Privilege Banking Relationship Manager
UOB · Ho Chi Minh (City Area)
Full-timeonsitemidOtherSales
รายละเอียดงาน / Description
Based in Vietnam, this role involves managing and expanding a portfolio of high-net-worth clients within the Privilege Banking segment. The manager will focus on new business acquisition, deepening existing relationships through cross-selling, and ensuring high service quality. This position requires strong sales, relationship management, and wealth management expertise to meet assigned targets and maintain compliance.
หน้าที่ความรับผิดชอบ / Responsibilities
- Acquire new high-net-worth clients and achieve sales targets
- Deepen relationships with existing clients through cross-selling and visits
- Implement sales strategies to grow the client portfolio
- Cross-sell various banking products to increase total portfolio
- Ensure compliance with local policies, SOPs, and regulations
- Provide excellent customer service and accurate product information
คุณสมบัติ / Qualifications
- Bachelor’s degree or equivalent experience
- Minimum three years in financial services or retail sales
- Experience introducing investment products
- Relationship management experience with high-net-worth clients
- Strong technical skills in wealth management
- Proficient in English and local languages
ทักษะที่ต้องการ / Required skills
- Sales
- Relationship Management
- Wealth Management
- Communication
- Client Focus
- Networking
- Portfolio Management
- Analytics
- Problem-solving
- Financial Services Products
ทักษะเพิ่มเติม / Nice to have
- Privilege Banking
- Customer Management
- KYC
- AML Solutions
- Financial Planning
- People Management