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Open House Virtual interview , Sep 2026 - Relationship Manager (Wealth Banking)

Role overview

Qualifications

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • Proven experience as a Relationship Manager in wealth management or private banking.
  • Strong understanding of investment products, insurance, and financial planning principles.
  • Proficiency in English and Thai is essential.

Responsibilities

  • Develop and manage a portfolio of high-net-worth individuals and mass affluent clients.
  • Provide comprehensive financial planning and advisory services.
  • Identify and acquire new clients through proactive outreach, referrals, and networking.
  • Collaborate with internal product specialists and support teams to deliver integrated financial solutions.

Key facts

Hard skills

Other skills

  • Relationship Management
  • Social Skills
  • Communication
  • Presentations
  • Negotiation
  • Relationship Building

About the company

UOB logo

UOB

Banking

We’re here to do Right By You. At UOB, we aspire to build a better future for the people and businesses in the region. Through our extensive network and suite of capabilities, we offer financial solutions to the people and businesses within, and connecting with ASEAN. We create solutions tailored to your unique needs through data and relationship-led insights. Our comprehensive regional network and one-bank approach connects your business to new opportunities in ASEAN. We help businesses to advance responsibly and guide personal wealth to grow sustainably. We foster inclusiveness and environmental well-being for stronger societies. This is how we stay committed to forging a sustainable future for generations to come. Note: For the terms of use of our LinkedIn channel, please visit: https://go.uob.com/socialmedia

Company details

Company typeXLarge
IndustryBanking
Company size10001

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Job description

Company: 2501 UOB (Thai) Public Company Limited

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**

UOB (Thai) Public Company Limited is seeking Relationship Managers for Wealth Banking through an Open House Virtual interview event in September 2026. This role focuses on building and maintaining strong client relationships, providing expert financial advice, and driving business growth within the wealth management sector.

Job Responsibilities**

* Develop and manage a portfolio of high-net-worth individuals and mass affluent clients, understanding their financial needs and objectives.
* Provide comprehensive financial planning and advisory services, including investment, insurance, and wealth transfer solutions.
* Identify and acquire new clients through proactive outreach, referrals, and networking activities.
* Monitor market trends and product developments to ensure clients receive up-to-date and relevant advice.
* Collaborate with internal product specialists and support teams to deliver integrated financial solutions.
* Achieve individual sales targets and contribute to the overall growth of the Wealth Banking division.
* Ensure strict adherence to all regulatory requirements and internal compliance policies.
* Build long-term relationships based on trust, transparency, and exceptional service.

Job Qualifications**

* Bachelor's degree in Finance, Economics, Business Administration, or a related field.
* Proven experience as a Relationship Manager in wealth management, private banking, or a similar client-facing role within the financial services industry.
* Strong understanding of investment products, insurance, and financial planning principles.
* Excellent communication, interpersonal, and presentation skills.
* Demonstrated ability to build rapport, influence, and negotiate effectively.
* Results-oriented with a strong drive to achieve sales targets.
* Possession of relevant financial licenses or certifications (e.g., Single License, Investment Consultant License) is highly desirable.
* Proficiency in English and Thai is essential.

 

หมายเหตุ : ธนาคารมีความจำเป็นจะต้องดำเนินตรวจสอบและเก็บข้อมูลประวัติอาชญากรรมของผู้สมัครในตำแหน่งงานนี้เพื่อตรวจสอบคุณสมบัติหรือลักษณะต้องห้ามตามนโยบายของธนาคาร 

Remark: The Bank requires the checking and collection of criminal records for candidates of this position in order to verify qualifications and/or disqualifications for the job position in accordance with the Bank’s policy.

Additional Requirements

Develop, Engage, Execute, Strategise

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.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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