Wealth Banking Relationship Senior Officer

Hạn nộp hồ sơ: 22/06/2026 (Còn 18 ngày)

Địa điểm làm việc:

Hồ Chí Minh

Hồ Chí Minh

CV CỦA BẠN CÓ PHÙ HỢP VỚI VIỆC LÀM NÀY?

Chi Tiết Công Việc

Understand the client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios
Active acquisition of Bank’s existing clients and manage all aspects of client relationship, corporate/institutional clients and maintain long-term relationships
Provide comprehensive add-value financial service using resources and expertise of the Company platforms, products, services and networks, mainly focus on Wealth Products including Bancassurance, Unit Trust, Upgrade Customer to Privilege portfolio, Assisting on international transfers and winning fund.
Conducting financial mapping of clients to analyse key parameters including risk profile, asset allocation, investment horizon and liquidity needs.
Work together with internal asset management team to develop discretionary account business, cross-border business and new product research & development
Responsible for complying with regulatory compliance as set out by relevant authorities.

BA Degree and above.
Knowledge and understanding of general banking procedures.
Strong communication and negotiation skills.
Minimum 02 years’ experience as a relationship manager, senior Teller, senior customer services staff in Branches distributions.
Experience in handling Deposit / Liability Products/ Insurances.
Fluent in English/ Mandarin/ Cantonese speaking.
Proven track record on investment sales/ fund distribution.

Kỹ năng:

MS Project , Jira , Quản Lý Dự Án Phần Mềm

Bonus: Annual Salary Review; Performance Bonus
Healthcare Plan: Healthcare Insurance Policy; Annual Health Check-Up Program
Paid Leave: Annual Paid Leave
Others: Staff Housing Loan Policy (Mortgage); Tenure Policy (Long-service award)

Ngành nghề:

Ngân Hàng, Quản Lý Dự Án IT, Quản Lý Thành Công Khách Hàng

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