Affluent Client Acquisition

Company: 2501 UOB (Thai) Public Company Limited

About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

Job Description

Job Summary

Responsible for identifying, acquiring, and deepening relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, expanding UOB (Thai)'s affluent client base and contributing to the growth of its wealth management portfolio.

Job Responsibilities

• Develop and execute strategic acquisition plans to attract affluent clients, leveraging a deep understanding of their financial needs and investment objectives.
• Proactively identify and cultivate new client relationships through various channels, including referrals, networking events, and targeted outreach.
• Conduct comprehensive financial needs analysis for prospective clients, offering tailored wealth management solutions encompassing investments, insurance, and other financial services.
• Collaborate with product specialists and internal stakeholders to deliver holistic and customized financial advice.
• Maintain a strong understanding of market trends, economic conditions, and competitor offerings to effectively position UOB (Thai)'s affluent propositions.
• Ensure full compliance with all regulatory requirements and internal policies in client acquisition and relationship management.
• Represent UOB (Thai) professionally and ethically in all client interactions and external engagements.
• Regularly report on acquisition pipeline, client onboarding progress, and revenue generation.

Job Qualifications

• ฺBachelor's degree in Finance, Business Administration, Economics, or a related field. MBA or relevant professional certifications (e.g., CFP, CWM) are highly desirable.
• Minimum of 5-7 years of experience in wealth management, private banking, or a similar client-facing role focusing on affluent or high-net-worth individuals.
• Proven track record of successfully acquiring and managing significant client portfolios.
• Excellent understanding of investment products, financial planning, insurance, and other wealth management solutions.
• Strong sales and negotiation skills with the ability to build rapport and trust with discerning clients.
• Exceptional communication, presentation, and interpersonal skills in both Thai and English.
• A strong network within the affluent community in Thailand is an advantage.
• Ability to work independently and as part of a team in a fast-paced environment.
• High level of integrity and commitment to client confidentiality.

หมายเหตุ : ธนาคารมีความจำเป็นจะต้องดำเนินตรวจสอบและเก็บข้อมูลประวัติอาชญากรรมของผู้สมัครในตำแหน่งงานนี้เพื่อตรวจสอบคุณสมบัติหรือลักษณะต้องห้ามตามนโยบายของธนาคาร

Remark: The Bank requires the checking and collection of criminal records for candidates of this position in order to verify qualifications and/or disqualifications for the job position in accordance with the Bank’s policy.

Additional Requirements

Develop, Engage, Execute, Strategise

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.

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