The WB Branch Relationship Manager is responsible for building and maintaining strong relationships with High Net Worth and Ultra High Net Worth clients within a designated UOB branch
Job Summary
The WB Branch Relationship Manager is responsible for building and maintaining strong relationships with High Net Worth and Ultra High Net Worth clients within a designated UOB branch.
This role focuses on understanding client financial needs, providing tailored wealth management solutions, and driving business growth through cross-selling and referrals, while ensuring a premium client experience.
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 building and maintaining strong relationships with High Net Worth and Ultra High Net Worth clients within a designated UOB branch.
Skills & Requirements
Must-have
Relationship management with HNW clients
Wealth management product expertise
Sales target achievement
Client portfolio growth
Financial needs analysis
Bilingual in Thai and English
Nice-to-have
Networking and prospecting skills
Collaborative teamwork
Client-centric service mindset
Presentation and communication skills
Knowledge of market trends and regulations
Key Requirements
Bachelor's degree in Business, Finance or related field