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 Branch Relationship Manager (WB) at UOB (Thai) Public Company Limited is responsible for managing and growing a portfolio of high-net-worth individual clients, providing comprehensive financial solutions, and ensuring excellent client service within the branch network.
Job Responsibilities:**
- Develop and maintain strong, long-term relationships with a portfolio of affluent and high-net-worth clients, understanding their financial needs and objectives.
- Proactively identify and acquire new clients through referrals, networking, and direct outreach to expand the wealth management client base.
- Conduct thorough financial needs analysis for clients, assessing their risk appetite, investment goals, and other financial requirements.
- Provide expert advice and recommend suitable wealth management products and services, including investments, insurance, deposits, loans, and other financial solutions offered by UOB.
- Monitor client portfolios regularly, review performance, and provide timely updates and recommendations to align with market conditions and client objectives.
- Ensure compliance with all internal policies, regulatory requirements, and ethical standards in all client dealings and transactions.
- Collaborate with product specialists, investment advisors, and other internal stakeholders to deliver holistic and integrated financial solutions to clients.
- Address client inquiries, resolve issues, and provide exceptional customer service to enhance client satisfaction and retention.
- Actively participate in branch initiatives, sales campaigns, and training programs to enhance product knowledge and sales skills.
- Prepare and present regular reports on client portfolio performance, sales activities, and market trends to management.
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 financial advisory roles, preferably within a banking environment.
- Proven track record of achieving sales targets and growing a client portfolio of high-net-worth individuals.
- Strong understanding of wealth management products, investment instruments, insurance, and other financial services.
- Excellent communication, interpersonal, and presentation skills with the ability to build rapport and trust with affluent clients.
- Possession of relevant financial licenses and certifications (e.g., Investment Planner, Insurance Agent) as required by Thai regulations.
- Customer-centric mindset with a strong commitment to delivering exceptional service.
- Ability to work independently and as part of a team in a fast-paced environment.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
- Fluent in both Thai and English (written and spoken) is highly preferred.
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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