WB Relationship Manager at United Overseas Bank Limited Co

Nonthaburi City Municipality, , Thailand -

Full Time

Start Date

Immediate

Expiry Date

22 Jun, 26

Salary

0.0

Posted On

24 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth Management, Client Relationship Management, Portfolio Management, Investment Products, Financial Advisory, Lending Services, Risk Profiling, Business Development, Financial Reporting, Compliance, Market Analysis, Problem-Solving, Communication, Interpersonal Skills, Presentation Skills, Thai Language

Industry

Banking

Description

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 Job Summary** Responsible for managing and growing a portfolio of high-net-worth clients within UOB (Thai) Public Company Limited, providing comprehensive wealth management solutions and fostering strong client relationships. Job Responsibilities** * Develop and maintain a strong understanding of clients' financial needs, goals, and risk profiles. * Proactively identify and pursue new business opportunities to expand the client base and grow the portfolio. * Provide tailored wealth management advice and solutions, including investment products, insurance, and lending services, in line with UOB's offerings. * Conduct regular portfolio reviews with clients, assessing performance and making necessary adjustments to strategies. * Ensure compliance with all internal policies, regulatory requirements, and ethical standards. * Collaborate with product specialists and other internal departments to deliver holistic financial solutions. * Prepare and present financial reports and proposals to clients. * Stay updated on market trends, economic conditions, and competitor activities to inform client recommendations. * Resolve client inquiries and issues promptly and professionally. Job Qualifications** * Bachelor's degree in Finance, Economics, Business Administration, or a related field. * Minimum of 5 years of experience in wealth management, private banking, or a related client-facing role within the financial industry. * Proven track record of success in acquiring and managing high-net-worth clients. * Strong understanding of investment products, financial markets, and wealth management principles. * Excellent communication, interpersonal, and presentation skills. * Ability to build and maintain strong client relationships. * Holds relevant financial advisory licenses (e.g., Investment Consultant license) as required by Thai regulations. * Fluent in Thai and English, both written and spoken. * Strong analytical and problem-solving abilities. * High level of integrity and professionalism. 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. Apply now and make a Difference Together, Let’s Build the Future of ASEAN We value our people and invest in them as we look to fulfil our purpose of building the future of ASEAN. We seek to create a collaborative and progressive environment for them to succeed in their careers for the long term. Explore career opportunities with us today. UOB is rated as one of the world's top banks, ranked 'Aa1' by Moody's Investors Service and 'AA-' by both S&P Global and Fitch Ratings. With a global network of 500 branches and offices across 19 countries in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, as well as branches and offices throughout the region. Career Site: UOB Career site

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Responsibilities

The role is responsible for managing and expanding a portfolio of high-net-worth clients within UOB (Thai) Public Company Limited by providing comprehensive wealth management solutions. This includes developing client understanding, identifying new business, offering tailored advice on investments, insurance, and lending, and ensuring regulatory compliance.