Regional Private Banker
Hạn nộp hồ sơ: 19/09/2026 (Còn 24 ngày)
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Job Purpose
Work Location: All Regions (except Hanoi, HCMC)
'The Regional Private Banker is responsible for acquiring affluent and High Net Worth (HNW) customers within assigned provinces and driving business growth through proactive market development and customer acquisition activities.
Operating under a hunting model, the role identifies and develops new business opportunities, builds a sustainable prospect pipeline and delivers holistic banking and wealth management solutions tailored to customers' financial needs. The incumbent works closely with Wealth Advisors, Local PRMs and internal stakeholders to expand the Private Banking customer base and strengthen market presence within assigned territories.
The role contributes to the growth of the Private Banking franchise through customer acquisition, portfolio growth, business development and effective relationship management while maintaining high standards of governance and customer experience.
'The Regional Private Banker is responsible for acquiring affluent and High Net Worth (HNW) customers within assigned provinces and driving business growth through proactive market development and customer acquisition activities.
Operating under a hunting model, the role identifies and develops new business opportunities, builds a sustainable prospect pipeline and delivers holistic banking and wealth management solutions tailored to customers' financial needs. The incumbent works closely with Wealth Advisors, Local PRMs and internal stakeholders to expand the Private Banking customer base and strengthen market presence within assigned territories.
The role contributes to the growth of the Private Banking franchise through customer acquisition, portfolio growth, business development and effective relationship management while maintaining high standards of governance and customer experience.
Key Accountabilities (1)
1.Drive Customer Acquisition and Market Development
Execute customer acquisition plans within assigned markets to achieve Private Banking growth objectives.
Identify and develop qualified affluent and High Net Worth prospects through networking, referrals and business development activities.
Build and maintain a sustainable pipeline of prospective customers.
Develop relationships with local business communities, referral sources and ecosystem partners.
Conduct customer profiling and qualification to identify Private Banking opportunities.
Achieve assigned acquisition and conversion targets.
Identify and develop qualified affluent and High Net Worth prospects through networking, referrals and business development activities.
Build and maintain a sustainable pipeline of prospective customers.
Develop relationships with local business communities, referral sources and ecosystem partners.
Conduct customer profiling and qualification to identify Private Banking opportunities.
Achieve assigned acquisition and conversion targets.
Key Accountabilities (2)
2. Grow Business and Customer Relationships
Acquire and onboard affluent and High Net Worth customers into the Private Banking segment.
Deliver personalized banking, lending, investment and wealth management solutions aligned with customers' financial needs.
Drive growth in Assets Under Management (AUM), Net New Money (NNM), revenue and customer profitability.
Collaborate with Wealth Advisors and specialists to deliver integrated financial solutions.
Collaborate with Local PRMs to support customer servicing, transaction execution and relationship continuity.
Expand relationship value through increased wallet share, referrals and broader customer engagement.
Deliver excellent customer experience throughout customer acquisition and development activities.
Deliver personalized banking, lending, investment and wealth management solutions aligned with customers' financial needs.
Drive growth in Assets Under Management (AUM), Net New Money (NNM), revenue and customer profitability.
Collaborate with Wealth Advisors and specialists to deliver integrated financial solutions.
Collaborate with Local PRMs to support customer servicing, transaction execution and relationship continuity.
Expand relationship value through increased wallet share, referrals and broader customer engagement.
Deliver excellent customer experience throughout customer acquisition and development activities.
Key Accountabilities (3)
3.Strengthen Local Market Presence and Governance
Provide asset allocation recommendations to support customers' investment and wealth accumulation objectives.
Support the implementation of Private Banking market development initiatives within assigned territories.
Collaborate with regional branches and business units to increase customer referrals and acquisition opportunities.
Maintain relationships with local influencers, business communities and referral partners.
Share customer and market insights to support business planning and growth.
Ensure compliance with regulatory requirements, internal policies and advisory standards.
Monitor customer portfolio quality and escalate risks or issues as appropriate.
Support the implementation of Private Banking market development initiatives within assigned territories.
Collaborate with regional branches and business units to increase customer referrals and acquisition opportunities.
Maintain relationships with local influencers, business communities and referral partners.
Share customer and market insights to support business planning and growth.
Ensure compliance with regulatory requirements, internal policies and advisory standards.
Monitor customer portfolio quality and escalate risks or issues as appropriate.
Success Profile - Qualification and Experiences
'Bachelor's Degree or above in Finance, Banking, Economics, Business Administration, Investment, Wealth Management or related disciplines.
Professional certifications such as CFA, CFP, ACCA, CPA or equivalent are preferred.
Good command of English according to Bank requirements.
Minimum 7 years of experience in Banking, Priority Banking, Wealth Management or related financial services.
Proven experience in customer acquisition and business development.
Experience managing affluent or HNW customer relationships.
Good understanding of investment, banking and wealth management products.
Experience collaborating with multiple stakeholders and branch networks.
Professional certifications such as CFA, CFP, ACCA, CPA or equivalent are preferred.
Good command of English according to Bank requirements.
Minimum 7 years of experience in Banking, Priority Banking, Wealth Management or related financial services.
Proven experience in customer acquisition and business development.
Experience managing affluent or HNW customer relationships.
Good understanding of investment, banking and wealth management products.
Experience collaborating with multiple stakeholders and branch networks.
Thông tin chung
- Thu nhập: Thỏa thuận
Việc làm tương tự khác
Công ty TNHH MTV chuyển phát nhanh Thuận Phong - CN Hà Nội
Hà Nội
10.000.000 - 20.000.000 VND
Công Ty TNHH Hóa Đơn Điện Tử M-invoice
Hà Nội
8.000.000 - 15.000.000 +
Công ty TNHH Thương Mại và Đầu Tư Thái Bình Dương
Hà Nội, Khác
15 - 30 triệu
CÔNG TY CỔ PHẦN CÔNG NGHỆ HỢP LONG
Hà Nội
10 - 14 triệu
Ngân hàng Thương mại Cổ phần Kỹ Thương Việt Nam (Techcombank)
Xem trang công ty- Địa chỉ công ty: Số 6 Phố Quang Trung, Phường Cửa Nam, TP Hà Nội, Việt Nam
- Quy mô: Trên 10.000 nhân viên
- Lĩnh vực: Ngân hàng/ Tài Chính
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