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
Here's a job description for a WB Branch Relationship Manager at UOB (Thai) Public Company Limited:
Job Title:** WB Branch Relationship Manager
Company:** UOB (Thai) Public Company Limited
Job Summary
The WB Branch Relationship Manager is responsible for managing and growing a portfolio of retail and SME customers within a UOB branch. This role focuses on building strong client relationships, identifying financial needs, and cross-selling suitable banking products and services to achieve sales targets and enhance customer satisfaction.
Job Responsibilities
- Proactively acquire new customers and expand existing relationships through effective sales and networking activities within the assigned branch's vicinity.
- Conduct in-depth financial needs analysis for individual and SME clients, recommending appropriate banking products including deposits, loans, investments, insurance, and other wealth management solutions.
- Achieve individual sales targets and contribute to the overall branch's performance metrics for various product categories.
- Provide exceptional customer service, addressing inquiries, resolving issues, and ensuring a positive banking experience for all clients.
- Maintain a strong understanding of UOB's product offerings, policies, and procedures, as well as prevailing market trends and competitor activities.
- Ensure compliance with all internal bank policies, regulatory requirements, and ethical standards in all customer interactions and transactions.
- Collaborate effectively with other branch colleagues and support departments to facilitate seamless service delivery and problem resolution.
- Participate in branch-level marketing initiatives, campaigns, and community engagement activities to enhance UOB's brand presence.
- Prepare and submit regular sales reports, forecasts, and customer feedback to branch management.
Job Qualifications
- Bachelor's degree in Business Administration, Finance, Economics, Marketing, or a related field.
- Proven track record of success in a sales or relationship management role within the banking or financial services industry, with at least 3-5 years of experience preferred.
- Strong understanding of retail banking products, wealth management solutions, and SME financial needs.
- Excellent communication, interpersonal, and negotiation skills, with the ability to build rapport and trust with diverse client segments.
- Results-oriented with a strong drive to achieve sales targets and business objectives.
- Ability to work independently and as part of a team in a fast-paced environment.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
- Fluency in Thai and good command of English (both written and spoken) is essential.
- Relevant financial certifications or licenses (e.g., investment advisor, insurance agent) will be an advantage.
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.
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