Privilege Banking Relationship Manager
UOB · Ho Chi Minh (City Area)
Full-timeonsiteseniorOtherSales
รายละเอียดงาน / Description
Based in Vietnam, this role involves managing and expanding a portfolio of high-net-worth clients, offering comprehensive financial solutions and personalized service. The manager will conduct in-depth financial analyses, propose tailored wealth management strategies, and ensure compliance with all regulatory requirements. This position requires proactive engagement to build strong, long-term client relationships and identify new business opportunities.
หน้าที่ความรับผิดชอบ / Responsibilities
- Develop and maintain strong relationships with privilege banking clients
- Conduct financial needs analysis and propose tailored wealth strategies
- Implement investment products, insurance, and banking solutions
- Review client portfolios and provide market updates
- Acquire new high-net-worth clients through various channels
- Ensure compliance with internal policies and regulations
คุณสมบัติ / Qualifications
- Bachelor's degree in Finance, Business, Economics, or related field
- Minimum 5 years in wealth management or similar relationship role
- Proven track record managing high-net-worth client portfolios
- Strong knowledge of investment products and financial instruments
- Excellent communication, interpersonal, and negotiation skills
- Proficiency in English and Vietnamese, both written and spoken
ทักษะที่ต้องการ / Required skills
- Wealth Management
- Client Relationship Management
- Financial Analysis
- Investment Products
- Insurance
- Financial Regulations
- Compliance
- Negotiation
- Communication
- Vietnamese
ทักษะเพิ่มเติม / Nice to have
- CFA
- CFP