[hcmc] Head of Customer Management Department

3 weeks ago

Ho Chi Minh City, Vietnam Aloha Consulting Group Full time

ACG_1796_JOB

Our client is a leading banking who is looking for a talent to join their firm:
1. Customer Management Department Head:

- Manage and oversee customer management operations; Business organization; NHBL product sales and specialized services for the Private customer segment.
- Organize and implement plans; Regularly monitor and ensure the implementation of established plans.
- Supervise, evaluate, and report departmental task performance periodically or ad hoc; Propose adjustments as needed.
- Establish monitoring mechanisms and maintain inspection/control/supervision activities.
- Directly implement business targets and tasks assigned.
- Organize resource allocation; Delegate client portfolio and business targets to staff according to hierarchical authority based on departmental business targets.
- Directly oversee the search, development, and maintenance of customer/partner systems for cooperation.
- Report to Center Leadership (regularly and as needed) on departmental business implementation status; Address challenges and propose solutions.
- Receive and actively understand customer needs, advise, and sell specialized products and services.
- Handle customer feedback, complaints within the scope of authority.
- Direct, support staff in problem-solving and proposal formulation; Forward decisions to relevant authorities when facing obstacles in task execution.
- Organize provision of specialized products and services for the Private customer segment (investment products, asset management, investment advisory, etc.), ensuring service quality, compliance, and risk management.
- Coordinate with domestic and international partners on specialized advisory services, asset management.
- Monitor, consolidate, evaluate the effectiveness of investment advisory and asset management services for Private customers.

2. Portfolio Management and Development of High Net Worth Clients:

- Organize implementation of plans, programs to maintain and develop relationships with existing center customers.
- Allocate customer portfolios to existing/potential clients for departmental staff.
- Organize the search, exploration of potential Private customers for timely marketing proposals to upgrade clients.

3. Advisory role for Center Leadership in overseeing, managing, and organizing work, or delegating tasks to Deputy Heads to implement functional job areas:

- Direct proposals for developing direction, policies, plans for developing Private customer services/asset management services at the center.
- Coordinate with the Comprehensive Department to advise Center Leadership on business planning for center business units.
- Direct the establishment and implementation of Private customer policies/marketing programs at the center based on the general policy framework of the Comprehensive Department or the centers specific mechanisms.
- Timely propose solutions for Center Leadership to complete center business tasks.

4. Personnel Management:

- Manage, assign tasks, supervise, evaluate, recommend rewards, discipline staff within the team.
- Train and monitor training results, support staff career development.
- Participate in recruitment and team building for the group.
- Update, disseminate, guide the implementation of relevant organizational documents.
- Build a professional, efficient, and cohesive working environment.

5. Perform other tasks as assigned by Senior Leadership and authorized levels.

**Requirements**:

- Bachelors degree (domestic public or international) in fields such as economics, finance, banking, business administration, or relevant disciplines.
- Minimum 7 years of experience in Finance, Banking, or related fields.
- Minimum 2 years of experience in managerial positions at Banks/Financial institutions in the market.
- Familiarity with banking-related legal regulations. Basic knowledge of the organizational structure and operations.
- Understanding of banking system structure and operation; familiarity with MPA, MIS systems.
- Experience/ability in organizing training, activities, and sales promotion.
- Teamwork skills.
- Excellent presentation and communication skills (both internal and external).
- Organizational, management, and sales promotion skills for individual customers.
- Relationship building and development skills.
- Training, mentoring skills and motivational skills.
- Language proficiency: Minimum TOEFL-IBT 78, IELTS 6.0, TOEIC 690, or equivalent certifications according to the organizational standards.
- Pleasant appearance, cheerful demeanor (male: minimum height 1.7m; female: minimum height 1.6m).

**Benefits**:

- Competitive salary based on experience and skills.
- Performance bonuses and annual rewards.
- 23 paid leave days including annual and public holidays.
- Benefits: social, health, and unemployment insurance.
- Annual health check-ups provided.
- Additional allowances for lunch and communication.
- Opportunities for training and workshops, both domestic and international,

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