Affluent Client Advisor

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.

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.

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.

Online application via UOB career portal; criminal record check required for the position.