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    Privilege Banking Acquisition Manager

    Full-Time
    undefined, Thailand
    Posted: August 9, 2024
    Deadline: September 29, 2024

    Position Details

    Responsibilities:

    · Client Account Management

    · Review customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.

    · Advise customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.

    · Review product penetration for the assigned client base, identify potential customers who can be sold tailored products to enhance product penetration

    · Ensure coverage of all relationships through customer engagements, risk profiling and financial planning.

    · Organize customer events to enhance customer bonding.

    · Acquire new customers through converting referral leads.

    · Compliance, Risk & Controls

    · Ensure that KYC/AML and other compliance norms are strictly adhered to.

    · Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.

    · Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.


    Qualifications:

    · 2-5 years relevant experience

    · Ability to manage relationships both internal and external; Ability to multi-task

    · Mandatory certifications as required for selling financial products

    · Bachelor's/University degree or equivalent experience



    Skills

    Financial Services
    Sales
    Relationship Development
    Account management

    Functions

    Sales

    Job Overview

    Job Type:

    Full-Time


    Company

    UOB logo

    UOB

    75 active jobs

    80 Raffles Place, Singapore.

    Industry:

    Banking & Finance

    Ready to Apply?

    Submit your application now and take the next step in your career journey.

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