Đến nội dung chính
Tuyển Dụng
← United Overseas Bank (Vietnam) Limited (UOB)

Privilege Banking Relationship Manager

United Overseas Bank (Vietnam) Limited (UOB) · Hồ Chí Minh
Ứng tuyển tại trang chính thức ↗
Loại hình
Toàn thời gian
Hình thức
Tại văn phòng
Cấp bậc
Trưởng / Phó phòng
Ngành nghề
Tài chính / Ngân hàng
Mức lương
Thương lượng
Địa điểm
Hồ Chí Minh, Hồ Chí Minh, Hồ Chí Minh

Tổng quan

  • 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.
  • Overview of the Role
  • The Privilege Banking Relationship Manager at UOB Vietnam is responsible for managing and growing a portfolio of high-net-worth individual clients, providing comprehensive financial solutions and personalized service to meet their unique wealth management needs.
  • Develop and maintain strong, long-term relationships with Privilege Banking clients through proactive engagement and personalized financial advice.
  • Conduct in-depth financial needs analysis to understand client objectives, risk appetite, and investment horizons.
  • Propose and implement tailored wealth management strategies, including investment products, insurance, and other banking solutions, in line with UOB's product offerings and regulatory guidelines.
  • Regularly review client portfolios and provide timely updates on market trends and performance, making recommendations for adjustments as needed.
  • Identify opportunities to acquire new high-net-worth clients through referrals, networking, and lead generation activities.
  • Ensure compliance with all internal policies, procedures, and external regulatory requirements.
  • Collaborate with product specialists and other internal stakeholders to deliver holistic financial solutions.
  • Monitor and manage client profitability and ensure targets are met or exceeded.
  • Provide exceptional customer service and address client inquiries and concerns promptly and effectively.

Tóm tắt thông tin từ tin tuyển dụng chính thức. Xem bản gốc ↗

Quan tâm đến vị trí này?

Bạn sẽ được chuyển đến trang ứng tuyển chính thức của nhà tuyển dụng.

Ứng tuyển tại trang chính thức ↗
Đây là doanh nghiệp của bạn? Nhận quản lý trang, yêu cầu chỉnh sửa hoặc gỡ bỏ
→