Binh Duong Priority Banking Relationship Manager

1. Customer Engagement: Deliver Tailored Financial Solutions
   

   • Gather and analyze detailed information about clients including demographics and financial status.
     
   • Assess client portfolios and their financial health to recommend suitable investment options that align with their goals.
     
   • Maintain and manage relationships with assigned high net worth clients ensuring effective portfolio management.
     
   • Identify complex financial needs and create customized solution packages.
     
   • Expand the client network by leveraging existing relationships to attract potential new clients.
     

2. Service Excellence: Enhance Customer Experience
   

   • Respond to transaction requests promptly and coordinate with relevant departments to ensure seamless service delivery.
     
   • Actively market new features and benefits of products keeping clients informed about changes in regulations and market trends.
     
   • Provide comprehensive service solutions that address all client needs.
     
   • Address and resolve client issues or complaints in a timely manner escalating to senior management when necessary.
     
   • Continuously seek ways to improve service quality for high net worth clients.
     

3. Compliance and Risk Management: Ensure Operational Integrity
   

   • Monitor and assess client information to comply with AML and KYC regulations identifying any suspicious activity.
     
   • Adhere to internal policies regulations and service quality standards at all times.
     
   • Manage credit and operational risks associated with client portfolios.
     
   • Collaborate with internal departments to ensure efficient execution of transactions and client requests.
     

4. Human Resource Development: Foster Organizational Culture
   

   • Implement personal development plans (PDPs) to enhance employee efficiency and support growth.
     
   • Participate in required training programs and mentor new employees on processes and products.
     
   • Contribute to initiatives that build and promote a positive organizational culture.
     
   • Exhibit a proactive approach to sharing knowledge and embracing change.
     
   • Cultivate a cohesive work environment that encourages collaboration and success.
     

5. Efficiency Management: Business Planning and Results
   

   • Develop business plans and customer development strategies aimed at optimizing benefits for clients while achieving business targets.
     

6. Additional Responsibilities:
   

   • Assist in organizing campaigns roadshows seminars and other initiatives to promote Private Client services.
     
   • Undertake other duties as assigned by the Director of the Private Client Center or Senior Manager.
     

Requirements

• Educational Background:
  

  • Bachelor s degree in economics finance banking business administration or a related field. Preference for international graduates or candidates with CFA CPA or ACCA certifications.
    

• Language Proficiency:
  

  • English proficiency as per the banks requirements (TOEIC or equivalent).
    

• Domain Expertise:
  

  • At least 10 years of experience in sales or management roles serving high net worth clients in finance banking investment or related fields.
    
  • Indepth knowledge of high net worth client behavior and needs as well as products suitable for Private Clients.
    
  • Experience in lending and the ability to analyze corporate finance and market trends.Due to the immense number of applications only shortlisted candidates will be contacted.