ธนาคารยูโอบี จำกัด (มหาชน)

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Jan 31, 2025

Privilege Banking (Client Advisor) Manager-VP

สถานที่ปฏิบัติงาน

Vadhana, Bangkok

เงินเดือน

Negotiable

อัตรา

หลายอัตรา

สัมภาษณ์งานออนไลน์

สมัครงาน

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Job Descriptions

• Passionately to fact finding and KYC customers, in order to present the right product solutions according to the customers’ needs • Provide truly professional financial advice and customer service to achieve high level of customer satisfaction and retention. • Design financial strategies/plan or investment plan or portfolio model for individual customer. • Review and responding to customers changing needs and financial circumstances, associated risk and providing customers with information on new and existing products and services. • Work with IC on a wide array of investment products to advise customers on investment opportunities. • Build customer’s wealth through Bank Investment and Insurance products We offer highly competitive salary and commission 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.

Qualifications

Master’s degree in M.B.A., or Bachelor degree in Marketing, Business Economics, Financial, or related field.
Previous 2-8 years of experience in Marketing Planning relationship manager, Banking business will be advantage.
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.
Good command of English.
2-4 years work experience for Junior position.
4-8 years work experience for Senior position.
Certificate for Single License, Life and Non-Life License.