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.

About the Role

Responsible for managing and growing a portfolio of high-net-worth individual clients within UOB (Thai) Public Company Limited, providing comprehensive wealth management solutions and fostering strong, long-term relationships.

Key Responsibilities

• Acquire and onboard new high-net-worth clients, expanding the existing client base.
• Develop and implement tailored financial strategies for clients, covering investment, insurance, lending, and other wealth management products and services.
• Conduct regular portfolio reviews and provide proactive advice to clients based on market conditions, their financial goals, and risk appetite.
• Identify and anticipate client needs, cross-selling relevant banking products and services to deepen client relationships.
• Ensure compliance with all internal policies, procedures, and relevant regulatory requirements.
• Collaborate with product specialists, investment advisors, and other internal departments to deliver integrated solutions to clients.
• Prepare and present financial reports and recommendations to clients in a clear and concise manner.
• Stay updated on market trends, economic outlooks, and new product offerings to effectively advise clients.
• Maintain a high level of client satisfaction and address any client concerns or issues promptly and professionally.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field. Master's degree or relevant professional certifications (e.g., CFP, CFA) is a plus.
• Minimum of 5 years of experience in wealth management, private banking, or a similar client-facing role with high-net-worth individuals.
• Proven track record of achieving sales targets and building strong client relationships.
• In-depth knowledge of financial products and services, including investments, insurance, foreign exchange, and lending.
• Strong understanding of financial markets, economic principles, and wealth planning strategies.
• Excellent communication, interpersonal, and presentation skills in both Thai and English.
• Ability to work independently and as part of a team in a fast-paced environment.
• Holder of relevant financial licenses/certifications as required by Thai regulations (e.g., Investment Consultant License).
• Strong analytical and problem-solving abilities.
• High level of integrity and professional ethics.