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Experience:

2 years required

Skills:

Recruitment, English

Job type:

Full-time

• 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.
• 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.
• 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.
• 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.

Skills:

Recruitment, IC License, Thai

Job type:

Full-time

• ให้คำแนะนำและนำเสนอผลิตภัณฑ์ทางการเงินที่หลากหลาย เช่น เงินฝาก, สินเชื่อ, ประกัน, กองทุนรวม และผลิตภัณฑ์การลงทุนอื่นๆ แก่ลูกค้าบุคคล.
• สร้างและรักษาความสัมพันธ์อันดีกับลูกค้าปัจจุบัน รวมถึงค้นหาโอกาสในการสร้างฐานลูกค้าใหม่ที่มีศักยภาพ.
• วิเคราะห์ความต้องการทางการเงินของลูกค้าและจัดทำแผนการเงินที่เหมาะสมและเป็นส่วนตัว.
• ดูแลและบริหารจัดการพอร์ตการลงทุนของลูกค้า เพื่อให้บรรลุเป้าหมายทางการเงินที่วางไว้.
• ติดตามและประเมินผลการดำเนินงานของผลิตภัณฑ์ทางการเงินที่ลูกค้าลงทุนเป็นประจำ.
• ให้ข้อมูลและคำแนะนำเกี่ยวกับแนวโน้มตลาดและการเปลี่ยนแปลงของผลิตภัณฑ์ทางการเงิน.
• ปฏิบัติตามกฎระเบียบและนโยบายของธนาคาร รวมถึงข้อกำหนดของหน่วยงานกำกับดูแลที่เกี่ยวข้องอย่างเคร่งครัด.
• บรรลุเป้าหมายยอดขายและเป้าหมายอื่นๆ ที่ธนาคารกำหนด.
• เข้าร่วมการฝึกอบรมและพัฒนาทักษะอย่างต่อเนื่องเพื่อเพิ่มพูนความรู้ความสามารถ.
• ปริญญาตรีขึ้นไป สาขาบริหารธุรกิจ, การเงิน, การธนาคาร หรือสาขาที่เกี่ยวข้อง.
• มีประสบการณ์อย่างน้อย 2 ปีในตำแหน่ง Personal Banker หรือมีประสบการณ์ด้านการขายผลิตภัณฑ์ทางการเงินในสถาบันการเงิน.
• มีใบอนุญาตผู้แนะนำการลงทุน (IC License) และ/หรือใบอนุญาตนายหน้าประกันชีวิต/ประกันวินาศภัย (จะพิจารณาเป็นพิเศษ).
• มีความรู้ความเข้าใจอย่างลึกซึ้งเกี่ยวกับผลิตภัณฑ์และบริการทางการเงินที่หลากหลาย.
• มีทักษะการสื่อสาร การนำเสนอ และการสร้างความสัมพันธ์กับลูกค้าที่ดีเยี่ยม.
• มีทักษะการวิเคราะห์และแก้ไขปัญหา.
• สามารถทำงานภายใต้แรงกดดันและบรรลุเป้าหมายได้.
• มีทัศนคติเชิงบวก มีความกระตือรือร้น และรักงานบริการ.
• สามารถใช้คอมพิวเตอร์และโปรแกรมพื้นฐานต่างๆ ได้ดี.
• 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.

Skills:

Recruitment

Job type:

Full-time

• 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 purs ...
• 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.

Experience:

3 years required

Skills:

Business Development, CFA, CFP, English, Thai

Job type:

Full-time

• Client Focus: Proven ability to understand and address the unique needs of high-net-worth individuals and families.
• Financial Expertise: Strong knowledge of investment products, financial planning, and market trends.
• Entrepreneurial Mindset: A self-starter with excellent networking, business development, and problem-solving skills.
• Communication Skills: Exceptional interpersonal and presentation skills, with fluency in Thai and English.
• Certifications: Relevant financial licenses and certifications, such as CFA, CFP, or equivalent, are an advantage.
• Experience: We welcome candidates across a broad spectrum of experience levels from those with a minimum of 2 years in a relevant field to seasoned industry veterans. Whether you're early in your career and eager to grow, or bring a wealth of experience and client relationships, we're open to exploring how your background can contribute to our team.

Skills:

Instrument

Job type:

Full-time

• Manage and oversee the daily settlement operations for Money Market, Fixed Income, Derivatives, and Equity transactions conducted by Treasury, Financial Markets, and Debt Management teams. Responsibilities include supervising securities delivery and payment processes for both trading transactions and entitlement collections such as interest and dividend payments, as well as ensuring accurate and timely deal verification and confirmation with counterparties in compliance with relevant regulations and deadlines.
• Supervise the Bankers' Acceptance (BE) printing process for issuers, including document preparation, accuracy verification, delivery of documents to issuers and counterparties, and monitoring payment settlements in accordance with the terms and conditions of the paying agent role upon transaction maturity.
• Oversee securities transfer processes for both physical scripts and scripless securities, including proper control and systematic maintenance of all transaction-related documents.
• Coordinate with custodians, brokers, and relevant organizations such as Thai BMA and the Stock Exchange of Thailand (SET) to ensure all transactions are processed accurately, completely, and within the required timeline.
• Verify and reconcile transaction cash flows, while monitoring daily outstanding items to ensure complete, accurate, and timely settlement and delivery.
• Responsible for daily transaction accounting entries and preparation of both internal and external reports, including short-term debenture registration, bond sales reports, บล. 9 reports, AML reports, and MTM Option reports.
• Participate in system and process improvement initiatives to enhance operational efficiency and support business transactions, as well as perform other duties as assigned.
• Bachelor's or Master's degree in Finance, Economics, Accounting, or related fields.
• Strong knowledge of Fixed Income products and Derivatives.
• Strong people management and team management skills.
• At least 10 years of experience in Back-office Operations and Settlement processes.
• Good understanding of regulatory reporting requirements and compliance practices.
• Proficient in MS Office and relevant systems (e.g., PTI/TSD, Murex).
• Detail-oriented with strong problem-solving skills and ability to work under pressure.
• Good communication and coordination skills.

Experience:

5 years required

Skills:

Risk Management, Accounting, SAP, English

Job type:

Full-time

• Be Involved in handling foreign exchange transactions, lending and borrowing, cash.
• management, risk management and cash pooling.
• FX hedging for trading services.
• Daily Cash Management.
• Treasury Outsourcing Services are provided to Global Treasury Center.
• Liaise with bankers, group companies, auditors, and regulatory authorities in execution of job.
• Assist in other ad-hoc treasury related matters as many as assigned by the.
• Supervisor/Manager.
• Prepare internal monthly and statutory report to Bank of Thailand.
• Bachelor's degree or higher in Finance, Economics or Accounting.
• At least 1 to 5 years of relevant experience in treasury function.
• Good command of written and spoken English.
• Experience in SAP for Treasury Function field would be an advantage.
• Ability to perform routine function accurately and pay attention to details.
• Good communication and interpersonal skills.
• Good quantitative skills, basic financial modelling, and advanced working knowledge in MS.
• Excel.
• Self-directed, hands-on, motivated, and committed to meeting deadlines, targets, and.
• objectives.
• Meticulous and a good team player.

Experience:

5 years required

Skills:

Financial Analysis, Instrument

Job type:

Full-time

• Securing project financing, issuing project information memorandum, negotiating project financing terms and loan documentation.
• Building financial models on responsible projects to update actual performance as well as to prepare financial analysis on various assigned scenarios.
• Analyzing actual operating results and identifying key financial and operating issues to be addressed; quantifies actual results versus forecast.
• Providing loan sources and/ or other financial instrument as well as negotiating with financial institutions in order to get low financial cost under the best terms and conditions.
• Managing loan agreement in order to ensure confidence that the company can make the loan drawdown, pay back the principle, interest, and dividend up to expectation.
• Preparing of financial information for BOD/ shareholders/ bankers.
• Studying and keeping updated the financial market and the development of financial instruments to ensure that the right financial instruments have been used to manage risk at the right timing for maximum benefits to the company.
• Performing financial analysis for the company financial status planning and controlling to comply with conditions of all stakeholders' conditions (Lenders, shareholders).
• Managing loan and credit facilities arrangement, including loan terms, project finance, and/ or trade finance and/ or factoring.
• Ensuring the compliance with all covenants under loan agreements.