Job summary

Job Responsibilities

❖ Business Development:

• Find and understand all customer information about demographics, financial status, assets, habits, hobbies.

• Analyze the products or services that customers are using, the financial indicators of customers to evaluate the financial health of customers, understand clients’ risk appetite & objectives, and advise accordingly on the relevant investment options available to increase wealth and capital preservation. 

• Manage, serve, thoroughly understanding of the assigned high net worth customer portfolios, and evaluating the efficiency of customer portfolio exploitation.

• Find out the complex needs of wealthy and high net worth customers, designing financial solution packages to best meet those needs.

• Build customer network, expanding relationships from the existing customer portfolio to exploit and find potential customers. 

❖ Customer Relationship Management and Financial Advisory:

• Actively identifying, receiving & implementing transaction requests, cooperating with relevant departments, handling SLA to bring the best service experience to customers.

• Actively and continuously marketing and promoting customers with new features, new benefits of products, services, policies, and regulations affecting customer assets and market changing or trends, Private Client’s products and services.

• Providing total service solutions for customers to meet the maximum needs of customers.

• Engaging and dealing with issues/matters/complaints and resolves them in an appropriate and timely manner. To escalate to Senior Manager, PCRM and/or Director, Private Client Center for further deliberation where applicable.

• Always giving customers, the best experience and proposing solutions to improve service quality standards for High-net-worth customers.

❖ Operational Compliance and Risk Management:

• Identify customer information (KYC, SA, suspicious transactions ...) as well as warning signs before, during and after customer transactions, ensuring compliance with Bank's procedures and regulations and the law.

• Perform in accordance with policies, regulations, processes, internal instructions, and SLAs.

Experience requirements

•  At least 12 years of working experience in banking environment.
•  Satisfactory English language command and proficiency.
• Good at customer service and sales.
• Good interpersonal skills .

Education requirements

• University degree in Financial/Banking, Economics, or similar orientations

Please click on the "Apply" button or contact our Consultant, Mr. Tam Do for more details:

Email: tam.do@adecco.com

Phone/Zalo/Whatsapp: +84339482658

Contact Person

• Tam Do
• Adecco
• Tel.