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

The WB Relationship Manager is responsible for acquiring, developing, and managing relationships with high-net-worth clients within the Wealth Banking segment, providing comprehensive financial solutions and advice.

Job Responsibilities:

• Proactively identify and acquire new high-net-worth clients, expanding the bank's Wealth Banking client base.
• Cultivate and maintain strong, long-term relationships with existing clients, understanding their financial needs and objectives.
• Conduct thorough financial needs analysis and propose tailored investment, insurance, and lending solutions to clients.
• Provide expert advice on a wide range of wealth management products and services, including unit trusts, bonds, structured products, and bancassurance.
• Monitor market trends and economic conditions to provide timely and relevant financial insights to clients.
• Collaborate with product specialists, investment advisors, and other internal stakeholders to deliver integrated financial solutions.
• Ensure all client interactions and transactions comply with internal policies, regulatory requirements, and ethical standards.
• Achieve assigned sales targets and revenue objectives for Wealth Banking products and services.
• Prepare and present regular performance reports to management.
• Participate in client events and seminars to enhance client engagement and acquisition efforts.

Job Qualifications:

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• Minimum of 3-5 years of experience in relationship management within the wealth management or banking industry, preferably with high-net-worth clients.
• Strong understanding of financial markets, investment products, and wealth management strategies.
• Proven track record of achieving sales targets and building strong client relationships.
• Excellent communication, interpersonal, and presentation skills.
• Ability to work independently and as part of a team in a fast-paced environment.
• Strong analytical and problem-solving abilities.
• Holder of relevant financial licenses (e.g., Investment Consultant license, Insurance Broker license) is highly preferred.
• Proficiency in English and Thai (both written and spoken) is essential.