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UOB

Client Advisor

UOB

Posted

yesterday

Bangkok, Bangkok City, Thailand

Onsite

THB 80K

Mid Level

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

As a Client Advisor at UOB, you will be responsible for managing relationships with high net worth clients and providing personalized banking solutions. This role requires at least 5 years of experience in client relationship management, preferably in Private Wealth Management. You will need a Bachelor's degree in Finance or a related field and must possess strong communication and interpersonal skills. The position is based in Bangkok, Thailand, offering a competitive monthly salary that reflects the expertise required.

About Company

United Overseas Bank Limited (UOB) is a major banking institution in Asia with over 500 branches globally. The bank emphasizes values such as Honorable, Enterprising, United, and Committed, focusing on building strong relationships with its clients and fostering sustainable growth.

Core Requirements

  • Bachelor's degree in Finance or Business Administration
  • 5 years of experience in client relationship management
  • Strong understanding of risk management
  • Excellent communication and interpersonal skills
  • Proficiency in English

Responsibilities

  • Develop and maintain relationships with affluent clients
  • Provide financial advice and customized wealth management plans
  • Promote and cross-sell banking products
  • Ensure compliance with regulations and policies
  • Stay updated on market trends and industry developments
  • Participate in training programs to enhance skills
  • Analyze complex situations and develop strategies

Must Have skills

Relationship managementFinancial advisoryCommunication skillsRisk managementProblem solving

Nice To Have Skills

Leadership skillsCRM proficiencyInterpersonal skillsAttention to detailStrategy development

Tools Knowledge Requried

CRM systemsDigital tools

Job Keywords

client advisorwealth managementrelationship managementbankingfinancial advisory

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