Privilege Banking Relationship Manager

Tp Hồ Chí Minh
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2 tháng trước

About UOBUnited 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 DescriptionAbout the DepartmentPersonal Financial ServicesWe design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.Job ResponsibilitiesNTB Sales Management:Growing the portfolio of high network individuals by Soliciting business to prospective clients and bring in new accounts & achieve sales target as per monthly targets assigned. This would involve cold calls. Tapping existing account holders for referrals and lead generation.Portfolio Management:Deepen existing relationships via customer visits or cross sell and focus on attrition management. Implementing sales strategies to grow the portfolio. Making use of relationship management to retain valuable customers and win new business.Marketing/ Cross sell:To cross-sell bank products to increase total portfolio for the bank Cross-selling and referrals of other banking productsEnsure compliance with local policies, SOPs & regulation guided by SBP in all activities & transaction. Also ensure the compliance of AML/ CFT required for the assigned portfolio.Service quality:To promote the highest level of customer service and responsiveness to Privilege Clients. Ensure that the customer gets the correct & accurate, not misleading information on UOB Privilege products, program & promotion.Job RequirementsMandatory:

Bachelor’s degree or equivalent experience
Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent
Capabilities in introducing investment products
Relationship management experience with high net worth clients
Strong technical skills in wealth management
Strong communication, client focus and influencing skills
Strong sales orientation, networking and portfolio management skills
Experience in managing production support and maintenance
Requires superior analytics and problem-solving skills. Must be attentive to details.
Ability to work in a fast-paced, team-oriented environment.
A strong & assertive communicator in speaking & writing
Sound knowledge of financial services products and services and the client relationship management system
Understanding of business banking client segment and products and services
Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
Able to communicate well in English and local languages

Preferred:

Experience in Privileges Banking, Wealth, Customer Management, KYC and AML solutions
Excellent sales and people management skills
Client driven with a strong focus on quality of service
Strong interpersonal communication skills
A strong sense of ownership, responsibility and accountability
An excellent understanding of financial planning, wealth management and understanding client need
Essential technical skills

Additional RequirementsBe a Part of the UOB FamilyUOB 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.Apply now and make a Difference

UOB

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