Client Advisor - Rm Privilege Banking

Client Advisor - RM Privilege Banking (Manager-AVP) บริษัท ธนาคารยูโอบี จำกัด (มหาชน) (UOB) ดูรีวิว สมัครงานทันที การเงิน/การธนาคาร/หลักทรัพย์ วันนี้ คุณสมบัติพื้นฐาน งานประจำ 2 - 10 ปี ปริญญาตรีหรือสูงกว่า สามารถเจรจาต่อรองได้ + Commission หน้าที่และความรับผิดชอบ - Manage business relationship with Privilege Banking clients and offer professional financial advice; customer service to achieve high level of customer satisfaction and retention (AUM more than 10 MB). - Design financial strategies, investment and portfolio model plans for individual customer. - Build customers wealth through Privilege Banking products. - Review and response to customers changing needs and financial circumstances, associated risk and providing customers with information on new and existing products and services. - Closely performs credit monitoring in compliance with the banks policies or guidance. - Coordinate with related departments in marketing and servicing the customers to achieve sale volume and revenue target. คุณสมบัติ **Qualification**: - Masters degree in M.B.A., or Bachelor degree in Marketing, Business Economics, Financial, or related field. - At least 2 years of experience in Wealth Banking, Private Banking, Investment HNW customer. - Experienced in RM, knowledge in Mutual Fund products is preferred. - Knowledge of financial instruments, credit and business analysis, industry analysis. - Strong interpersonal and communication skills. - Good command of English. - Certificate for Single License, Life and Non-Life License. - UOB will subsidised the cost for qualified staff to get CFP certification - Attractive Benefits, Fast Track Promotion and Special Professional Development Progra สวัสดิการ - กองทุนสำรองเลี้ยงชีพ - ทำงานสัปดาห์ละ 5 วัน - ประกันสังคม - ประกันสุขภาพ - ประกันอุบัติเหตุ - โบนัสประจำปี ที่อยู่ 191 Good Wood Building, Fl 4th South Sathorn Rd., Sathorn, Bangkok 10120 ชื่อผู้ติดต่อ Lerdsin โทรศัพท์ 02 343 4237 Fax 0-2343-4261 บริษัท ธนาคารยูโอบี จำกัด (มหาชน) (UOB) เกี่ยวกับบริษัท **United Overseas Bank (Thai) Public Company Limited** is a member of the United Overseas Bank Group, which aims to be a premier bank in the Asia - Pacific Region. With over 150 branches across Thailand, and supported by UOB Groups extensive network of over 500 offices in 18 countries and territories, the Bank is well-positioned to play a significant role in the continued growth of the Thai economy and the banking & financial industry. We are seeking committed, energetic individuals who believe in being rewarded for performance, who want to grow in their careers, while at the same time, contribute to UOBs exciting growth in Thailand.

Information :

  • Company : United Overseas Bank
  • Position : Client Advisor - Rm Privilege Banking
  • Location : กรุงเทพฯ
  • Country : TH

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Post Date : 2025-09-17 | Expired Date : 2025-10-17