Mô tả công việc
Company: 3801 UOB Vietnam
About UOB
United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values – Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long‑term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow.
Job Description
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.
Job Responsibilities
- 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.
Job Requirements
- Bachelor's degree in Finance, Business Administration, Economics, or a related field. A Master's degree or relevant professional certifications (e.g., CFA, CFP) is a plus.
- Minimum of 5 years of experience in wealth management, private banking, or a similar relationship management role, preferably within a reputable financial institution.
- Proven track record of managing and growing a portfolio of high‑net‑worth clients.
- Strong knowledge of investment products, insurance, foreign exchange, and other financial instruments.
- Excellent communication, interpersonal, and negotiation skills.
- Ability to build rapport and trust with affluent clients.
- Strong analytical and problem‑solving abilities.
- Familiarity with financial regulations and compliance requirements in Vietnam.
- Proficiency in English and Vietnamese (both written and spoken).
- High level of integrity, professionalism, and customer‑centricity.
Additional Requirements
Be a Part of the UOB Family
UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non‑merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.
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