Client Acquisition Manager, Affluent Client Group

Client Acquisition Manager, Affluent Client Group

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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.

About the Department

The Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services.

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

As part of the Client Acquisition Team, you will acquire high affluent customers for UOB Privilege Banking. You will work closely with Privilege Banking Client Advisors (CAs) to provide and deliver a Total Wealth Management experience to new and existing high affluent clients.

Your Key Responsibilities Include

• Actively identify, locate & acquire HNWIs to onboard and grow Privilege Banking franchise
• Responsible for acquisition of highly affluent clients with Asset Under Management of $350,000 and above, not restricted to Singapore resident via tele-prospecting, Networking and Privilege events
• Perform account opening and promote a suite of exclusive depository products and services
• Conduct KYC on New to Bank clients as part of bank's front line to detect and deter Money Laundering
• Establish Source of Wealth and Source of Funds to match against client profile
• Engage Banca First Touch(BFT) for all New-to-PV clients as part of holistic client onboarding journey ; Introduce concept of legacy planning ie Multiply /Safeguard / Distribute concepts
• Gather key info on client using FORMHD concept via First Touch Mail (FTM) to CA and HNW specialists for in-depth wealth conversations & NTW activation.
• Provide timely and efficient processing on account opening and other account-related matters.
• Ensure compliance and legal guidelines are adhered to with all internal policies and external regulations

Job Requirements

• At least 3 to 5 years of relevant experience in the banking / financial industry, experienced in financial & investment product sales.
• Self-motivated, with strong sales drive and energy
• Track record of excellence
• Ability to converse in foreign language would be an advantage
• A recognized university degree.

Additional Requirements

Develop, Engage, Execute, Strategise

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.

Apply now and make a Difference.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Sales and Business Development

Industries

• Banking

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