Position overviewPosted 1 day ago
Affluent Client Advisor
UOB Thailand →Not specified3-5 years
Bangkok City Area
Compensation
THB 60,000 - THB 120,000
THB / month
Estimated range. Confirm compensation with the employer.
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Listing record updated: October 31, 2026. We archive records after 60 days without an update. This date does not confirm that the employer is still hiring.
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About the position
UOB (Thai) Public Company Limited is hiring an Affluent Client Advisor based in the Bangkok City Area to serve high-net-worth individuals. The role focuses on acquiring and growing affluent client relationships, conducting financial needs analysis, and providing advice across wealth management, investment, insurance, and lending products while meeting individual and team sales targets.
Candidates need a bachelor's degree in Finance, Business Administration, Economics, or a related field and 3-5 years of experience in wealth management, private banking, or financial advisory serving affluent clients. Fluency in Thai and English, strong sales track record, relevant financial certifications, and proficiency in Microsoft Office are required. The bank will conduct criminal record checks for this position.
Responsibilities
Develop and implement strategies to acquire new affluent clients and expand existing client relationships.
Conduct in-depth financial needs analysis to understand clients' financial objectives, risk tolerance, and investment preferences.
Provide expert advice on wealth management, investment solutions, insurance, and lending products.
Prepare and present customized financial plans and investment proposals to clients.
Achieve individual and team sales targets and key performance indicators.
Requirements
Bachelor's degree in Finance, Business Administration, Economics, or a related field.
Minimum of 3-5 years of experience in wealth management, private banking, or financial advisory serving affluent clients.
Proven track record of success in sales and client acquisition within financial services.
Strong understanding of investment products, financial markets, and wealth management strategies.
Fluency in Thai and English (both written and spoken) is essential.
Nice to have
Relevant financial certifications such as Investment Planner or Securities License
Hiring Process
Online application via UOB career portal; criminal record check required for the position.
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