WB Relationship Manager

Company: 2501 UOB (Thai) Public Company Limited

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 Personal Wealth Banker at UOB (Thai) Public Company Limited is responsible for managing and growing a portfolio of high-net-worth individual clients, providing comprehensive financial advice and solutions to help them achieve their wealth management goals.

Job Responsibilities**

* Develop and maintain strong relationships with a portfolio of high-net-worth clients, understanding their financial needs and objectives.
* Proactively identify and acquire new wealth management clients through referrals, networking, and other business development activities.
* Conduct thorough financial needs analysis and provide tailored investment, insurance, and wealth planning solutions.
* Monitor client portfolios, provide regular reviews, and recommend adjustments based on market conditions and client goals.
* Collaborate with internal product specialists (e.g., investment, insurance, trust) to deliver holistic financial solutions.
* Ensure full compliance with all regulatory requirements and internal policies and procedures.
* Stay updated on market trends, financial products, and wealth management strategies.
* Achieve individual and team sales targets and contribute to the overall growth of the wealth management business.

Job Qualifications**

* Bachelor's degree in Finance, Economics, Business Administration, or a related field.
* Minimum of 3-5 years of experience in wealth management, private banking, or a similar client-facing financial role, preferably with high-net-worth individuals.
* Proven track record of achieving sales targets and building strong client relationships.
* Strong understanding of investment products (e.g., mutual funds, bonds, equities), insurance, and wealth planning concepts.
* Excellent communication, interpersonal, and presentation skills.
* Ability to analyze complex financial information and provide sound advice.
* Self-motivated, results-oriented, and able to work independently as well as part of a team.
* Relevant financial certifications (e.g., CFP, IC License) are highly desirable.
* Proficiency in English and Thai (both written and spoken) is essential.

Additional Requirements

Develop (Competency), Engage (Competency), Execute (Competency), Strategise (Competency)

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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