Private RM - Private Banking - Hà Nội

Mô tả Công việc
WORKING LOCATION: 89 Lang Ha, Dong Da District, Ha Noi
1. Deploying consulting activities and providing solutions to the Private Customer, including:
Receiveand implement KPIs in each period. Focusing on care, consulting, providing investment solutions,bespokes service and managing the assigned Private customer portfolio
Directly receive and understand client needs & objectives; offer clients range of suitable banking / investment products by to be partner with expert team (i.e., Investment councellor & product specialist) to provide expert guidance and holistic solutions and provide clients with regular market and product updates
Directly receive and connect with the Private Segment Department and/or partners to support customers and their families to receive advisory/ services (i.e., health care concierge, lifestyle concierge, education, residence and citizenship, tax consulting, financial/wealth planning, other bespokes services)
Maintain customer care activities, helping customers stay loyal to the bank. At the same time, give appropriate initiatives/suggestions in customer care and service to help customers feel satisfied
Suggest and/or recommend to Sale director and Private segment on how to develop Private customer groups. Proactively seek and build relationships with Private customers to grow the portfolio. Link partners with Private customer portfolio to have a regular source of customer referrals.
2. Coordinate with relevant units to consult, implement service and sales activities
Collaborate with hub / branch personnel to provide clients with exceptional service for their banking / other needs (e.g., Coordinate with customer service team to support customers with transactions such as opening cards, withdrawing money, depositing money; provide bespokes services at customers' request).
Coordinate with HO units (Production and Consulting Department, Private Segment, Bancas Department,..) to ly provide specific products related to customers
Coordinate with other relevant units (operations, risk,...) in submitting card opening documents, supporting opening savings books for customers, etc...
Responsible for the guidance and the development of Junior and/or Assistant RMs
3. Training and comply with sales implementation activities:
Fullyparticipate in internal training/coaching programs or implemented by the Head Office
Participate in meetings, report and comply with sales implementation activities at the unitaccording to the direction of direct managers
Embracing new processes and product initiatives; Supporting event and marketingactivities apply for clients.
Comply with bank and legal regulatoryrequirements; ensure complete and fulfill KYC, call reports and documentations at request.
Receiveand implement KPIs in each period. Focusing on care, consulting, providing investment solutions,bespokes service and managing the assigned Private customer portfolio
Directly receive and understand client needs & objectives; offer clients range of suitable banking / investment products by to be partner with expert team (i.e., Investment councellor & product specialist) to provide expert guidance and holistic solutions and provide clients with regular market and product updates
Directly receive and connect with the Private Segment Department and/or partners to support customers and their families to receive advisory/ services (i.e., health care concierge, lifestyle concierge, education, residence and citizenship, tax consulting, financial/wealth planning, other bespokes services)
Maintain customer care activities, helping customers stay loyal to the bank. At the same time, give appropriate initiatives/suggestions in customer care and service to help customers feel satisfied
Suggest and/or recommend to Sale director and Private segment on how to develop Private customer groups. Proactively seek and build relationships with Private customers to grow the portfolio. Link partners with Private customer portfolio to have a regular source of customer referrals.
Collaborate with hub / branch personnel to provide clients with exceptional service for their banking / other needs (e.g., Coordinate with customer service team to support customers with transactions such as opening cards, withdrawing money, depositing money; provide bespokes services at customers' request).
Coordinate with HO units (Production and Consulting Department, Private Segment, Bancas Department,..) to ly provide specific products related to customers
Coordinate with other relevant units (operations, risk,...) in submitting card opening documents, supporting opening savings books for customers, etc...
Responsible for the guidance and the development of Junior and/or Assistant RMs
Fullyparticipate in internal training/coaching programs or implemented by the Head Office
Participate in meetings, report and comply with sales implementation activities at the unitaccording to the direction of direct managers
Embracing new processes and product initiatives; Supporting event and marketingactivities apply for clients.
Comply with bank and legal regulatoryrequirements; ensure complete and fulfill KYC, call reports and documentations at request.