Privilege Relationship Manager

UNITED OVERSEAS BANK (VIETNAM) LIMITED
Mức lương
thương lượng
Địa điểm làm việc
Hồ Chí Minh
Kinh nghiệm yêu cầu
Cập nhật
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Mô tả công việc

Job Responsibilities
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.
About the Department
The Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services.
- 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.

Yêu cầu công việc

Job Requirements
Mandatory:
- Strong technical skills in wealth management
- Strong communication, client focus and influencing skills
- Bachelor’s degree or equivalent experience
- Strong sales orientation, networking and portfolio management skills
- Understanding of business banking client segment and products and services
- Sound knowledge of financial services products and services and the client relationship management system
- Capabilities in introducing investment products
- Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
- Requires superior analytics and problem-solving skills. Must be attentive to details.
- Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent
- Experience in managing production support and maintenance
- Relationship management experience with high net worth clients
- A strong & assertive communicator in speaking & writing
- Ability to work in a fast-paced, team-oriented environment.
- Able to communicate well in English and local languages
Preferred:
- An excellent understanding of financial planning, wealth management and understanding client need
- Excellent sales and people management skills
- A strong sense of ownership, responsibility and accountability
- Client driven with a strong focus on quality of service
- Strong interpersonal communication skills
- Experience in Privileges Banking, Wealth, Customer Management, KYC and AML solutions
*We will review carefully your application and be in touch if your profile is shortlisted.

Quyền lợi

Annual Salary Review & Performance Bonus

Healthcare Insurance Policy; Annual Health Check-Up Program; Annual Health Check-Up Program

Staff Housing Loan Policy (Mortgage); Tenure Policy (Long-service award); Annual Paid Leave, etc.

Cập nhật gần nhất lúc: 2022-09-28 04:12:04

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UNITED OVERSEAS BANK (VIETNAM) LIMITED

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Ngành nghề
Bảo hiểm, Bán hàng, Ngân hàng
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Hạn nộp hồ sơ
19/10/2022
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