Privilege Banking – Head, Customer Segmentation Strategy

Privilege Banking – Head, Customer Segmentation Strategy

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What We Can Offer

In accordance with company policy
Social insurance, health insurance, unemployment insurance according to Labor Laws
Professional and active working environment

Job Description

1. Segmentation
a. PV Customer Value Proposition
• Expand PV Privileges – medical, education, travel concierge privileges
• Building other PV Privileges – “The Privileged Life” program offering unique lifestyle-based privileges such as airport fast track, spa, golf, yachting …
• Collaborate with UOBGroup to expand international collaboration – Regional recognition and privileges with UOB Singapore

b. Customer experience & engagement
• Propose and implement PV Customer Engagement Process (Month-On-Book process)
• Propose and implement RM development roadmap (trainings, career path) to improve RM’s skills, customer service excellence at PV Lounge and beyond
• Implement customer loyalty schemes to improve customer engagement (loyalty/stickiness) – ex. Birthday schemes, public holidays, special occasions …
• Work closely with Branch (C&D), Marketing and Brand team to frequently measure customer feedback, customer satisfaction at PV Lounge, Branch (C&D) and beyond.
• Work with related departments to improve process, procedure, inter-department-collaboration to improve customer and RM satisfaction further.

2. Partnership
a. Partnership development
• Supervise Partnership Manager with partnership screening, pitching, negotiating and onboarding partners, merchants, strategic alliances to expand PV Customer Value Proposition and partnership eco-system.
• Supervise Partnership Manager to work with Legal and Compliance and partner to prepare legal documents (Cooperation Agreement, T&C, campaign policy …), prepare and submit DOIT registration…
• Supervise Partnership Manager, Segmentation Manager to work with internal parties and partners to produce marketing collaterals (PV website, eDM, leaflet, SMS; produce marketing collaterals to promote PV’s proposition at partner’s such as website banner, Facebook posts, posters, tent cards …)
• Maintain and develop a good relationship with working partners

b. Partnership management & Events:
• Supervise Partnership Manager, Segmentation Manager to monitor service usage (service booking, customer service, customer journey…), manage customer satisfaction/feedback, monthly reporting (sales reports, cost report, usage reports …), analysis (demographics, market comparison, market strategies, funnels, P&L analysis …)

• Supervise Partnership Manager, Segmentation Manager to develop event initiatives/concepts & tactics to increase partnership engagement and promote joint offers; oversee all events planning and execution; manage post-event evaluation and reporting for improvements (experience, conversion rates …)

3. Sales & Recognition
• Help Head of Sales build and implement sales schemes, sales campaigns (RM sales contests, Customer promotions) to increase FD, casa, Banca …
• Propose product innovation or sales campaigns based on preferences of Affluent segment, based on market surveys or demographics analysis …
• Help PV Head, Head of Sales run RM Recognition schemes (organize PV Achievement Events on quarterly basis, update Hall of Fame …)

4. Marketing, communication and other
• Work with Marketing, Brand Communication to run market surveys to have better understandings of HNWI, affluent segment in order to propose initiatives for CVP, product innovation and customer engagement.
• Implement marketing, PR, KOL campaigns to promote PV, PV CVP

5. Other tasks assigned by PV Head, RB Head
Read full Job Descriptions

Job Requirements

• Bachelor’s degree with minimum of two years proven and progressive financial services and/or retail sales experience or equivalent
• Capabilities in introducing investment products
• Relationship management experience with high net worth clients
• Strong technical skills in wealth management
• Strong communication, client focus and influencing skills
• Strong sales orientation, networking and portfolio management skills
• Experience in managing production support and maintenance
• Requires superior analytics and problem-solving skills. Must be attentive to details.
• Ability to work in a fast-paced, team-oriented environment.
• A strong & assertive communicator in speaking & writing
• Sound knowledge of financial services products and services and the client relationship management system
• Understanding of business banking client segment and products and services
• Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
• Able to communicate well in English and local languages

Job Locations

17 Le Duan, Ben Nghe Ward, District 1, Hochiminh City, Vietnam

United Overseas Bank (Vietnam) Limited 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.

In 1935, amid the economic uncertainties following the Great Depression, UOB Vietnam opened its doors to offer banking services for the merchant community in Singapore.

Since then, UOB Vietnam has grown organically and through a series of strategic acquisitions. Today, UOB Vietnam
is rated among the world’s top banks: ‘Aa1’ by Moody’s and ‘AA-’ by Standard & Poor’s and Fitch Ratings.

Generations of UOB Vietnam employees for the past 80 years have carried through the entrepreneurial spirit, focus on long-term value creation and an unwavering commitment to do what is right for our customers and our colleagues.

At UOB Vietnam, we believe in being a responsible financial services provider and we are committed to making a difference in the lives of our stakeholders and in the communities in which we operate.

Just as we are dedicated to helping our customers manage their finances wisely and grow their businesses, UOB Vietnam is steadfast in our support of social development, particularly in the areas of art, children and education.


Why work with us?

With a vision to be a premier bank in the Asia Pacific, we are looking for people who make a difference and who share our passion for growth and success. We reward performance, provide excellent training and help you carve a clear career path.

At UOB Vietnam, we believe people are our greatest asset. This is why your talent and contributions will never go unrecognised. Besides a competitive remuneration which includes an attractive employee care programme comprising comprehensive staff rewards programmes, such as medical care, insurance cover, and a wide array of financial and banking incentives, our employees can also look forward to relaxing holiday facilities in Singapore and abroad.

Be a part of our team today.

Read full company information
Central Plaza Office Building, 17 Le Duan, Ben Nghe Ward, District 1, Hochiminh City, Vietnam
500-999 staffs
HR Department


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