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Client Advisor - RM Privilege/Private Banking ประจำพื้นที่ภาคใต้ - United Overseas Bank (Thai)

United Overseas Bank (Thai) · South

Location
South
Salary
Depend on qualifications + Commission
Job Type
Full Time
Work Type
Onsite
Education
Bachelor's Degree or Higher
Posted
22/10/2026

Responsibilities

  • 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, associated risk and providing customers with information on new and existing products and services.
  • Work with IC on a wide array of investment products to advise customers on investment opportunities.
  • Build customer’s wealth through Bank Investment and Insurance products

 

Qualifications

  • 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.

 

 

Only shortlisted candidates will be notified.

Benefits

  • Provident Fund
  • Staff training and development
  • Social security
  • Health insurance
  • Accident Insurance

About United Overseas Bank (Thai)

United Overseas Bank (Thai) Public Company Limited is a member of the United Overseas Bank Group, which aims to be a premier bank in the Asia – Pacific Region. With over 150 branches across Thailand, and supported by UOB Group’s extensive network of over 500 offices in 18 countries and territories, the Bank is well-positioned to play a significant role in the continued growth of the Thai economy and the banking & financial industry. We are seeking committed, energetic individuals who believe in being rewarded for performance, who want to grow in their careers, while at the same time, contribute to UOB’s exciting growth in Thailand.

191 Good Wood Building, Fl 4th South Sathorn Rd., Sathorn, Bangkok 10120

http://www.uob.co.th/careers/

United Overseas Bank (Thai)

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Client Advisor - RM Privilege/Private Banking ประจำพื้นที่ภาคใต้
South
Bachelor's Degree or Higher
Depend on qualifications + Commission
2-10 Years
Yesterday
YOU SAY / HR SAY
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What you will do
Job Summary

ในบทบาท Client Advisor สำหรับกลุ่มลูกค้า Privilege/Private Banking นี้ คุณจะได้ใช้ความเชี่ยวชาญในการทำความเข้าใจความต้องการและสถานการณ์ทางการเงินของลูกค้าอย่างลึกซึ้ง เพื่อนำเสนอโซลูชันผลิตภัณฑ์ที่เหมาะสม คุณจะมีหน้าที่ให้คำแนะนำทางการเงินอย่างมืออาชีพ ออกแบบกลยุทธ์ทางการเงิน แผนการลงทุน หรือรูปแบบพอร์ตโฟลิโอที่ตอบโจทย์เฉพาะบุคคล นอกจากนี้ คุณยังจะได้ทบทวนและตอบสนองต่อความต้องการที่เปลี่ยนแปลงไปของลูกค้า รวมถึงทำงานร่วมกับผู้เชี่ยวชาญด้านการลงทุนเพื่อแนะนำโอกาสการลงทุนต่างๆ เป้าหมายหลักคือการสร้างความพึงพอใจและความผูกพันกับลูกค้าในระดับสูง พร้อมทั้งช่วยสร้างความมั่งคั่งผ่านผลิตภัณฑ์การลงทุนและประกันของธนาคาร

Responsibilities
  • 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, associated risk and providing customers with information on new and existing products and services.
  • Work with IC on a wide array of investment products to advise customers on investment opportunities.
  • Build customer’s wealth through Bank Investment and Insurance products

 

Qualifications
  • 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.

 

 

Only shortlisted candidates will be notified.

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เราเชื่อว่าบุคลากรของเราคือหนึ่งในทรัพยากรที่มีคุณค่าที่สุด เราจึงสร้างบรรยากาศในการทำงานให้เต็มไปด้วยความร่วมแรงร่วมใจและมุ่งไปข้างหน้า เพื่อความสำเร็จในการทำงานของทุกคน นอกจากนี้ ความเชื่อมั่นในการพัฒนาศักยภาพดังกล่าวยังได้ขยายออกไปสู่ระดับสังคม
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เป็นบ้านที่อบรม
Welfare
  • Provident Fund
  • Staff training and development
  • Social security
  • Health insurance
  • Accident Insurance

About Company

United Overseas Bank (Thai) Public Company Limited is a member of the United Overseas Bank Group, which aims to be a premier bank in the Asia – Pacific Region. With over 150 branches across Thailand, and supported by UOB Group’s extensive network of over 500 offices in 18 countries and territories, the Bank is well-positioned to play a significant role in the continued growth of the Thai economy and the banking & financial industry. We are seeking committed, energetic individuals who believe in being rewarded for performance, who want to grow in their careers, while at the same time, contribute to UOB’s exciting growth in Thailand.

Location

191 Good Wood Building, Fl 4th South Sathorn Rd., Sathorn, Bangkok 10120