Mô tả công việc
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.
Yêu cầu
Requirements
Mandatory:
• 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
Be a part of UOB Family
UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, 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.
Quyền lợi
Thưởng
Performance Bonus
Chăm sóc sức khoẻ
Healthcare Insurance Policy; Annual Health Check-Up Program
Nghỉ phép có lương
Annual Paid Leave
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Thông tin khác
NGÀY ĐĂNG
[protected info]
CẤP BẬC
Nhân viên
NGÀNH NGHỀ
Ngân Hàng & Dịch Vụ Tài Chính > Dịch Vụ Hỗ Trợ Khách Hàng
KỸ NĂNG
Client Orientation, Communication, Investment Management, Relationship Management
LĨNH VỰC
Tài Chính
NGÔN NGỮ TRÌNH BÀY HỒ SƠ
Bất kỳ
SỐ NĂM KINH NGHIỆM TỐI THIỂU
3
QUỐC TỊCH
Không hiển thị
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