Wealth Banking Relationship Senior Officer

Company: 3801 UOB Vietnam

About UOB

United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values – Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow.

Job Description

About the Department

Personal Financial Services: 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.

Job Responsibilities

- Understand the client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios
- Active acquisition of Bank’s existing clients and manage all aspects of client relationship, corporate/institutional clients and maintain long-term relationships
- Provide comprehensive add-value financial service using resources and expertise of the Company platforms, products, services and networks, mainly focus on Wealth Products including Bancassurance, Unit Trust, Upgrade Customer to Privilege portfolio, Assisting on international transfers and winning fund.
- Conducting financial mapping of clients to analyse key parameters including risk profile, asset allocation, investment horizon and liquidity needs.
- Work together with internal asset management team to develop discretionary account business, cross-border business and new product research & development
- Responsible for complying with regulatory compliance as set out by relevant authorities.

Job Requirements

- BA Degree and above.
- Knowledge and understanding of general banking procedures.
- Strong communication and negotiation skills.
- Minimum 02 years’ experience as a relationship manager, senior Teller, senior customer services staff in Branches distributions.
- Experience in handling Deposit / Liability Products/ Insurances.
- Fluent in English/ Mandarin/ Cantonese speaking.
- Proven track record on investment sales/ fund distribution.

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Additional Requirements

Be a Part of the UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, 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.

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