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 at UOB (Thai) Public Company Limited is responsible for managing and growing a portfolio of high-net-worth individual clients within a branch setting. This role focuses on building strong client relationships, identifying their financial needs, and providing comprehensive wealth management solutions to achieve their financial goals.
Job Responsibilities
- Develop and maintain strong, long-term relationships with a portfolio of affluent and high-net-worth clients, understanding their financial objectives, risk appetite, and investment horizons.
- Proactively identify and cultivate new client acquisition opportunities through referrals, networking, and direct outreach within the branch's catchment area.
- Conduct in-depth financial needs analysis for clients, offering a wide range of wealth management products and services including investments, insurance, deposits, and loans, tailored to their individual requirements.
- Achieve and exceed assigned sales targets for various wealth management products and services, contributing to the branch's overall revenue and profitability.
- Stay updated on market trends, economic conditions, and competitor offerings to provide informed advice and maintain a competitive edge.
- Ensure all client interactions and transactions adhere to UOB's internal policies, regulatory requirements, and ethical standards.
- Collaborate effectively with internal specialists (e.g., investment advisors, product specialists) to deliver integrated financial solutions to clients.
- Provide exceptional customer service, resolving client inquiries and issues promptly and efficiently.
- Participate in branch initiatives and promotional activities to enhance UOB's brand presence and attract new clients.
Job Qualifications
- Bachelor's degree in Business Administration, Finance, Economics, or a related field.
- Minimum of 3-5 years of experience in wealth management, relationship management, or a similar client-facing role within the banking or financial services industry, preferably with a focus on affluent clients.
- Proven track record of achieving sales targets and growing client portfolios.
- Strong understanding of a broad range of wealth management products and services, including investment funds, insurance, and deposit products.
- Excellent interpersonal, communication, and presentation skills with the ability to build rapport and trust with high-net-worth individuals.
- Highly motivated, results-oriented, and customer-focused with a strong sense of responsibility.
- Ability to work independently and as part of a team in a fast-paced environment.
- Proficiency in Microsoft Office Suite.
- Relevant licenses or certifications (e.g., investment licenses) as required by local regulations are highly advantageous.
- Fluency in Thai and English (both written and spoken) is required.
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.
Apply now and make a Difference
