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
WB Branch Relationship Manager

Company:** UOB (Thai) Public Company Limited

Job Summary
The WB Branch Relationship Manager is responsible for managing and growing a portfolio of high-net-worth clients within the branch network, driving sales of wealth management products, and ensuring exceptional client service.

Job Responsibilities

• Develop and maintain strong, long-lasting relationships with a portfolio of UOB's affluent and high-net-worth clients, understanding their financial needs and objectives.
• Proactively identify and acquire new wealth management clients through referrals, networking, and cold calling, expanding the branch's client base.
• Provide comprehensive financial advice and solutions to clients, including investments, insurance, foreign exchange, and other wealth management products, tailored to their individual risk profiles and goals.
• Achieve and exceed assigned sales targets for wealth management products and services, contributing to the branch's overall revenue growth.
• Conduct regular reviews of client portfolios, providing updates on market conditions and recommending adjustments as needed to optimize performance.
• Ensure all client interactions and transactions adhere to UOB's internal policies, as well as regulatory requirements and compliance standards.
• Collaborate effectively with other branch colleagues and specialists (e.g., product specialists, credit officers) to deliver integrated financial solutions to clients.
• Stay updated on market trends, competitive landscape, and new wealth management products to effectively advise clients and identify new business opportunities.
• Handle client inquiries, complaints, and service requests promptly and professionally, ensuring a high level of client satisfaction.

Job Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Minimum of 3-5 years of experience in wealth management, financial advisory, or relationship management within the banking industry, preferably with a focus on affluent or high-net-worth clients.
• Proven track record of consistently meeting and exceeding sales targets for wealth management products.
• Strong knowledge of investment products (e.g., mutual funds, bonds, equities), insurance products, and other financial instruments.
• Excellent interpersonal, communication, and presentation skills, with the ability to build rapport and trust with diverse clients.
• Possession of relevant licenses and certifications (e.g., Wealth Management Licenses, Investment Consultant License) as required by Thai regulations.
• Proactive, results-oriented, and client-focused with a strong sense of ownership and responsibility.
• Ability to work independently and as part of a team in a fast-paced environment.
• 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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