Affluent Client Advisor

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.

Job Summary

The Affluent Client Advisor at UOB (Thai) Public Company Limited is responsible for managing and growing relationships with high-net-worth clients, providing tailored financial advice and solutions to meet their complex wealth management needs.

Job Responsibilities

• Develop and maintain strong, long-term relationships with affluent clients, understanding their financial objectives, risk tolerance, and investment preferences.
• Proactively identify and assess client needs, offering comprehensive financial planning, investment solutions, and wealth management strategies.
• Advise clients on a range of products and services, including investments, insurance, lending, and estate planning, in collaboration with internal specialists.
• Monitor client portfolios, conduct regular reviews, and provide timely updates on market performance and investment opportunities.
• Acquire new affluent clients through referrals, networking, and prospecting activities, expanding the bank's client base.
• Ensure full compliance with all regulatory requirements and internal policies, adhering to ethical standards and best practices.
• Collaborate with product teams to provide feedback on client needs and contribute to the development of new offerings.
• Resolve client inquiries and issues promptly and effectively, ensuring high levels of client satisfaction.
• Stay abreast of market trends, economic conditions, and competitor activities to provide informed advice to clients.

Job Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field. Master's degree or relevant professional certifications (e.g., CFA, CFP) preferred.
• Minimum of 5 years of experience in wealth management, private banking, or a similar client-facing role within the financial services industry, specifically dealing with affluent clients.
• Proven track record of successfully managing and growing a portfolio of high-net-worth clients.
• In-depth knowledge of investment products, financial markets, and wealth management strategies.
• Excellent communication, interpersonal, and negotiation skills.
• Strong analytical and problem-solving abilities.
• Ability to work independently and as part of a team in a fast-paced environment.
• Fluent in both Thai and English, written and spoken.
• Relevant licenses and certifications required by the Bank of Thailand (e.g., Investment Consultant 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.