Added 19 days ago

Private Client Relationship Manager


Job typePermanent

Salary650,000,000-800,000,000 (VND)


Experience7-10 Years

IndustryFinance & Banking

Job summary

Our client is one of the leading commercial banks in Vietnam with a sustainable financial foundation and outstanding product – service portfolio. They are looking for a Private Client Relationship Manager ( PCRM) to join their company.

Job Responsibilities

  • To customers; for cross-selling investment banking and treasury products.
  • Works with PCRM Center Director and Private Banking & Wealth management to ensure consistency in: Service delivery, Goal achievement (Profitability and Market Penetration), Promotional Programs;
  • Processes/execute transactions of different kinds of customers, such as:
  • Advisory and delivery of Wealth & Investment Products accordance with the Bank's policies and procedures
  • Applications for opening/closure of Safe Deposit Boxes
  • Delivery of checkbooks and mailing of account statement/advice
  • Acceptance and delivery of LC and LG applications/documents to Bills Department as well as customers
  • Cross-sells the Bank's products and services to reach the maximum number of qualified kinds of customers;
  • Provides quality service to the customers;
  • Follows up non-active and low balance customer accounts to generate and/or maximize profit from these accounts;
  • Ensures proper display of advertising/merchandising materials and availability of customer forms and brochures in the Priority Banking and guidelines;
  • Visits existing and prospective clients;
  • Attends customer events whenever possible to strengthen relationship with the client;
  • Maintains lists of prospective clients for tracking purposes and establishing relationship with them;
  • Reports program activities and development

Experience requirements

  • At least 5-7-year banking sales experience
  • Must be highly proficient in Excel and Word
  • Must be a team player with strong attention to detail and able to work independently
  • Young people are preferable
  • Excellent critical thinking, problem-solving, mathematical skills
  • Good communication and interpersonal skills
  • Prefer candidate with CFA, ACCA, CPA certificate.

Education requirements

  • Bachelor's degree in Business Administration, Commerce, Marketing or equivalent work experience.

If you are ready to join this exciting opportunity, please contact Mrs. Hien at +84 901728919 or for immediate consideration

Contact Person

  •   Hien Tang
  •  Adecco