Relationship Management (RM)
Research and analyze relationship management processes in retail banking, priority banking, and private banking.
Study customer onboarding, Know Your Customer (KYC), customer profiling, and relationship lifecycle management.
Understand customer segmentation, including mass affluent, affluent, and High-Net-Worth Individuals (HNWI).
Research customer portfolio monitoring, relationship manager workflows, and customer engagement strategies.
Support the analysis of CRM functionalities, customer dashboards, customer interactions, and relationship management tools.
Assist in documenting business requirements for digital solutions supporting relationship managers.
Wealth Management & Investment Advisory
Research wealth management services, financial advisory processes, and investment management practices.
Develop an understanding of financial and investment products, including equities, bonds, mutual funds, ETFs, and structured products.
Study investment suitability assessments, risk profiling, asset allocation, and portfolio diversification.
Support the analysis of Assets Under Management (AUM), portfolio performance, and investment reporting.
Research financial planning, investment recommendations, and portfolio rebalancing workflows.
Assist in preparing business process flows and functional documentation for wealth management platforms.
Business Analysis & Product Development Support
Collaborate with
Business Analysts and development teams to understand RM and wealth management requirements.
Assist in preparing business process diagrams, user stories, use cases, and functional specifications.
Support analysis of digital wealth management platforms, RM dashboards, and financial advisory applications.
Conduct market research and competitor analysis of banking, CRM, and wealth management solutions.
Prepare research reports, product comparisons, and presentations for internal discussions.
Software Testing & Business Validation
Support functional testing of relationship management and wealth management applications.
Assist in preparing test scenarios based on financial and banking business workflows.
Validate customer data, portfolio information, investment calculations, and financial reporting functionality.
Work with QA and development teams to identify issues and clarify business requirements.
Participate in User Acceptance Testing (UAT) when required.
Real-World Fintech Experience: Gain exposure to technology solutions supporting relationship managers, wealth advisors, banks, and financial institutions.
Financial Domain Development: Develop practical knowledge of customer relationship management, investment products, financial advisory workflows, and wealth management operations.
Professional Mentorship: Receive guidance from experienced Business Analysts,
software engineers, and financial domain specialists.
Business Analysis Experience: Build practical skills in business process analysis, requirements documentation, and functional testing.
Technical Exposure: Learn how financial business requirements are translated into digital banking and wealth management applications.
Professional Environment: Work with cross-functional teams in a professional software development environment.
Career Development: Potential consideration for future full-time positions based on performance and business needs.
University Internship Support: Internship evaluation and documentation support based on applicable company policies.
Working Location: TMA Building, Quang Trung Software City, Trung My Tay Ward, Ho Chi Minh City