UOB
Financial Services
PrivilegeBankingRelationshipManager
“Privilege Banking Relationship Manager at UOB. Skills: Managing and growing a portfolio of high-net-worth clients, Providing comprehensive financial solutions, Personalized service, Wealth management. Managing and growing a portfolio of high-net-worth individual clients. Providing comprehensive financial solutions and personalized service”
What You'll Achieve.
Meet or exceed targets for client profitability
Industry & Context.
Analytical and problem-solving abilities
What They're Looking For.
Must Have
Bachelor's degree in Finance, Business Administration, Economics, or a related field, Minimum of 5 years of experience in wealth management, private banking, or a similar relationship management role, Proven track record of managing and growing a portfolio of high-net-worth clients, 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, 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
Nice to Have
Master's degree or relevant professional certifications (e. g. , CFA, CFP) is a plus
What You'll Do.
Managing and growing a portfolio of high-net-worth individual clients
Providing comprehensive financial solutions and personalized service
Develop and maintain strong
long-term relationships with Privilege Banking clients
Conduct in-depth financial needs analysis
Propose and implement tailored wealth management strategies
Regularly review client portfolios and provide timely updates
Identify opportunities to acquire new high-net-worth clients
Ensure compliance with all internal policies
and external regulatory requirements
Monitor and manage client profitability and ensure targets are met or exceeded
Provide exceptional customer service
How You'll Work.
Team & Collaboration
Collaborate with product specialists and other internal stakeholders to deliver holistic financial solutions
Communication Scope
Excellent communication; Interpersonal; Negotiation skills
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