Wb Relationship Manager

UOB Group

Bangkok, Thailand
Portfolio management of high-net-worth clients
Financial needs analysis
Wealth management strategies
Responsible for managing and growing a portfolio of high-net-worth clients within UOB

Job Summary

  • Responsible for managing and growing a portfolio of high-net-worth clients within UOB.
  • Conduct in-depth financial needs analysis to understand client objectives and risk tolerance.
  • Ensure full compliance with internal policies and regulatory requirements.

Matching Summary

Responsible for managing and growing a portfolio of high-net-worth clients within UOB.

Skills & Requirements

Must-have

  • Portfolio management of high-net-worth clients
  • Financial needs analysis
  • Wealth management strategies

Nice-to-have

  • Strong communication skills
  • Ability to build rapport
  • Team collaboration

Key Requirements

  • Bachelor's degree in Finance or related field
  • 3-5 years of experience in wealth management
  • Proficiency in English and Thai

Work Rights

Not specified

Tailored Resume

Cover Letter