ธนาคารยูโอบี จำกัด (มหาชน)

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Nov 18, 2024

Privilege Banking Acquisition

สถานที่ปฏิบัติงาน

Vadhana, Bangkok

เงินเดือน

ขึ้นอยู่กับประสบการณ์

อัตรา

3 อัตรา

สมัครงาน

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Job Descriptions

•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. หมายเหตุ ธนาคารมีความจำเป็นจะต้องดำเนินตรวจสอบและเก็บข้อมูลประวัติอาชญากรรมของผู้สมัครในตำแหน่งงานนี้เพื่อตรวจสอบคุณสมบัติหรือลักษณะต้องห้ามตามนโยบายของธนาคาร Remark: The Bank requires the checking and collection of criminal records for candidates of this position in order to verify qualifications and/or disqualifications for the job position in accordance with the Bank’s policy.

Qualifications

Bachelor's/University degree or equivalent experience
3-5 years relevant experience
Ability to manage relationships both internal and external; Ability to multi-task
Mandatory certifications as required for selling financial products
Complex 1 license required