Branch Relationship Manager
UOB
Posted
last week
Bangkok, Bangkok City
Onsite
THB 100K
Mid Level
Full Time
Sema Summary
The WB Branch Relationship Manager at UOB focuses on building relationships with High Net Worth clients. This role involves providing tailored wealth management solutions and driving business growth.
About Company
UOB is a leading Asian bank with over 500 branches globally, dedicated to providing financial solutions tailored to client needs and fostering sustainable growth in the region.
Core Requirements
- Bachelor's degree in Finance or related field.
- 5-7 years in wealth management.
- Strong knowledge of investment products.
- Proven success in client acquisition.
- Proficiency in English and Thai.
Responsibilities
- Acquire new HNW and UHNW clients.
- Manage existing high-value client portfolios.
- Conduct financial needs analysis.
- Develop personalized financial plans.
- Monitor market trends for business opportunities.
- Ensure compliance with regulatory requirements.
- Prepare regular performance reviews for clients.
Must Have skills
Job Keywords
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