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, long-term relationships with a portfolio of high-net-worth individual and business banking clients within the assigned branch. This role focuses on understanding client financial needs, providing tailored solutions, and driving business growth for the bank.
Job Responsibilities
- Proactively acquire new high-net-worth individual and business clients through networking, referrals, and active engagement within the local community.
- Manage and grow an existing portfolio of client relationships, ensuring high levels of client satisfaction and retention.
- Conduct in-depth financial needs analysis for clients, identifying opportunities for cross-selling and upselling a comprehensive range of UOB products and services, including deposits, loans, investments, insurance, and wealth management solutions.
- Develop and implement personalized financial plans and strategies for clients, aligning with their financial goals and risk profiles.
- Monitor market trends and competitor activities to identify new business opportunities and adjust client strategies accordingly.
- Ensure full compliance with all relevant banking regulations, internal policies, and ethical standards in all client interactions and transactions.
- Collaborate effectively with internal specialists (e.g., investment advisors, product managers, credit officers) to deliver holistic and integrated client solutions.
- Prepare and present regular reports on client portfolio performance, sales activities, and business development initiatives to management.
- Act as the primary point of contact for clients, addressing inquiries, resolving issues, and providing exceptional customer service.
- Participate in branch marketing activities and client events to enhance UOB's brand presence and attract new business.
Job Qualifications
- Bachelor's degree in Business Administration, Finance, Economics, or a related field.
- Minimum of 3-5 years of experience in relationship management, sales, or financial services, preferably within a banking or wealth management environment.
- Proven track record of achieving sales targets and growing client portfolios.
- Strong understanding of banking products and services, including deposits, loans, investments, and insurance.
- Excellent interpersonal, communication, and presentation skills, with the ability to build rapport and trust with clients.
- Demonstrated ability to analyze financial data, identify client needs, and propose appropriate solutions.
- Strong negotiation and persuasion skills.
- Self-motivated, results-oriented, and able to work independently as well as part of a team.
- Familiarity with local market dynamics and business landscape is an advantage.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
- Fluency in Thai and English (both written and spoken) is essential.
Additional Requirements
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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