About UOB
United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.
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.
Job Responsibilities
NTB Sales Management:
Growing the portfolio of high network individuals by Soliciting business to prospective clients and bring in new accounts & achieve sales target as per monthly targets assigned. This would involve cold calls. Tapping existing account holders for referrals and lead generation.
Portfolio Management
Deepen existing relationships via customer visits or cross sell and focus on attrition management. Implementing sales strategies to grow the portfolio. Making use of relationship management to retain valuable customers and win new business.
Marketing/ Cross Sell
To cross-sell bank products to increase total portfolio for the bank Cross-selling and referrals of other banking products
Ensure compliance with local policies, SOPs & regulation guided by SBP in all activities & transaction. Also ensure the compliance of AML/ CFT required for the assigned portfolio.
Service Quality
To promote the highest level of customer service and responsiveness to Privilege Clients. Ensure that the customer gets the correct & accurate, not misleading information on UOB Privilege products, program & promotion.
Mandatory
Job Requirements
- Bachelor's degree or equivalent experience
- Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent
- Capabilities in introducing investment products
- Relationship management experience with high net worth clients
- Strong technical skills in wealth management
- Strong communication, client focus and influencing skills
- Strong sales orientation, networking and portfolio management skills
- Experience in managing production support and maintenance
- Requires superior analytics and problem-solving skills. Must be attentive to details.
- Ability to work in a fast-paced, team-oriented environment.
- A strong & assertive communicator in speaking & writing
- Sound knowledge of financial services products and services and the client relationship management system
- Understanding of business banking client segment and products and services
- Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
- Able to communicate well in English and local languages
Preferred
- Experience in Privileges Banking, Wealth, Customer Management, KYC and AML solutions
- Excellent sales and people management skills
- Client driven with a strong focus on quality of service
- Strong interpersonal communication skills
- A strong sense of ownership, responsibility and accountability
- An excellent understanding of financial planning, wealth management and understanding client need
- Essential technical skills
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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