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Experience:

5 years required

Skills:

Human Resource Management, Project Management, Recruitment, English, Thai

Job type:

Full-time

• Support and advise businesses on product launches, campaigns, and services.
• Overall lead to consolidate and review requirements.
• Review impact analysis and prioritize CR and defects with BTS and users.
• Review and sign off functional specification.
• Lead and manage implementation planning and signing for systems under their responsibility.
• Work with users about training plans, deployment & implementation plan, and communication with customers.
• Track and update stakeholder for projects status. CRs or system enhancement which is related to systems under their responsibilities.
• Parameter Setup and Release Management.
• Manage and control parameter maintenance to ensure that user parameters under their responsibility are maintained and updated under appropriate control and approval.
• Coordinate with UOBS and third parties such as VISA, Master cards for all system changes and improvements / releases deployment / compliance of third parties.
• Supervise on file upload related to parameter maintenance.
• Production / Incident Management.
• Investigate and resolve problems, suggestions and system complaints under their responsibility within the SLA.
• Coordinate with stakeholder users to ensure that the status of problems is updated for management.
• Check and maintain security profiles and allow user access matrix changes.
• Coordinate with IDM / TOGA for system access settings.
• People management and Others.
• Manage staff and resources including hiring, coaching, training/development and mentoring.
• Other jobs per assignment.
• Bachelor's or Master's in Computer Science, Statistics, and Computer Engineering.
• 7+ years' experience in the IT industry and 5 years in Project Management and experience in Banking or Finance applications is preferable.
• Knowledge of Loyalty & Rewards system from Banking and Investment system will be advantageous.
• Management skill: Project Management, Resource Availability Management, Human Resource Management.
• Excellent troubleshooting and solutions abilities.
• Strong analytical skill.
• Good interpersonal skill.
• Good command in English (Speaking, Listening, Reading, Writing).
• Able to work at UOB Sathon ((BTS Saint Louis) or UOB Phetkasem (MRT Phasicharoen).
• Special consideration will be given to candidates who have programming skills or can leverage AI to develop and improve work processes.
• 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.
• 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:

5 years required

Skills:

Product Development, IC License, CFA, CFP, English

Job type:

Full-time

• Responsible for developing and managing investment products, providing market insights and investment strategies, and supporting business growth through in-depth analysis of capital markets, mutual funds, and investment trends. The role requires strong expertise in technical analysis, market strategy, and fund selection to support product development, sales enablement, and client engagement.
• Source, initiate and benchmark new and existing investment products against competitors to develop investment plans.
• Conduct product due diligence and evaluate fund performance across different asset classes.
• Monitor industry trends, market developments, and competitor offerings to identify new investment opportunities.
• Analyze financial markets and provide strategic investment views using Technical Analysis, Market Indicators, Economic Data, and Fund Flow Analysis.
• Develop asset allocation recommendations based on market outlook and investment themes.
• Produce regular market commentaries, investment outlook reports, and portfolio recommendations.
• Monitor global and local market developments and assess potential impacts on investment products.
• Assist the marketing communication teams with marketing campaigns and online promotional activities as assigned.
• Ensure investment products comply with regulatory requirements and internal governance standards.
• Provide cross-functional support and handle ad-hoc projects assigned.
• Bachelor's or Master's Degree in Finance, Economics, Investment, Business Administration, or related fields.
• Minimum 5 years of experience in Investment Strategy, Technical Analysis, Fund Research, Investment Advisory, Wealth Management, or Investment Product Management.
• Strong expertise in Technical Analysis, Market Strategy, Chart Analysis, and Market Indicators.
• Understanding of Equity, Fixed Income, Multi-Asset, and Alternative Investment Products.
• Knowledge of macroeconomic factors affecting investment markets.
• IC License / Investment Consultant License.
• CFA, CFP, or other professional investment qualifications would be an advantage.
• Good English communication.
• Good at using necessary computer software i.e. MS Office, Bloomberg, Morning Star.

Experience:

8 years required

Skills:

Product Development, Enthusiastic, Accounting, CFA

Job type:

Full-time

• Conduct in-depth consultations and provide total portfolio solutions for HNW/UHNW clients, including highly sophisticated investors as well as analyze clients' financial situations and offer tailored investment or funding recommendations.
• Recommend suitable investment products, such as mutual funds, bonds, structured notes, and private assets, based on each client's risk appetite.
• Monitor client investment portfolio performance and recommend appropriate adjustments according to asset allocation.
• Stay updated on market conditions and factors that impact the market, provide timely call-to-action recommendations to clients.
• Cultivate strong client relationships, fostering trust and confidence in investment expertise, and collaborate within a team to design efficient and suitable investment products, asset allocation, and investment strategies.
• Bachelor's degree or higher in Finance, Accounting, Business Administration, Marketing, or related fields.
• Minimum of 5 years of direct experience in fund management, investment consultation, investment strategy, investment product development, with preference for portfolio management, fund management, or investment strategy experience.
• License holders of IC Complex, IP, or fund manager license. CFA will be a plus.
• Experiences in fostering relationships with HNW/UHNW clients and in-depth knowledge of financial markets, investment products, and economic trends.
• Strong analytical and problem-solving skills, ability to interpret complex financial data, along with excellent interpersonal, communication, and creative problem-solving skills.
• We're committed to bringing passion and customer focus to the business.
• If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.

Experience:

1 year required

Skills:

Recruitment, Accounting, English, Thai

Job type:

Full-time

• Perform reconciliation of transactions and balances between RIMS and Vestima (Clearstream).
• Perform reconciliation of GL entries related to UT operations.
• Perform reconciliation of fees and VAT processing in line with procedure and timelines.
• Process customer payment transactions, including redemption payment and dividend reinvestment.
• Maintain UT account statuses in accordance with operational requirements.
• Liaise with internal teams, external teams and Clearstream, regarding operational issues and service matters.
• Manage printing vendors for the production and delivery of confirmation notes, monthly statements, and WHT certificates.
• Support UAT for wealth-related products and system enhancements.
• Perform other operational tasks as assigned.
• Bachelor's degree in Finance, Banking, Accounting, Business Administration, Economics, or a related field.
• Minimum 1-3 years of relevant experience in Investment Operations, Banking, Accounting, Financial Services, or a related field.
• Experience in retail banking operations will be considered an advantage.
• Proficiency in MS Office applications, particularly Excel (including Pivot Tables and formulas) and PowerPoint.
• Good command of English, with effective reading and writing skills for documentation and communication.
• Strong attention to detail with excellent analytical, problem-solving, and reconciliation skills.
• Ability to work effectively under pressure in a fast-paced environment while collaborating with teams.
• 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.
• 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:

5 years required

Skills:

Risk Management

Job type:

Full-time

• Responsible for supporting in planning, managing and overseeing the investment risk management process to ensure the comprehensiveness and effectiveness of investment risk management under company's risk appetite. The main function includes monitoring investment risks, maintaining and improving risk measurement and controlling tools, assessing and analyzing risk status movement, support in setting up risk mitigation plan and procedure to reduce the impact of excessive risk, and creating risk reports to ensure executives and related parties understand and recognize the investment ri ...
• To prepare and review the investment risk management policy to be used in setting the investment risk management framework and process.
• To participate in presenting the strategic plans for investment risk management to the team.
• To maintain, review & improve risk models to ensure that it's practical, accurate and effective in assessing each type of investment risk.
• To maintain and improve risk warning and controlling tools to be in line with risk appetite level of the company and able to provide an efficient risk signal to the company.
• To produce and review on assets cash flow used in determining the RBC CAR for the company.
• To regularly measure and monitor investment risk status including Market Risk, Credit Risk, Concentration risk for investment asset and also analyzes the causes of changes in the risk status.
• To oversee and prepare investment risk reports for the Investment Committee (IC) and the Risk Management Committee (RMC) on a regular basis to facilitate the understanding of risk status and its movement to the management.
• To study and assess the fair value of all Derivatives and Structured products with the Investment Department before propose to investment in those instruments.
• To coordinate with credit rating agencies for the arrangement of the company's executives interview and prepare and validate data for a credit rating company to be used in reviewing the company's credit rating.
• To be responsible for any other ad hoc projects as assigned.
• Bachelor's degree or higher in Risk Management, Finance, Economics, Statistics, Actuarial Science, or related fields, with 5-8 years of experience.
• Skills in coordination, communication, and data analysis.
• Knowledge in economics and financial investment.
• Good proficiency in English, including listening, speaking, reading, and writing skills.

Experience:

3 years required

Job type:

Full-time

• Investment Advisor is responsible to provide wealth management service to targeted clients who would benefit from our expertise in investment management and a superior wealth management platform.
• Role and Responsibilities / หน้าที่ความรับผิดชอบ.
• Develop and manage relationships with individuals with minimum liquid investable asset of 2 million baht or more.
• Provide wealth management solution through asset allocation strategy, giving clients access to variety of investment products covering all asset classes including cash, bonds, stocks and alternatives.
• Master degree with minimum of 2-year experience in the capital market.
• Highly knowledgeable about financial services and products.
• Highly developed relationship management skills.
• Demonstrated success in meeting business targets.
• Excellent communication and interpersonal skills.
• Mature and self-confident.
• Specific knowledge and skill / ความรู้เฉพาะตำแหน่ง.

Experience:

3 years required

Job type:

Full-time

• Wealth Management has become one of the fastest-growing areas in the global financial industry due to the increasing number of high net worth population and hence demands for the service. Kiatnakin Phatra Securities is a leading onshore wealth manager with a total clients' asset under advisory of over 650 billion baht.
• Investment Consultant is part of the Investment Solutions Department. The department provides expertise in customized solutions for client investment across different asset classes and products for both onshore and offshore investment.
• Role and Responsibilities / หน้าที่ความรับผิดชอบ.
• Provide investment solutions to clients across all asset classes including customized solutions.
• Collaborate closely with the Financial Consultant to develop and maintain relationship with major clients.
• Collaborate with the Wealth Management's Investment Committee to select investment ideas and products to offer to our clients.
• Monitor and analyze general investment solutions market landscape.
• High caliber Bachelor's/Master's degree in Economics, Finance, or a related field.
• 5+ years of relevant experience in the financial industry.
• Highly knowledgeable about financial services and products.
• Experience in the global offshore private banks is highly preferred.
• Demonstrated success in meeting business targets.
• Highly developed relationship management skills.
• Excellent communication and interpersonal skills.
• Mature and self-confident.
• Specific knowledge and skill / ความรู้เฉพาะตำแหน่ง.

Job type:

Full-time

• การดำเนินการทำดีล รับผิดชอบงานตลอดวงจรของดีล ตั้งแต่การคัดกรอง การประเมินมูลค่า การทำ due diligence การวางโครงสร้าง จนถึงการปิดดีล จัดทำและทบทวนแบบจำลองทางการเงิน ได้แก่ DCF, comparable company, precedent transaction, scenario analysis และการวิเคราะห์ IRR และ exit ผู้รับตำแหน่งมีบทบาทสำคัญในการตรวจสอบและท้าทายสมมติฐานของฝ่ายบริหารและผู้ขาย ระบุความเสี่ยง ช่องว่างด้านมูลค่า และจุดที่สามารถใช้ต่อรองราคาหรือขอความคุ้มครองในสัญญาได้ รวมถึงการประเมินโครงสร้างดีล เช่น earn-out, deferred payment, การเพิ่มทุน และข้อตกลงระหว่างผู้ถือหุ้น ตลอดจนประสานงานกับที่ปรึกษา ผู้สอบบัญชี และฝ่ายบริหาร ...
• การบริหารพอร์ตหลังการลงทุน ติดตามผลการดำเนินงานของบริษัทในพอร์ตเทียบกับแผนธุรกิจและตัวชี้วัด ระบุสัญญาณความเสี่ยงตั้งแต่ระยะเริ่มต้น และเสนอแนวทางจัดการ เช่น การลงทุนเพิ่ม การปรับโครงสร้าง หรือการ exit พร้อมทั้งสนับสนุนบริษัทในการวางแผนสร้างมูลค่าและติดตามความคืบหน้า.
• การรายงานและการนำเสนอ จัดทำและนำเสนอข้อเสนอการลงทุน รายงานการประเมินมูลค่า และเอกสารประกอบการพิจารณาของคณะกรรมการการลงทุน (Investment Committee) พร้อมทั้งรายงานความคืบหน้าของดีล ความเสี่ยง และภาวะตลาดต่อผู้บริหารระดับสูงอย่างสม่ำเสมอ.
• ผู้สมัครต้องมีประสบการณ์ตรงในการทำดีลจริง (live deals) โดยบริษัทจะขอให้จัดทำ deal sheet แบบไม่ระบุชื่อ (anonymized) ที่ระบุประเภทและจำนวนดีล ขนาดและอุตสาหกรรม ความรับผิดชอบของผู้สมัคร และผลลัพธ์ของดีล.
• ประสบการณ์อย่างน้อย 10 ปีขึ้นไป ในสาย private equity, investment banking, M&A advisory, direct investment หรือ portfolio management.
• มีประสบการณ์เข้าร่วมทำดีลจริงหลายดีล โดยเฉพาะดีลที่ปิดสำเร็จ.
• มีความเชี่ยวชาญด้าน valuation, financial modelling, due diligence และการวางโครงสร้างดีล พร้อมพื้นฐานที่แข็งแกร่งด้าน corporate finance และบัญชี.
• ปริญญาตรีสาขาการเงิน บัญชี หรือสาขาที่เกี่ยวข้อง หากมี CFA จะได้รับการพิจารณาเป็นพิเศษ (ปริญญาโทหรือ CPA เป็นข้อได้เปรียบเพิ่มเติม).
• ใช้งาน Microsoft Excel และ PowerPoint ได้ในระดับสูง พร้อมทักษะการเจรจาและการนำเสนอที่ดี.
• สื่อสารภาษาไทยและอังกฤษได้ดีทั้งการเขียนและการพูด.

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.