About UOB

About the Department

Job 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