WB Branch Relationship Manager
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**
Responsible for managing and growing a portfolio of high-net-worth clients within a UOB (Thai) Public Company Limited branch, focusing on building strong relationships and delivering comprehensive wealth management solutions.
Job Responsibilities**
* Develop and maintain strong, long-term relationships with a portfolio of UOB Wealth Banking (WB) clients, understanding their financial needs and objectives.
* Proactively identify and acquire new WB clients through various channels, including referrals, networking, and lead generation.
* Conduct in-depth financial needs analysis and provide tailored advice on investment products, insurance, and other wealth management solutions offered by UOB.
* Monitor client portfolios, conduct regular reviews, and recommend adjustments based on market conditions, client risk appetite, and financial goals.
* Ensure compliance with all internal policies, procedures, and regulatory requirements related to client onboarding, transactions, and advice.
* Collaborate with product specialists and other internal stakeholders to deliver comprehensive and integrated solutions to clients.
* Achieve individual sales targets and contribute to the overall branch performance in terms of revenue and client acquisition.
* Provide exceptional customer service and resolve client inquiries or issues efficiently and effectively.
* Stay updated on market trends, financial products, and regulatory changes to provide informed advice to 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, financial advisory, or relationship management within the banking sector, preferably with experience serving high-net-worth clients.
* Proven track record of achieving sales targets and building strong client relationships.
* Strong understanding of investment products (e.g., mutual funds, bonds, equities), insurance products, and other wealth management solutions.
* Excellent communication, interpersonal, and presentation skills in both Thai and English.
* Strong analytical and problem-solving abilities.
* Ability to work independently and as part of a team in a fast-paced environment.
* Relevant financial licenses and certifications (e.g., Single License) are highly desirable.
* Customer-centric mindset with a passion for delivering exceptional service.
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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