Open house Interview RM Wealth Banking Position (2026)

UOB Thailand is recruiting for multiple wealth banking service positions: Personal Banker, Wealth Banking Relationship Manager, and Affluent Client Advisor. The role involves developing new clients within an assigned territory, managing client portfolios, conducting fact finding and KYC, and designing financial, investment, or portfolio strategies based on customer needs.

Candidates should hold an MBA or a bachelor's degree in Marketing, Business Economics, Finance, or a related field. The posting states 2-4 years of experience for junior positions and 4-8 years for senior positions. It also seeks relationship management experience, mutual fund product knowledge, financial instruments, credit and business analysis, industry analysis, strong communication skills, and a good command of English. Single, Life, and Non-Life licenses are listed as qualifications.

Develop new clients within an assigned territory and manage client portfolios to achieve business targets.

Conduct fact finding and KYC to identify suitable product solutions for customer needs.

Provide professional financial advice and customer service to support satisfaction and retention.

Design financial strategies, investment plans, and portfolio models for individual customers.

Review customers' changing needs and financial circumstances, and advise on investment opportunities.

Master's degree in an MBA, or bachelor's degree in Marketing, Business Economics, Finance, or a related field.

2-4 years of work experience for junior positions and 4-8 years for senior positions.

Relationship management experience is advantageous; mutual fund product knowledge is preferred.

Knowledge of financial instruments, credit and business analysis, and industry analysis.

Strong interpersonal and communication skills, a good command of English, and Single, Life, and Non-Life licenses.

Interview during May 2026, with results announced immediately. Candidates must undergo criminal-record checks and data collection in accordance with the bank's policy.