WB Relationship Manager

About UOB

United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values – Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow.

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. This role focuses on understanding client financial needs, providing tailored wealth management solutions, and fostering long-term relationships to drive business growth and client satisfaction.
Job Responsibilities**
* Develop and maintain strong, trusted relationships with a portfolio of high-net-worth clients, understanding their financial objectives, risk appetite, and investment preferences.
* Proactively identify and assess client financial needs across various wealth management products and services, including investments, insurance, lending, and trust services.
* Provide comprehensive and customized financial advice and solutions, working in collaboration with product specialists and internal stakeholders.
* Achieve individual and team sales targets for wealth management products and services, contributing to the bank's overall revenue growth.
* Monitor client portfolios and provide regular performance reviews, ensuring alignment with client goals and market conditions.
* Stay updated on market trends, economic outlooks, and regulatory changes relevant to wealth management and advise clients accordingly.
* Ensure compliance with all internal policies, procedures, and external regulatory requirements.
* Participate in client events and networking activities to expand client base and enhance brand visibility.
* Prepare and present regular reports on client portfolio performance and sales activities to management.
Job Qualifications**
* Bachelor's degree in Finance, Business Administration, Economics, or a related field.
* Minimum of 5 years of experience in wealth management, private banking, or a related client-facing role within the financial services industry.
* Proven track record of success in managing and growing a portfolio of high-net-worth clients.
* Strong understanding of various investment products, financial markets, and wealth management concepts.
* Excellent interpersonal, communication, and presentation skills, with the ability to build rapport and trust with sophisticated clients.
* Possession of relevant financial licenses and certifications (e.g., Investment Consultant license) as required by Thai regulatory bodies.
* Strong analytical and problem-solving abilities.
* 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

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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