Mô tả công việc
This position is primarily responsible for acquiring, growing and deepening profitable customer relationship through effective relationship management, with special focus on providing services and advisory services in areas of Priority Banking Customer - personal financial needs and objective.
Functional (job responsibilities)
• Growing a strong deposit base & customer footings via acquisition & expansion of New-to-bank high net worth individuals in the community, tapping into both retail as well as business owners.
• Marketing deposits in both local and foreign currencies & cross-selling investment products where required.
• Developing personal loans via cross-selling to current priority customers, via cold calls, building relationship with car and real estate broker and other distribution channels.
• Selling ban-cassurance: non-life insurance to potential customers.
• Managing customer relationships to build a profitable relationships with customers, to deepen and broaden account relationships with the objective to generate revenue and focus on deposits, wealth management and loans
• To refer business loans to HLBVN business centers where necessary.
• To actively serve customers on their personal financial needs aligned with customers needs
• To plan, host & run community based events with the interest to build better customer relationships and also acquisition of new customers.
• Networking high net worth individuals within the community.
• Other tasks assigned by Line Manager time to time.
Managerial (team/group responsibilities)
• Working with Product Owner, to offer proactive and personalized financial services to the affluent segment customer.
• To support Line Manager in promoting and developing market presences, this will ultimately deliver the individual jobholders targets and support overall Branch’s targets.
Organizational (organizational responsibilities)
Responsible for managing complying with established sales operation policies and procedure, and regulatory guidelines to safeguard both bank’s and customers’ assets.
Yêu cầu công việc
- Should possess at least 1 years of experience in the financial services business both deposit ( preferably in priority or premier banking) and personal loan. Currently servicing a base of high networth client in the community.
- Familiar in dealing with customers business and financial matters is an added advantage.
Should be enthusiastic and confident in assisting people to manage investment and financial portfolios. Strong communication and interpersonal skills and a high respect for confidentiality and privacy of customers are also essential to this role. Individual must be well groomed and is multi-lingual. Conversant in the local language & English. Individual who can speak French and / or Chinese is an added advantage.
Quyền lợi được hưởng
- Staff Loan
- Health Care & Group Term Life Insurance
- cơ hội đào tạo
Thông tin liên hệ
- Người liên hệ: hong leong bank vietnam limited
- Địa chỉ: