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Wealth Management Specialist - Chuyên viên quản lý tài sản

Work Location Ho Chi Minh (District 1)
Job Level Experienced (Non - Manager)
Job Type Shift
Qualification Bachelor
Experiences 2 Years
Salary Negotiable
Industry Banking
Deadline to Apply 31/12/2022
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Job Benefit

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

Job Description

Financial:
- Support the launch & implement of proposition & business initiatives in Shinhan PWM segment to contribute towards segment revenue & profitability, achieve portfolio growth in terms of customer number and income, and improve customer experience
- Initiate and deliver campaigns / events for Shinhan PWM customers and coordinate with internal stakeholders for the target results.
- Manage customer segmentation (i.e upgrade, downgrade, RM tagging) according to the approved process.
- PWM brand: Ensure overall look and feel of PWM branding is consistent across all touch points (Lounge, forms and brochures)
- Liaise with key stakeholders including Retail Group, Card Business Group, Marketing, Compliance and Legal, etc. to facilitate development and implementation of initiatives and projects

People:
- Active participant in all team meetings, clients’ events and branch activities. Knowledge and success sharing with team.
Risk/compliance/behaviours:
- Ensure operations, workflows and processes are compliant to bank standards and guidelines
- Maintaining highest integrity levels

Job Requirement

- University degree with at least 2 year in the financial services industry.
- Adequate knowledge in wealth management products and in priority banking segment.
- Ability to teamwork/ Problem Solving/Analytical Thinking
- Result oriented with strong display of perseverance
- Strong knowledge of marketing and promotion.

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