Expert, FX & Cash Management Advisory (40001767)

- Proactively identify and approach potential corporate customers aligned with the bank's strategy.
- Introduce and provide advisory on funding products and services (term deposits, demand deposits, payment accounts, cash management services, etc.) tailored to customer needs.

- Ability to understand the business model of corporate clients to provide advisory on solutions for cash flow optimization (Cash Management), payment services, and other value-added products.

- Develop the Account Planning (ACP) and define actions to achieve the ACP objectives

- Maintain and strengthen long-term relationships with existing clients in the managed portfolio, ensuring high levels of customer satisfaction and loyalty.
- Regularly review and reassess client needs to provide optimal solutions and leverage cross-selling opportunities for other banking products.

- Contribute ideas for product development, process improvement, and enhancing service quality for customers.
- Act as the focal point for providing information and connecting with cross-functional Product and Solution teams to increase transaction volume across the entire value chain and related customer groups within Techcombank.

- Manage, leverage, and develop relationships with customers in the assigned portfolio to ensure achievement of assigned targets.
- Engage regularly to strengthen and maintain long-term relationships with customers.

- Ensure full compliance with the bank's internal policies and relevant legal regulations (e.g., KYC - Know Your Customer, AML - Anti-Money Laundering).
- Closely monitor customer account activities, promptly identify unusual signs, and coordinate with relevant departments to mitigate risks in a timely manner.

- Work closely with operations teams to complete documentation and procedures promptly and accurately.
- Prepare periodic and ad-hoc reports on business performance and portfolio status for management.

Self Development:

- Participate in capability development training programs; build a personal development roadmap.
- Understand and consistently apply organizational cultural values and behavioral standards as prescribed by the bank.
- Perform other tasks as assigned by the Unit Director.

Education & Experience:
- Bachelor's degree or higher in Finance, Banking, Business Administration, or related fields.
- Minimum of 07 years of experience in a similar role within the banking industry, preferably in Corporate Banking with strong expertise in non-credit products.
- Strong communication, negotiation, and presentation skills.
- Solid financial analysis and risk assessment capabilities.
- Proven ability to build and maintain strong client relationships.
- Foreign language: English proficiency as required by Techcombank from time to time.

Personal Attributes:
- Strong service quality mindset, committed to delivering excellent customer experience and measuring success through customer satisfaction.
Passion for serving clients using non-credit products and services.
- Hardworking, proactive, dynamic, and highly responsible.
- Ability to work under high pressure and achieve sales targets.