Wb Branch Relationship Manager

UOB

Nakhon Ratchasima, Thailand
Wealth management solutions
Client portfolio growth
Financial needs analysis
The WB Branch Relationship Manager is responsible for managing and growing a portfolio of high-net-worth clients within a branch setting, focusing on wealth management and financial planning

Job Summary

  • The WB Branch Relationship Manager is responsible for managing and growing a portfolio of high-net-worth clients within a branch setting, focusing on wealth management and financial planning.
  • The role involves proactively acquiring new clients, providing tailored financial advice, and ensuring compliance with regulatory and ethical standards.
  • UOB is an equal opportunity employer committed to non-discrimination and providing accommodations during the recruitment process.

Matching Summary

The WB Branch Relationship Manager is responsible for managing and growing a portfolio of high-net-worth clients within a branch setting, focusing on wealth management and financial planning.

Skills & Requirements

Must-have

  • Wealth management solutions
  • Client portfolio growth
  • Financial needs analysis
  • Investment product expertise
  • Client relationship management
  • Sales target achievement

Nice-to-have

  • Networking and referral acquisition
  • Collaboration with product specialists
  • Market trend monitoring
  • Fluency in Thai and English
  • Self-motivated and results-oriented

Key Requirements

  • Bachelor's degree in Finance or related field
  • 3-5 years wealth management experience
  • Proven sales track record
  • Relevant financial licenses preferred
  • Fluency in Thai and English

Work Rights

Not specified

Tailored Resume

Cover Letter