Wealth Banking Relationship Manager

United Overseas Bank (Vietnam) Limited (UOB) · Hồ Chí Minh

Type

Full-time

Work mode

On-site

Level

Manager

Industry

Banking & Finance

Salary

Thương lượng

Location

Hồ Chí Minh, Hồ Chí Minh, Hồ Chí Minh

Overview

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.
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.

Summary of facts from the official posting. View original ↗

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