Senior Expert, Private Client Relationship ManagementNgân hàng Thương mại Cổ phần Kỹ Thương Việt Nam (Techcombank)
Nơi làm việc: Hà Nội
Ngành nghề: Đầu tư, Marketing - PR, Giao Dịch Khách Hàng, Ngân hàng/ Tài Chính, Marketing / Truyền thông / Quảng cáo
Thu nhập: Thỏa thuận
Hình thức: Toàn thời gian
Ngày đăng: 30/09/2024
Hạn nộp: 30/10/2024
Mô tả công việc
Job Purpose
- The job holder is responsible for managing directly the High Net Worth customer portfolio assigned to Senior Expert, Private Client Relationship Management (SnrExpert, PCRM) in Private Client Center (PCC) from time to time, providing customers with Private products and services
- The job holder is responsible for providing financial solutions on the customer portfolio to develop value & implement business targets.
- The job holder is responsible for managing, building and maintaining long term relationships with a portfolio of financially successful clients.
Key Accountabilities
1. CUSTOMERS: PROVIDE FINANCIAL SOLUTIONS BASED ON CUSTOMERS NEEDS
- Find and understand all customer information about demographics, financial status, assets, habits, hobbies.
- Analyze the products or services that customers are using, the financial indicators of customers to evaluate the financial health of customers, understand clients' riskappetite & objectives, and advise accordingly on the relevant investment options available to increase wealth and capital preservation.
- Manage, serve, thoroughly understanding of the assigned high net worth customer portfolios, and evaluating the efficiency of customer portfolio exploitation.
- Find out the complex needs of wealthy and high net worth customers, designing financial solution packages to best meet those needs.
- Build customer network, expanding relationships from the existing customer portfolio to exploit and find potential customers.
2. SERVICES: PROVIDE SERVICES WITH EXCELLENT CUSTOMER EXPERIENCE
- Actively identifying, receiving & implementing transaction requests, cooperating with relevant departments, handling SLA to bring the best service experience tocustomers.
- Actively and continuously marketing and promoting customers with new featuress, new benefits of products, services, policies and regulations affecting customerassets and market changing or trends, Private Client's products and services.
- Providing total service solutions for customers to meet the maximum needs of customers.
- Engaging and dealing with issues/matters/complaints, and resolves them in an appropriate and timely manner. To escalate to Senior Manager, PCRM and/or Director,Private Client Center for further deliberation where applicable.
- Always giving customers the best experience and proposing solutions to improve service quality standards for High net worth customers.
3. SYSTEM: OPERATIONAL COMPLIANCE & RISK MANAGEMENT
- Identify customer information (Amlock, KYC, SA, suspicious transactions ...) as well as warning signs before, during and after customer transactions, ensuringcompliance with Techcombank's procedures and regulations and the law
- Perform in accordance with policies, regulations, processes, internal instructions and SLAs
- The job holder is responsible for managing directly the High Net Worth customer portfolio assigned to Senior Expert, Private Client Relationship Management (SnrExpert, PCRM) in Private Client Center (PCC) from time to time, providing customers with Private products and services
- The job holder is responsible for providing financial solutions on the customer portfolio to develop value & implement business targets.
- The job holder is responsible for managing, building and maintaining long term relationships with a portfolio of financially successful clients.
Key Accountabilities
1. CUSTOMERS: PROVIDE FINANCIAL SOLUTIONS BASED ON CUSTOMERS NEEDS
- Find and understand all customer information about demographics, financial status, assets, habits, hobbies.
- Analyze the products or services that customers are using, the financial indicators of customers to evaluate the financial health of customers, understand clients' riskappetite & objectives, and advise accordingly on the relevant investment options available to increase wealth and capital preservation.
- Manage, serve, thoroughly understanding of the assigned high net worth customer portfolios, and evaluating the efficiency of customer portfolio exploitation.
- Find out the complex needs of wealthy and high net worth customers, designing financial solution packages to best meet those needs.
- Build customer network, expanding relationships from the existing customer portfolio to exploit and find potential customers.
2. SERVICES: PROVIDE SERVICES WITH EXCELLENT CUSTOMER EXPERIENCE
- Actively identifying, receiving & implementing transaction requests, cooperating with relevant departments, handling SLA to bring the best service experience tocustomers.
- Actively and continuously marketing and promoting customers with new featuress, new benefits of products, services, policies and regulations affecting customerassets and market changing or trends, Private Client's products and services.
- Providing total service solutions for customers to meet the maximum needs of customers.
- Engaging and dealing with issues/matters/complaints, and resolves them in an appropriate and timely manner. To escalate to Senior Manager, PCRM and/or Director,Private Client Center for further deliberation where applicable.
- Always giving customers the best experience and proposing solutions to improve service quality standards for High net worth customers.
3. SYSTEM: OPERATIONAL COMPLIANCE & RISK MANAGEMENT
- Identify customer information (Amlock, KYC, SA, suspicious transactions ...) as well as warning signs before, during and after customer transactions, ensuringcompliance with Techcombank's procedures and regulations and the law
- Perform in accordance with policies, regulations, processes, internal instructions and SLAs
Yêu cầu
Qualifications
- Bachelor degree in economics, finance, banking, foreign trade, business administration or equavilent. Priority is given to international students with equivalent trainingmajors at prestigious overseas universities or candidates with CFA, CPA, and ACCA certificates.
- English proficiency: TOEIC certificate or equivalent according to bank's requirement
Domain Expertise
- Minimum 12 years of experienced in a direct sales / manager position for high net worth and wealthy customers in the fields offinance/banking/investment/insurance/travel/hotel/real estate/securities. Experienced in managing high net worth and wealthy customers, business owners, and foreignexperts.
- Deep understanding of the behavior and needs of high net worth and wealthy clients.
- Deeply understanding products for Private Client, have lending experience, being able to advise total financial solution packages for customers. Ability to grasp thecurrent state and investment market trends. Be able to analyze corporate finance
- Bachelor degree in economics, finance, banking, foreign trade, business administration or equavilent. Priority is given to international students with equivalent trainingmajors at prestigious overseas universities or candidates with CFA, CPA, and ACCA certificates.
- English proficiency: TOEIC certificate or equivalent according to bank's requirement
Domain Expertise
- Minimum 12 years of experienced in a direct sales / manager position for high net worth and wealthy customers in the fields offinance/banking/investment/insurance/travel/hotel/real estate/securities. Experienced in managing high net worth and wealthy customers, business owners, and foreignexperts.
- Deep understanding of the behavior and needs of high net worth and wealthy clients.
- Deeply understanding products for Private Client, have lending experience, being able to advise total financial solution packages for customers. Ability to grasp thecurrent state and investment market trends. Be able to analyze corporate finance
Quyền lợi
Thưởng
13 tháng lương/năm và kèm theo tháng thưởng dựa trên năng lực
Đào tạo
Làm việc trong môi trường năng động, chuyên nghiệp có nhiều cơ hội thăng tiến
Khác
Chính sách phúc lợi vượt trội, hưởng theo quy định Ngân hàng
13 tháng lương/năm và kèm theo tháng thưởng dựa trên năng lực
Đào tạo
Làm việc trong môi trường năng động, chuyên nghiệp có nhiều cơ hội thăng tiến
Khác
Chính sách phúc lợi vượt trội, hưởng theo quy định Ngân hàng
Thông tin khác
NGÀY ĐĂNG
30/09/2024
CẤP BẬC
Nhân viên
NGÀNH NGHỀ
Ngân Hàng & Dịch Vụ Tài Chính > Quản Lý Quan Hệ Khách Hàng
KỸ NĂNG
Banking, Client Relationship, Relationship Management, Direct Sales, Financial Solution
LĨNH VỰC
Ngân hàng
NGÔN NGỮ TRÌNH BÀY HỒ SƠ
Tiếng Anh
SỐ NĂM KINH NGHIỆM TỐI THIỂU
12
QUỐC TỊCH
Không hiển thị
Xem thêm
30/09/2024
CẤP BẬC
Nhân viên
NGÀNH NGHỀ
Ngân Hàng & Dịch Vụ Tài Chính > Quản Lý Quan Hệ Khách Hàng
KỸ NĂNG
Banking, Client Relationship, Relationship Management, Direct Sales, Financial Solution
LĨNH VỰC
Ngân hàng
NGÔN NGỮ TRÌNH BÀY HỒ SƠ
Tiếng Anh
SỐ NĂM KINH NGHIỆM TỐI THIỂU
12
QUỐC TỊCH
Không hiển thị
Xem thêm
Giới thiệu công ty
Ngân hàng Thương mại Cổ phần Kỹ Thương Việt Nam (Techcombank) việc làm
Techcombank Tower, 191 Bà Triệu, Phường Lê Đại Hành, Quận Hai Bà Trưng, Hà Nội
Quy mô: Từ 1000 - 5000 nhân viên
Việc làm tương tự
Rủi Ro Chính Sách Tín Dụng SME
Ngân hàng TMCP Việt Nam Thịnh Vượng - VPBank
Cạnh tranh
Hà Nội
21/10/2024
Chuyên gia Actuary
Tổng công ty cổ phần Bảo hiểm Ngân hàng TMCP Công Thương Việt Nam - VBI
Thương lượng
Hà Nội
09/10/2024
Trưởng bộ phận quản trị rủi ro
CÔNG TY CỔ PHẦN CÔNG NGHỆ PHẨM BA ĐÌNH
25 Tr - 35 Tr VND
Hà Nội
31/10/2024
CVC/CVCC Rủi Ro Hoạt Đông - Công Nghệ Thông Tin
Ngân Hàng TMCP Quốc Dân NCB
Thỏa thuận
Hà Nội
10/10/2024
Vị trí Senior Expert, Private Client Relationship Management do công ty Ngân hàng Thương mại Cổ phần Kỹ Thương Việt Nam (Techcombank) tuyển dụng tại Hà Nội, Joboko tự động tổng hợp mức lương Thỏa thuận, tìm thêm việc làm về Senior Expert, Private Client Relationship Management hoặc công ty Ngân hàng Thương mại Cổ phần Kỹ Thương Việt Nam (Techcombank) ở các link phía trên
Giới thiệu công ty
Ngân hàng Thương mại Cổ phần Kỹ Thương Việt Nam (Techcombank) việc làm
Techcombank Tower, 191 Bà Triệu, Phường Lê Đại Hành, Quận Hai Bà Trưng, Hà Nội
Quy mô: Từ 1000 - 5000 nhân viên