Privilege Banking Relationship Manager

2 months ago

Hà Nội, Vietnam UOB Vietnam Full time

**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, Thailand and Vietnam, 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.

**About the Department**:
We 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.

**Responsibilities**:

- NTB Sales Management: Acquisition of high affluent clients with Asset Under Management of 1 billion VND and & above via various channels such as tele-prospecting, networking and Privilege events, Branches and regional countries. Perform account opening and promote a suite of exclusive depository products and services.
- 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 products such as: Banca, Unit trust, FX, Casa
- Compliance: Ensure 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 Requirements**:

- 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
- 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

**Be a part of UOB Family**:

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