsite)  •  3 hours ago
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Job Description

Company: 2501 UOB (Thai) Public Company Limited

About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

  • 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, Engage, Execute, Strategise

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.

Apply now and make a Difference

UOB

About UOB

We’re here to do Right By You.

At UOB, we aspire to build a better future for the people and businesses in the region.

Through our extensive network and suite of capabilities, we offer financial solutions to the people and businesses within, and connecting with ASEAN.

We create solutions tailored to your unique needs through data and relationship-led insights.

Our comprehensive regional network and one-bank approach connects your business to new opportunities in ASEAN.

We help businesses to advance responsibly and guide personal wealth to grow sustainably. We foster inclusiveness and environmental well-being for stronger societies.

This is how we stay committed to forging a sustainable future for generations to come.

Note: For the terms of use of our LinkedIn channel, please visit: https://go.uob.com/socialmedia

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
Singapore, SG
Year Founded
1935
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