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[New Branch - Hung Yen (Ecopark)] - Wealth RM (VIP Customer Service)

Work Location Ha Noi
Job Level Experienced (Non - Manager)
Job Type Permanent
Experiences 2 Years
Salary Negotiable
Industry Banking, Customer Service, Finance / Investment
Deadline to Apply 28/11/2023
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Job Benefit

  • Insurance
  • Travel opportunities
  • Health checkup
  • Training & Development

Job Description


• Meet assigned sales revenue target through the needs based introduction and proactive cross-selling of banking, investment and wealth management products.

• Meet assigned customer acquisition targets through proactive solicitation of new customers and seeking referrals from existing customers.

• Meet assigned deposit target through new assets from existing as well as new customers


• Deliver an outstanding banking experience to our customers; meet and exceed customer expectations

• Contacting and providing market updates, portfolio review and financial needs analysis to customers

• Engaging customers and increase average number of products held by each client under portfolio in ensuring customer’s financial and investment objectives are met


• Adhere to Bank’s compliance policy and ensure all transactions (sales/non sales related) carried out on behalf of clients are within the stipulated parameters of the Bank’s policy process flow

• Perform KYC check with full diligence and so as to prevent any money laundering, frauds or any potential criminalist activities which could hurt the interest of the Bank and its customers


• Ensure personal development is in place and executed as agreed with line manager

• Active participant in all team meetings, clients’ events and internal platform functions. Knowledge and success sharing with team.


Ensure compliance with internal & external regulations.

Job Requirement

Bachelor of Economics or relevant field

At least 2 year in sales experience in the financial services industry, experience with retail banking products such as Deposit, Insurance, credit card, credit

- Properly certified in all necessary certification

- Adequate knowledge in investment and wealth management product

- Good client engagement ability

- Delivering superior customer service

- Teamwork, treat people with respect

- Interpersonal skills

- Problem Solving/Analytical Thinking

- Self motivation

- Work under pressure

- Fluent English

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