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 Summary**
The WB Relationship Manager is responsible for managing and growing a portfolio of high-net-worth clients within UOB (Thai) Public Company Limited, providing comprehensive financial solutions and fostering strong client relationships.
Job Responsibilities**
- Develop and maintain strong, long-term relationships with existing high-net-worth clients, understanding their financial needs and objectives.
- Proactively identify and acquire new high-net-worth clients through networking, referrals, and strategic outreach.
- Conduct thorough financial needs analysis and recommend suitable banking, investment, and wealth management products and services.
- Collaborate with product specialists and internal stakeholders to deliver tailored solutions and ensure client satisfaction.
- Monitor market trends and economic conditions to provide informed advice and proactively manage client portfolios.
- Ensure full compliance with all relevant banking regulations, internal policies, and ethical standards.
- Achieve individual sales targets and contribute to the overall growth and profitability of the wealth management division.
- Prepare and present regular reports on client portfolio performance and business development activities.
Job Qualifications**
- Bachelor's degree in Business Administration, Finance, Economics, or a related field.
- Minimum of 5 years of experience in relationship management within the banking or financial services industry, specifically with high-net-worth clients.
- Proven track record of achieving sales targets and building strong client relationships.
- In-depth knowledge of various financial products including investments, insurance, and lending.
- Excellent communication, interpersonal, and presentation skills.
- Strong analytical and problem-solving abilities.
- Ability to work independently and as part of a team in a fast-paced environment.
- Holder of relevant financial licenses/certifications (e.g., Investment Consultant license) is highly preferred.
- Proficiency in English and Thai (both written and spoken) is essential.
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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