WB Branch Relationship Manager

UOB ดูงานทั้งหมด

  • กรุงเทพฯ
  • งานประจำ
  • ฟูลไทม์
  • 9 วันที่ผ่านมา
About UOBUnited 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 DescriptionJob Summary**Responsible for managing and growing a portfolio of high-net-worth clients within a UOB (Thai) branch, focusing on building strong relationships and providing comprehensive wealth management solutions.Job Responsibilities**
  • Proactively identify and acquire new high-net-worth clients through various channels, including referrals, networking, and market intelligence.
  • Deepen existing client relationships by understanding their financial goals, risk profiles, and investment needs.
  • Develop and implement tailored wealth management strategies, offering a range of products and services such as deposits, loans, investments, insurance, and foreign exchange.
  • Conduct regular portfolio reviews with clients, providing updates on market conditions and recommending adjustments to their financial plans.
  • Collaborate with product specialists and other internal stakeholders to deliver holistic financial solutions.
  • Ensure compliance with all internal policies, regulatory requirements, and ethical standards.
  • Achieve assigned sales targets and key performance indicators (KPIs) for client acquisition, revenue generation, and portfolio growth.
  • Provide exceptional customer service, addressing client inquiries and resolving issues promptly and efficiently.
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 financial services industry, preferably with a focus on wealth management or private banking.
  • Proven track record of achieving sales targets and building strong client relationships.
  • In-depth knowledge of financial products and services, 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 (e.g., Investment Consultant License) is highly preferred.
  • Proficiency in both Thai and English (written and spoken) is essential.
Additional RequirementsDevelop, Engage, Execute, StrategiseBe a Part of the UOB FamilyUOB 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.Apply now and make a Difference

UOB