Wb Relationship Manager

UOB

Bangkok, Thailand
Portfolio management of high-net-worth clients
Conduct financial needs analysis
Develop tailored 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.
  • Provide comprehensive wealth management solutions and foster strong, long-term relationships.
  • Ensure full compliance with internal policies, regulatory requirements, and ethical standards.

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
  • Conduct financial needs analysis
  • Develop tailored wealth management strategies

Nice-to-have

  • Strong communication and interpersonal skills
  • Ability to build rapport with clients
  • Self-motivated and results-oriented

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