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
Job Summary**
The WB Branch Relationship Manager at UOB (Thai) Public Company Limited is responsible for managing and growing a portfolio of high-net-worth clients within a branch setting, focusing on wealth management, financial planning, and fostering strong client relationships to achieve business objectives.
Job Responsibilities**
- Develop and manage a portfolio of high-net-worth clients, identifying their financial needs and providing tailored wealth management solutions.
- Proactively acquire new clients through referrals, networking, and direct sales activities to expand the client base and increase assets under management (AUM).
- Conduct comprehensive financial needs analysis for clients, including investment planning, insurance, legacy planning, and other wealth management products and services.
- Provide expert advice on a wide range of investment products, including unit trusts, bonds, structured products, and foreign exchange, aligning with client risk profiles and financial goals.
- Build and maintain strong, long-term relationships with clients, ensuring high levels of client satisfaction and retention.
- Collaborate with product specialists and other internal stakeholders to deliver holistic financial solutions.
- Monitor market trends, economic conditions, and product performance to provide informed recommendations to clients.
- Ensure full compliance with all internal policies, regulatory requirements, and ethical standards.
- Prepare and present financial reviews and performance reports to clients.
- Achieve individual sales targets and contribute to the overall branch performance.
Job Qualifications**
- Bachelor's degree in Finance, Business Administration, Economics, or a related field.
- Minimum of 3-5 years of experience in wealth management, relationship management, or a similar role within the banking or financial services industry, preferably with high-net-worth clients.
- Proven track record of achieving sales targets and growing a client portfolio.
- Strong knowledge of investment products, financial planning principles, and wealth management strategies.
- Excellent interpersonal, communication, and presentation skills.
- Ability to build rapport and trust with clients effectively.
- Strong analytical and problem-solving abilities.
- Self-motivated, results-oriented, and able to work independently as well as part of a team.
- Possession of relevant financial licenses (e.g., Investment Consultant License) is highly desirable.
- Fluency in Thai and 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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