Privilege Banking Relationship Manager

UOB United Overseas Bank Limited

Ho Chi Minh City, Vietnam
Manage high-net-worth client portfolio
Conduct financial needs analysis
Propose tailored wealth strategies
The role involves managing and growing a portfolio of high-net-worth individual clients while providing personalized financial solutions

Job Summary

  • The role involves managing and growing a portfolio of high-net-worth individual clients while providing personalized financial solutions.
  • Candidates will conduct in-depth financial needs analysis to propose tailored wealth management strategies including investments and insurance.
  • UOB is an equal opportunity employer with a global network spanning over 80 years and operations in 19 countries.

Matching Summary

The role involves managing and growing a portfolio of high-net-worth individual clients while providing personalized financial solutions.

Skills & Requirements

Must-have

  • Manage high-net-worth client portfolio
  • Conduct financial needs analysis
  • Propose tailored wealth strategies
  • Ensure regulatory compliance in Vietnam
  • Fluent in English and Vietnamese

Nice-to-have

  • Strong networking and lead generation skills
  • Ability to build rapport with affluent clients
  • Collaborative approach with product specialists
  • High level of integrity and professionalism

Key Requirements

  • Bachelor's degree in Finance, Business Administration, or Economics
  • Minimum 5 years experience in wealth management or private banking
  • Familiarity with financial regulations in Vietnam
  • CFA or CFP certification is a plus

Work Rights

Not specified

Tailored Resume

Cover Letter