PVB Client Advisor
职位描述
Company: 2501 UOB (Thai) Public Company Limited
About UOB
United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values – Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow.
Job Description
Job Summary:**
As a PVB Client Advisor at United Overseas Bank Ltd., you will be responsible for building and nurturing strong relationships with high-net-worth individuals, providing comprehensive financial advice, and delivering exceptional client service within our Private Banking division.
Job Responsibilities:**
* Manage and grow a portfolio of high-net-worth clients, understanding their financial needs and aspirations.
* Develop and implement tailored investment strategies, wealth management solutions, and financial plans for clients.
* Proactively identify new business opportunities and acquire new clients through referrals, networking, and direct outreach.
* Conduct regular client reviews to assess portfolio performance, adjust strategies as needed, and ensure client satisfaction.
* Collaborate with internal product specialists (e.g., investment, trust, insurance) to provide holistic financial solutions.
* Stay abreast of market trends, economic conditions, and regulatory changes to provide informed advice.
* Ensure full compliance with all internal policies, procedures, and external regulatory requirements.
* Prepare and present financial proposals, reports, and other relevant documentation to clients.
* Maintain accurate and up-to-date client records and activities in the CRM system.
* Participate in client events and networking activities to enhance client engagement and expand the client base.
Job Qualifications:**
* Bachelor's degree in Finance, Business Administration, Economics, or a related field. MBA or relevant professional certifications (e.g., CMFAS, CFA) are highly advantageous.
* Minimum of 5-8 years of experience in private banking, wealth management, or a similar client-facing role serving high-net-worth individuals.
* Proven track record of success in client acquisition, relationship management, and exceeding sales targets.
* Strong understanding of a broad range of financial products and services, including investments, trusts, insurance, and lending.
* Excellent communication, interpersonal, and presentation skills with the ability to build rapport and trust with sophisticated clients.
* Demonstrated ability to work independently and collaboratively within a team environment.
* High level of integrity, professionalism, and ethical conduct.
* Strong analytical and problem-solving skills.
* Proficiency in financial software and CRM systems.
* Fluency in English is required; proficiency in other languages (e.g., Mandarin, Malay) may be an advantage depending on target client segments.
Additional Requirements
Develop (Competency), Engage (Competency), Execute (Competency), Strategise (Competency)
Be a Part of the UOB Family
UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.
Apply now and make a Difference
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