Privilege Banking Relationship Manager

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
As part of the PV team, you will acquire high affluent customers for UOB Privilege Banking. You will work closely with segment, partnership, UOBAM team to provide and deliver a Total Wealth Management experience to new and existing high affluent clients.
Your key responsibilities include:
• 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.