Wealth Banking Relationship Senior Officer

UOB

Ho Chi Minh, Vietnam
Client relationship management
Wealth product expertise
Financial portfolio analysis
UOB is a leading bank in Asia with over 80 years of history and a global network spanning 19 countries and territories

Job Summary

  • UOB is a leading bank in Asia with over 80 years of history and a global network spanning 19 countries and territories.
  • The role involves understanding client requirements, providing superior service, and managing long-term relationships focused on wealth products and financial services.
  • The position requires active acquisition of clients, financial mapping, and collaboration with internal teams to develop discretionary account business and new product research.

Matching Summary

UOB is a leading bank in Asia with over 80 years of history and a global network spanning 19 countries and territories.

Skills & Requirements

Must-have

  • Client relationship management
  • Wealth product expertise
  • Financial portfolio analysis
  • Investment sales and fund distribution
  • Regulatory compliance adherence
  • Cross-border financial services

Nice-to-have

  • Strong communication and negotiation skills
  • Multilingual fluency in English, Mandarin, Cantonese
  • Collaboration with asset management teams
  • Customer service experience in banking

Key Requirements

  • BA Degree or higher
  • Minimum 2 years relationship management experience
  • Experience with Deposit, Liability Products, and Insurances
  • Fluent in English, Mandarin, or Cantonese
  • Proven investment sales track record

Work Rights

Not specified

Tailored Resume

Cover Letter