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Financial Solutions Expert

1 week ago

Singapore United Overseas Bank (Vietnam) Limited (UOB) Full time

Our Approach

At United Overseas Bank (Vietnam) Limited (UOB), we strive to do what is right, build for the future, work as one team, and pursue long-term success. This drives us consistently in our actions towards the company, colleagues, and customers.

We provide products and services empowering our customers to have greater banking convenience and extract more value from their money. Specifically, we aim to promote and develop healthy saving and investment practices across generations.

Key Responsibilities

  • Offer expert advice and promotion of high-level portfolios and other financial products for establishing and maintaining high-value accounts.
  • Assess existing UOB clients' interests, problems, and potential need for new products and services.
  • Broaden and sustain new and existing customer relationships.
  • Process client service requests efficiently to minimize rejections in customer certifications.
  • Maintain up-to-date knowledge of products and services.
  • Attend internal training sessions to stay updated on regulatory requirements.
  • Foster growth through following commercial strategies to meet or exceed sales targets set by management.
  • Evaluate business decisions carefully to ensure they align with the firm's values and respect applicable laws.