Private Client Relationship Manager

3 weeks ago


Hanoi, Vietnam Adecco Full time

Job LocationHanoi

Job typePermanent

Salary650,000,000-800,000,000 (VND)

Theo lĩnh vựcSales

Experience7-10 Năm

IndustryFinance & Banking

**Job summary**:
Our client is one of the leading commercial banks in Vietnam with a sustainable financial foundation and outstanding product - service portfolio. They are looking for a Private Client Relationship Manager ( PCRM) to join their company.

**Responsibilities**:

- To customers; for cross-selling investment banking and treasury products.
- Works with PCRM Center Director and Private Banking & Wealth management to ensure consistency in: Service delivery, Goal achievement (Profitability and Market Penetration), Promotional Programs;
- Processes/execute transactions of different kinds of customers, such as:

- Advisory and delivery of Wealth & Investment Products accordance with the Bank's policies and procedures
- Applications for opening/closure of Safe Deposit Boxes
- Delivery of checkbooks and mailing of account statement/advice
- Cross-sells the Bank's products and services to reach the maximum number of qualified kinds of customers;
- Provides quality service to the customers;
- Follows up non-active and low balance customer accounts to generate and/or maximize profit from these accounts;
- Ensures proper display of advertising/merchandising materials and availability of customer forms and brochures in the Priority Banking and guidelines;
- Visits existing and prospective clients;
- Attends customer events whenever possible to strengthen relationship with the client;
- Maintains lists of prospective clients for tracking purposes and establishing relationship with them;
- Reports program activities and development

**Experience requirements**:

- At least 5-7-year banking sales experience
- Must be highly proficient in Excel and Word
- Must be a team player with strong attention to detail and able to work independently
- Young people are preferable
- Excellent critical thinking, problem-solving, mathematical skills
- Good communication and interpersonal skills

**Education requirements**:

- Bachelor's degree in Business Administration, Commerce, Marketing or equivalent work experience.

**Contact Person**:
Hien Tang

Adecco


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