United Overseas Bank (Thai) Public Company Limited (UOB)

Investment Consultant

United Overseas Bank (Thai) Public Company Limited (UOB)
Salary provided
Posted on 14 Apr 2021

Investment Consultant

United Overseas Bank (Thai) Public Company Limited (UOB)

Job Highlights

  • Investment Consultant
  • Assisting Wealth Banking RMs in product
  • Assist client to make correct investment strategy

Job Description

Job Descriptions:

  • Responsible solely for developing and equipping essential skills for Wealth Banking RMs such as in-depth mutual fund knowledge, asset allocation concept, and economic view.
  • Assisting Wealth Banking RMs with necessary training to be able to  present the clients the investment opportunity and provide both strategic and tactical solutions in asset allocation that is suitable for clients’ risk
  • Constantly communicate the clients together with relationship manager and help them update of their investment portfolio
  • Assist the client to make correct both short and long term investment strategies for the client’s portfolio..
  • Responsible for analyzing macroeconomic and monitor investment environment to construct an appropriate investment recommendation for clients
  • Communicate with relationship manager to advice investment strategy and performance on regular basis.
  • Continuous monitoring of the suggested investment performance and dynamically change strategies according to the performance

Qualifications:

  • Bachelor or Master degrees in business administration or related fields
  • A great communication skills, clearly communicate with others
  • At least 3 years of experience and knowledge in about all types of investment – finance industry, equity market, fixed income market, commodities, mutual funds, investment planning, etc.
  • Have Analytical skills, advisory and presentation skills, investment planning skills
  • Single License is preferable

Please contact Talent Acquisition at Tel. 02-343-4291

Only shortlisted candidates will be notified.

Additional Information

Career Level
Middle
Qualification
Degree
Years of Experience
3 years
Job Type
Permanent
Company Website

Company Overview

United Overseas Bank (Thai) Public Company Limited is a member of the United Overseas Bank Group, which aims to be a premier bank in the Asia – Pacific Region. With over 150 branches across Thailand, and supported by UOB Group’s extensive network of over 500 offices in 18 countries and territories, the Bank is well-positioned to play a significant role in the continued growth of the Thai economy and the banking & financial industry. We are seeking committed, energetic individuals who believe in being rewarded for performance, who want to grow in their careers, while at the same time, contribute to UOB’s exciting growth in Thailand.

Additional Company Information

Industry
Financial Services