WB 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 individual clients within UOB (Thai)'s Wealth Banking segment, providing comprehensive financial advice and solutions to meet their unique needs and objectives.

Job Responsibilities**

* Develop and maintain strong, long-term relationships with existing high-net-worth clients, understanding their financial goals, risk appetite, and investment preferences.
* Acquire new Wealth Banking clients through referrals, networking, and proactive business development efforts.
* Conduct in-depth financial needs analysis and provide tailored advice on investment products (e.g., unit trusts, bonds, structured products), insurance, foreign exchange, and other wealth management solutions.
* Monitor client portfolios regularly, review performance, and recommend adjustments based on market conditions and client objectives.
* Ensure compliance with all internal policies, regulatory requirements, and ethical standards in all client interactions and transactions.
* Collaborate with product specialists, legal, and compliance teams to deliver holistic and compliant solutions.
* Stay updated on market trends, economic outlooks, and new product offerings to effectively advise clients.
* Prepare and present financial proposals and reports to clients clearly and concisely.
* Achieve individual sales targets and contribute to the overall Wealth Banking team's objectives.

Job Qualifications**

* Bachelor's degree in Finance, Economics, Business Administration, or a related field.
* Minimum of 3-5 years of experience in relationship management within the banking or financial services industry, specifically dealing with high-net-worth clients.
* Proven track record of achieving sales targets and building strong client relationships.
* Strong knowledge of investment products, wealth management solutions, and financial planning principles.
* Excellent communication, interpersonal, and presentation skills.
* Ability to work independently and as part of a team in a fast-paced environment.
* Possession of relevant financial licenses (e.g., Single License) as required by Thai regulatory bodies is highly preferred.
* Proficiency in English and Thai (both written and spoken) is essential.
* Strong analytical and problem-solving abilities.

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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