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UO
Uobgroup

Relationship Manager (Wealth Banking)

LocationBangkok (City Area)
Typefull-time
SeniorityMid
Experience2–8 yrs
Company size10,000+ people
PostedJun 22, 2026 · 3mo ago
Verified live11h ago
At a glanceSummarised by Seekless from the posting.
Must have13
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
Build customer's wealth through Bank Investment and Insurance products
Work with IC on a wide array of investment products to advise customers on investment opportunities
Master's degree in M.B.A., or Bachelor degree in Marketing, Business Economics, Financial, or related field
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
Nice to have2
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
Eligibility2
Criminal record check required in accordance with Bank's policy
UOB is an equal opportunity employer – does not discriminate
About the company
Company: 2501 UOB (Thai) Public Company Limited
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.
Job Description
Job Description
•
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.
•
Build customer’s wealth through Bank Investment and Insurance products
•
Work with IC on a wide array of investment products to advise customers on investment opportunities.
Qualification
•
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.
Legal
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.
หมายเหตุ : ธนาคารมีความจำเป็นจะต้องดำเนินตรวจสอบและเก็บข้อมูลประวัติอาชญากรรมของผู้สมัครในตำแหน่งงานนี้เพื่อตรวจสอบคุณสมบัติหรือลักษณะต้องห้ามตามนโยบายของธนาคาร
Additional Requirements
Develop, Engage, Execute, Strategise
Be a Part of the UOB Family
UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate’s age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.
Apply now and make a Difference
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