Privilege Banking Relationship Manager

3 weeks ago

Ho Chi Minh City, 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.

**Responsibilities**:

- NTB 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 products
- 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
- Experience in managing production support and maintenance.
- 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
- An excellent understanding of financial planning, wealth management and understanding client need

**Be a part of UOB Family**:

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