Position Summary
The Relationship Manager (RM) is responsible for managing and growing a portfolio of corporate clients. This role focuses on delivering tailored financial solutions, fostering strong client relationships, and achieving business growth targets. The RM acts as a trusted advisor to clients, understanding their business needs while ensuring alignment with the bank’s objectives and compliance requirements.
Key Responsibilities
Client Relationship Management
• Develop and maintain strong relationships with commercial banking clients, acting as their primary point of contact.
• Understand client business models, financial needs, and industry trends to offer customized banking solutions.
• Conduct regular client meetings to provide financial advice, review portfolios, and address client concerns.
Business Development
• Identify and pursue new business opportunities to expand the client portfolio and achieve revenue targets.
• Cross-sell banking products and services, including loans, trade finance, cash management, and treasury solutions.
• Collaborate with internal teams, such as product specialists, to deliver integrated solutions to clients.
• Monitor client accounts for early identification of potential risks and ensure timely action to mitigate them.
United Overseas Bank (Thai)
