Private Banking Expert

1 week ago


Hanoi, Hanoi, Vietnam PERSOLKELLY Vietnam Full time

Job description:

  • Managing directly the High Net Worth customer portfolio (NAV billion VND) assigned to PRM Diamond in Priority Banking Center from time to time, providing customers with Priority products and services
  • Providing financial solutions on the customer portfolio to develop value & implement business targets.
  • Managing, building and maintaining long term relationships with a portfolio of financially successful clients.

_Other related tasks as assigned by management._

  • Coordinating and participating in campaigns/ roadshows/ seminars and other projects that promote the Bank's Private Client products and services as and when required
  • Perform any other duties as and when assigned by the Head of Private banking

Requirements:

_Qualifications_

  • English proficiency: TOEIC certificate or equivalent according to bank's requirement

_Domain Expertise_

  • Minimum 10 years of experience in a direct sales / manager position for high net worth and wealthy customers in the fields of finance/banking/investment/insurance/travel/hotel/real estate/securities. Experienced in managing high net worth and wealthy customers, business owners, and foreign experts.
  • Deep understanding of the behavior and needs of high net worth and wealthy clients.
  • Deeply understanding products for Private Clients, have lending experience, being able to advise total financial solution packages for customers. Ability to grasp the current state and investment market trends. Be able to analyze corporate finance
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