WB Branch Relationship Manager
UOB(11 days ago)
About this role
The WB Branch Relationship Manager at UOB (Thai) is responsible for managing and expanding a client portfolio of high-net-worth individuals by providing personalized financial solutions, building long-term relationships, and achieving sales targets. The role involves comprehensive client needs analysis, product advice, and collaboration with internal teams to deliver exceptional wealth management services.
Required Skills
- Relationship Management
- Financial Analysis
- Investment Products
- Client Engagement
- Sales Optimization
- Financial Licensing
- Consultative Selling
- Bancassurance
- Market Trends Analysis
- Financial Planning
Qualifications
- Bachelor's Degree in Finance or related field
- Investment Consultant License
- Life Insurance Agent License
About UOB
uobgroup.comUOB is rated as one of the world's top banks, with a global network of 500 branches and offices across 19 countries and territories in Asia Pacific, Europe and North America.
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