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
WB Branch Relationship Manager
Company:** UOB (Thai) Public Company Limited
Job Summary
The WB Branch Relationship Manager is responsible for cultivating and managing strong client relationships within a UOB branch setting, focusing on growing the bank's wealth management business and achieving sales targets for a range of financial products and services.
Job Responsibilities
- Develop and maintain a portfolio of high-value individual and corporate clients, understanding their financial needs and providing tailored wealth management solutions.
- Proactively identify and acquire new clients through various channels, including referrals, networking, and direct outreach, to expand the bank's customer base.
- Conduct comprehensive financial needs analysis for clients, recommending appropriate investment products, insurance, loans, and other banking services.
- Achieve and exceed assigned sales targets for various products, including deposits, investments, bancassurance, and consumer loans.
- Provide exceptional customer service, addressing client inquiries, resolving issues, and ensuring a positive banking experience.
- Stay up-to-date with market trends, economic conditions, and competitor activities to effectively position UOB's offerings.
- Ensure full compliance with all internal policies, procedures, and relevant regulatory requirements.
- Collaborate with other departments and specialists within the bank to deliver integrated financial solutions to clients.
- Prepare and present regular reports on sales performance, client portfolio status, and market insights to management.
Job Qualifications
- Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
- Minimum of 3-5 years of experience in relationship management or sales within the banking or financial services industry, preferably with a focus on wealth management.
- Proven track record of consistently meeting and exceeding sales targets.
- Strong understanding of financial products, investment instruments, and wealth management principles.
- Excellent communication, interpersonal, and negotiation skills.
- Ability to build rapport and trust with clients from diverse backgrounds.
- Self-motivated, results-oriented, and able to work effectively independently and as part of a team.
- Possession of relevant financial licenses/certifications (e.g., Investment Consultant License, Insurance Agent License) is highly desirable.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
- Fluency in Thai and good command of English (both written and spoken).
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.
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