Pvb Client Advisor

5 months ago


Thailand UOB (Thai) Public Company Limited Full time

**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.

**About the Department**:
**Responsibilities**:

- 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 customer’s 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 bank’s policies or guidance.
- Coordinate with related departments in marketing and servicing the customers to achieve sale volume and revenue target.

**Job Requirements**:

- Master’s 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
- 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 Program

**Be a part of UOB Family**:


  • Client Advisor

    5 months ago


    Thailand JP Caliber (Recruitment Agency) Full time

    **JOB MISSION** - Provide excellent and specialized customer service by **creating emotionally enriched relationships **with clients - **Develop and nurture **meaningful and loyal client relationships through personal connections and CRM initiatives - Manage and drive sales by understanding client desires and creating a **hand-crafted experience **for the...

  • Client Care Advisor

    5 months ago


    Thailand Tiffany & Co. Full time

    The name Tiffany & Co. instills images of Beauty, Romance and the iconic Blue Box. It is a Symbol of Excellence. Since 1837, the masterpieces of Tiffany & Co. have defined style and celebrated the world's great love stories. Join Tiffany & Co. and be part of the largest luxury group in the world - LVMH! Are you passionate about developing talents, building...


  • Thailand CIMB Group Full time

    Design and implement a tiered rewards program that incentivizes desired client behaviors and product adoption - Develop and manage a comprehensive customer experience (CX) program for wealth management clients, ensuring a seamless and personalized journey across all touchpoints - Conduct market research and competitor analysis to identify industry trends and...


  • Thailand Agency Growth Team Full time

    Do you LOVE serving clients, and helping businesses grow and scale to new heights? Are you eager to work with independent business owners, create long-lasting relationships, and be rewarded for your skills, time, and accomplishments? Are you ready to push clients forward, consult heavily on their day-to-day achievements and help them scale to successful new...


  • Thailand NodeFlair Full time

    **Job Summary**: **Job Type** Permanent **Seniority** Lead **Years of Experience** 3-5 years **Tech Stacks** Go Flow - Your Role and Responsibilities - A Business Development Leader-Cybersecurity Services role within IBM Consulting - Cybersecurity Services means providing industry-leading solutions to help our clients face the challenges of cloud...


  • Thailand NodeFlair Full time

    **Job Summary**: **Job Type** Permanent **Seniority** Mid **Years of Experience** 3-5 years **Tech Stacks** Go Flow - Your Role and Responsibilities - A Business Development Leader-Cybersecurity Services role within IBM Consulting - Cybersecurity Services means providing industry-leading solutions to help our clients face the challenges of cloud...


  • Thailand Asylum Access (HQ) Full time

    **Description**: About Asylum Access We are human rights advocates who support forcibly displaced individuals and communities as they reclaim their rights, agency and power. Our unique combination of legal empowerment, policy advocacy and global systems change creates conditions in which refugees can live safely, move freely, work legally and go to school....

  • Key Account Executive

    5 months ago


    Thailand บริษัท โอสถสภา จำกัด Full time

    It's fun to work in a company where people truly BELIEVE in what they are doing! We're committed to bringing passion and customer focus to the business. Job Summary - Manage customer for Sales target & ensure profitability to Osotspa’s personal care portfolio - Retain customer and relationship over time ideally a strategic partner and advisor to the...


  • Thailand Hotelbeds Full time

    Hotelbeds is the world’s leading technology partner, connecting and empowering the world of travel. We’re game-changers, disruptors, the people who bring together local and global brands in accommodation, transport, activities and payments through our network of 300,000 hotels worldwide, 60,000 hard to reach high value clients such as tour operators,...

  • Account Manager

    5 months ago


    Thailand Kensington Associates Recruitment Full time

    Bangkok Full Time and Permanent Management Negotiable 02 634 8884 **As an Account Manager, you will play a pivotal role in establishing and nurturing strong relationships with our clients. Your primary responsibilities will include managing and expanding key client accounts to ensure their satisfaction and maximize their utilization of our online...

  • Commerce Manager, Tha

    3 months ago


    Thailand IPG Mediabrands Full time

    Location: Thailand, ,Agency: Reprise - Thailand | Ref#: 4943 | Job Function: eCommerce | Type of Contract: Regular Position Summary Our position offers you opportunity to work with the world leading clients and in the fast-moving industry where you will be the leader that will lead the team to grow the business. Also, you will gain and build you...

  • Account Manager

    5 months ago


    Thailand Paymentology Full time

    Paymentology is the first truly global issuer-processor, giving banks and fintechs the technology, team, and experience to rapidly issue and process Mastercard, Visa, and UnionPay cards across more than 50 countries, at scale. Our advanced, multi-cloud platform, offering both shared and dedicated processing instances, vast global presence, and richer,...

  • Senior Account Manager

    6 months ago


    Thailand Paymentology Full time

    Paymentology is the first truly global issuer-processor, giving banks and fintechs the technology, team, and experience to rapidly issue and process Mastercard, Visa, and UnionPay cards across more than 50 countries, at scale. Our advanced, multi-cloud platform, offering both shared and dedicated processing instances, vast global presence, and richer,...


  • Thailand Tilleke & Gibbins International Ltd Full time

    **Location**: Thailand **Department**: Legal *** *** This position is for a mid-level associate to assist partner(s) and senior associates in the Capital Markets practice group, which covers a full range of capital market products and securities transactions (including securities issuance and IPOs). The lawyer is expected to have legal knowledge in the...

  • Manager, Remarketing

    2 months ago


    Thailand CompAsia Full time

    **Who are we?** CompAsia is a digital & technology company that provides end-to-end solution for certified pre-owned devices which focusing on the mobile phone life-cycle value chain. Our focus on delivering mobile phone lifecycle experience not limiting to Trading, Financing and Insurance. **What Role Will You Play in shaping CompAsia's Future?** -...


  • Thailand Lazada Full time

    Location: **Thailand** - Department: Commercial- Location: Thailand- Team and Role Introduction: - Team and Role Introduction:Reporting to the Team Lead, the Key Account Manager will be responsible for the planning and management of seller portfolio on Lazada to ensure performance improvement and growth contribution to the overall...


  • Thailand Lazada Full time

    Location: **Thailand** - Department: Commercial- Location: Thailand- Team and Role Introduction: - Team and Role Introduction:Reporting to the Team Lead, the Key Account Manager will be responsible for the planning and management ofseller portfolio on Lazada to ensure performance improvement and growth contribution to the overall...

  • Sales Professional

    5 months ago


    Thailand InvisaBlend Full time

    Sale-Consultant Self Application - Provide you with full details about this job position/career so you can evaluate if this position is suitable for you. - Find out about some of your skills, talents, expertise & experiences by getting information from you up front - for Invisablend to assess if you are a fit for this position. -.. **Geographical area for...


  • Thailand Lazada Full time

    Location: **Thailand** - Department: Commercial- Location: Thailand- The job purpose of an e-commerce key account manager is to champion the success of local SMEs sellers, fostering their growth into thriving entities within our dynamic e-commerce ecosystem of Lazada. By harnessing the power of cutting-edge technology and innovative tools, we aim not just to...


  • Thailand Lazada Full time

    Location: **Thailand** - Department: Commercial- Location: Thailand- Team and Role Introduction: - The job purpose of an e-commerce key account manager is to champion the success of local SMEs sellers, fostering their growth into thriving entities within our dynamic e-commerce ecosystem of Lazada. By harnessing the power of cutting-edge technology and...