Client Coverage Support Senior Officer

Company: 3801 UOB Vietnam

About UOB United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values – Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow.

Job Description Overview of the Role

• Primary responsible for providing direct sales support on post origination activities like documentation, reporting, etc. by engaging with client, legal, compliance, etc.
• Active engagement with client and with product partners to ensure high level of utilization of regular limits.
• Work with the RM on a specified client portfolio and jointly responsible for the revenue growth Ensure high standards of hygiene including operational risk, portfolio management and credit risk in the portfolio

Job Requirements Origination:

• Assist RM in origination by preparing pitch book, industry leads, etc.
• Assist RM and CA in preparing briefing notes for senior management visits.
• Document the client meetings attended by preparing call reports.
• Work in partnership with FM regarding on any request for FX trading or ISDA documents

Client on-onboarding & deal execution:

• Assist RM in liaising with clients and Legal and Compliance and to resolve documentation issues like deviation from standard documents.
• Obtain approval for modification in standard documentation wherever necessary from appropriate approval authority.
• Ensure documentation is completed and the limits loaded properly to ensure faster execution of the transaction.
• Work with CFS Onboarding to ensure CDD are created and renewed on time.
• Seek approval from various authorities for exceptional transactions.

Account Management and portfolio quality:

• Actively engage with client and product partners to ensure high level of utilization of regular limits.
• Work closely with product partners for coordinating client training for non-lending products
• Track past dues and excesses in the portfolio meticulously and ensure they are regularized on time.
• Co-ordinate with operations for rectifying any operation related issues
• Liaise with other banks for information sharing and seeking opinion reports and respond to Non-Objection Comments request from other banks.
• Liaise with GRM for day to day account maintenance and operational issues.
• Arrange for stock inspection. Valuation
• Ensure correctness of data in all relevant systems
• Track and action on all failed transactional report
• Ensure compliance of all internal/ regulatory policies and regulations.

Job Requirements

• Bachelor degree, experience from 3-4 years with banking industry
• Proficient in MS office – Excel, Word, Power-point
• Strong communication and interpersonal skills
• Proactive and good team player
• Able to work in a fast paced environment

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.

Apply now and make a Difference

Job Requirements Origination:

• Assist RM in origination by preparing pitch book, industry leads, etc.
• Assist RM and CA in preparing briefing notes for senior management visits.
• Document the client meetings attended by preparing call reports.
• Work in partnership with FM regarding on any request for FX trading or ISDA documents

Client on-onboarding & deal execution:

• Assist RM in liaising with clients and Legal and Compliance and to resolve documentation issues like deviation from standard documents.
• Obtain approval for modification in standard documentation wherever necessary from appropriate approval authority.
• Ensure documentation is completed and the limits loaded properly to ensure faster execution of the transaction.
• Work with CFS Onboarding to ensure CDD are created and renewed on time.
• Seek approval from various authorities for exceptional transactions.

Account Management and portfolio quality:

• Actively engage with client and product partners to ensure high level of utilization of regular limits.
• Work closely with product partners for coordinating client training for non-lending products
• Track past dues and excesses in the portfolio meticulously and ensure they are regularized on time.
• Co-ordinate with operations for rectifying any operation related issues
• Liaise with other banks for information sharing and seeking opinion reports and respond to Non-Objection Comments request from other banks.
• Liaise with GRM for day to day account maintenance and operational issues.
• Arrange for stock inspection. Valuation
• Ensure correctness of data in all relevant systems
• Track and action on all failed transactional report
• Ensure compliance of all internal/ regulatory policies and regulations.

Job Requirements

• Bachelor degree, experience from 3-4 years with banking industry
• Proficient in MS office – Excel, Word, Power-point
• Strong communication and interpersonal skills
• Proactive and good team player
• Able to work in a fast paced environment

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.

Apply now and make a Difference