Wealth Banking Relationship Manager
UOB · Ho Chi Minh (City Area)
Full-timeonsitemidOtherSales
รายละเอียดงาน / Description
Based in Vietnam, this role involves managing client relationships within wealth banking, providing superior service, and offering financial market updates. The manager will actively acquire and maintain long-term relationships with clients, utilizing the bank's resources to provide comprehensive financial services. This includes focusing on wealth products like bancassurance and unit trusts, and analyzing client financial parameters to develop suitable strategies.
หน้าที่ความรับผิดชอบ / Responsibilities
- Understand client needs and provide regular updates on financial markets and portfolios
- Acquire new clients and manage existing relationships, including corporate/institutional clients
- Offer comprehensive financial services using bank platforms, products, and networks
- Focus on wealth products such as bancassurance, unit trusts, and upgrading client portfolios
- Analyze client financial parameters like risk profile, asset allocation, and liquidity needs
- Collaborate with the internal asset management team on discretionary accounts and new products
คุณสมบัติ / Qualifications
- Bachelor's degree or higher
- Knowledge of general banking procedures
- Minimum 4 years of experience in relationship management or senior customer service roles
- Experience with deposit, liability products, or insurance
- Proven track record in investment sales or fund distribution
ทักษะที่ต้องการ / Required skills
- Client Relationship Management
- Financial Market Analysis
- Wealth Products
- Bancassurance
- Unit Trusts
- Risk Profiling
- Asset Allocation
- Negotiation
- English
- Mandarin
- Cantonese