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 high-net-worth individual clients within a UOB (Thai) branch. This role focuses on providing personalized financial solutions, strengthening client relationships, and achieving sales targets for wealth management products and services.
Job Responsibilities
- Develop and maintain strong, long-term relationships with a portfolio of high-net-worth individual clients, understanding their financial needs and objectives.
- Proactively identify and acquire new clients through referrals, networking, and direct engagement to expand the wealth management client base.
- Conduct comprehensive financial needs analysis for clients and provide tailored advice on investment products, insurance, and other wealth management solutions offered by UOB (Thai).
- Achieve and exceed individual sales targets for various wealth management products, including but not limited to unit trusts, bonds, structured products, and bancassurance.
- Collaborate with product specialists, investment advisors, and other internal stakeholders to deliver holistic financial solutions and exceptional client service.
- Monitor market trends, economic conditions, and product performance to provide informed recommendations to clients.
- Ensure compliance with all internal policies, procedures, and relevant regulatory requirements in all client interactions and transactions.
- Prepare and present regular reports on client portfolio performance and business development activities.
- Participate in client events, seminars, and marketing activities to enhance client engagement and promote UOB (Thai)s wealth management offerings.
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 sales within the banking or financial services industry, preferably dealing with high-net-worth clients.
- Strong understanding of financial products, investment instruments, insurance, and wealth management concepts.
- Proven track record of achieving sales targets and building strong client relationships.
- Excellent communication, interpersonal, and presentation skills, with the ability to articulate complex financial information clearly and concisely.
- Possession of relevant financial licenses and certifications (e.g., Investment Consultant License, Life Insurance Agent License) as required by local regulations.
- Highly motivated, results-oriented, and able to work independently as well as part of a team.
- Strong ethical conduct and a commitment to client best interests.
- Proficiency in English and Thai (both written and spoken) is essential.
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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