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 Title:** WB Branch Relationship Manager
Company:** UOB (Thai) Public Company Limited
Job Summary:**
The WB Branch Relationship Manager is responsible for building and maintaining strong relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients within the UOB (Thai) wealth management branch network. This role focuses on understanding client financial needs, providing tailored wealth management solutions, and driving business growth.
Job Responsibilities:**
- Proactively acquire and onboard new HNW and UHNW clients, expanding the bank's wealth management portfolio.
- Manage and cultivate an existing portfolio of high-value clients, ensuring their financial needs are met and their wealth goals are achieved.
- Conduct in-depth financial needs analysis and provide comprehensive wealth management advice, including investment products, insurance, and other financial solutions.
- Develop and implement personalized financial plans and investment strategies for clients, aligning with their risk appetite and financial objectives.
- Collaborate with product specialists, investment advisors, and other internal stakeholders to deliver holistic and integrated client solutions.
- Monitor market trends, economic indicators, and competitor activities to identify new business opportunities and adjust client strategies accordingly.
- Ensure full compliance with all regulatory requirements, internal policies, and ethical standards in all client interactions and transactions.
- Prepare and present regular performance reviews and financial updates to clients, fostering transparency and trust.
- Participate in wealth management seminars, events, and networking activities to enhance UOB's brand presence and attract new clientele.
- Achieve individual and team sales targets for wealth management products and services.
Job Qualifications:**
- Bachelor's degree in Finance, Business Administration, Economics, or a related field. A Master's degree or relevant professional certifications (e.g., CFA, CFP) is a strong plus.
- Minimum of 5-7 years of experience in wealth management, private banking, or a similar client-facing role within the financial services industry, preferably with HNW/UHNW clients.
- Proven track record of success in client acquisition, relationship management, and achieving sales targets.
- In-depth knowledge of investment products (e.g., mutual funds, bonds, equities), insurance, trust services, and other wealth management solutions.
- Strong understanding of financial markets, economic principles, and regulatory frameworks.
- Excellent interpersonal, communication, and presentation skills, with the ability to build rapport and trust with sophisticated clients.
- Highly self-motivated, results-oriented, and able to work independently as well as part of a team.
- Proficiency in English and Thai (both written and spoken) is essential.
- Relevant licenses required by the Securities and Exchange Commission (SEC) and the Office of Insurance Commission (OIC) in Thailand are mandatory.
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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