Wb Relationship Manager

UOB United Overseas Bank Limited

Bangkok, Thailand
High-net-worth client portfolio management
Financial needs analysis and investment strategy
Cross-selling banking products and services
The role is responsible for managing and growing a portfolio of high-net-worth clients within UOB Thailand

Job Summary

  • The role is responsible for managing and growing a portfolio of high-net-worth clients within UOB Thailand.
  • Candidates must conduct in-depth financial needs analysis to develop tailored wealth management strategies.
  • Proficiency in both English and Thai is essential for communicating with sophisticated clients.

Matching Summary

The role is responsible for managing and growing a portfolio of high-net-worth clients within UOB Thailand.

Skills & Requirements

Must-have

  • High-net-worth client portfolio management
  • Financial needs analysis and investment strategy
  • Cross-selling banking products and services
  • English and Thai language proficiency

Nice-to-have

  • Strong analytical and problem-solving abilities
  • Self-motivated and results-oriented mindset
  • Ability to work independently in a team

Key Requirements

  • Bachelor's degree in Finance, Economics, or Business Administration
  • 3-5 years experience in wealth management or private banking
  • Relevant financial licenses required by the Bank of Thailand

Work Rights

Not specified

Tailored Resume

Cover Letter