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 will be responsible for building and maintaining strong relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients within a designated UOB branch. This role focuses on understanding client financial needs, providing tailored wealth management solutions, and driving business growth through cross-selling and referrals, while ensuring a premium client experience.
Job Responsibilities
- Proactively acquire new HNW and UHNW clients through referrals, networking, and targeted prospecting activities within the branch's catchment area.
- Manage and grow an existing portfolio of affluent clients, deepening relationships through regular engagement, financial reviews, and understanding evolving needs.
- Conduct comprehensive financial needs analysis for clients, identifying opportunities for wealth management products and services including investments, insurance, loans, and other banking solutions.
- Provide expert advice on a wide range of wealth management products, ensuring suitability and aligning recommendations with client risk profiles and financial goals.
- Collaborate with product specialists (e.g., investment advisors, insurance specialists) to deliver integrated and holistic financial solutions.
- Achieve individual and branch sales targets for deposits, loans, investments, insurance, and other cross-selling opportunities.
- Ensure all sales and client servicing activities comply with internal policies, regulatory requirements, and ethical standards.
- Resolve client inquiries and issues promptly and effectively, ensuring high levels of client satisfaction.
- Participate in branch initiatives and events aimed at client acquisition and engagement.
- Stay updated on market trends, competitor offerings, and regulatory changes in the wealth management sector.
Job Qualifications
- Bachelor's degree in Business Administration, Finance, Economics, or a related field.
- Minimum of 3-5 years of experience in relationship management within the banking or financial services industry, specifically dealing with affluent or high-net-worth clients.
- Proven track record of achieving sales targets and growing client portfolios.
- Strong knowledge of wealth management products, including investment instruments (e.g., mutual funds, bonds, equities), insurance, and credit products.
- Excellent interpersonal, communication, and presentation skills, with the ability to build rapport and trust with sophisticated clients.
- Client-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.
- Relevant financial certifications (e.g., investment advisor license, insurance license) are highly desirable.
- Proficiency in both Thai and English (written and spoken) is required.
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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