Wealth RM - VIP Customer - Dist 1 - Dist 10
Mức lương: Thỏa thuận
Đã hết hạn nộp hồ sơ - 99 lượt xem
Ngày cập nhật: 10/05/2019
Thông Tin Tuyển Dụng
Mô tả công việc
We are looking for some Wealth RMs who take care and develop business with individual VIP customer.
Objective:
The RM acts as the primary gateway to the bank’s products and services by managing the customer relationship with the bank. The RM will develop a deep understanding of customer needs and provide solutions on this basis. By doing so the RM will generate revenue for the bank and continue to grow the size of the portfolio through increasing share of wallet with existing customers and acquire new ones.
Working Relationship:
Internal: All internal depts
External: Customers, other banks and associations
Duties and responsibilities:
Financial:
• 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
Customer:
• 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
Process:
• 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
People:
• 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.
Risk/compliance/behaviors:
Ensure compliance with internal & external regulations.
Objective:
The RM acts as the primary gateway to the bank’s products and services by managing the customer relationship with the bank. The RM will develop a deep understanding of customer needs and provide solutions on this basis. By doing so the RM will generate revenue for the bank and continue to grow the size of the portfolio through increasing share of wallet with existing customers and acquire new ones.
Working Relationship:
Internal: All internal depts
External: Customers, other banks and associations
Duties and responsibilities:
Financial:
• 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
Customer:
• 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
Process:
• 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
People:
• 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.
Risk/compliance/behaviors:
Ensure compliance with internal & external regulations.
Yêu cầu ứng viên
Bachelor of Economics or relevant field
At least 2 years in sales experience in the financial services industry.
- Properly certified in all necessary certification
- Adequate knowledge in investment and wealth management product
- Good client engagement ability
- Delivering superior customer service
- Result-oriented
- Teamwork, treat people with respect
- Interpersonal skills
- Problem Solving/Analytical Thinking
- Self motivation
- Work under pressure
Fluent English
At least 2 years in sales experience in the financial services industry.
- Properly certified in all necessary certification
- Adequate knowledge in investment and wealth management product
- Good client engagement ability
- Delivering superior customer service
- Result-oriented
- Teamwork, treat people with respect
- Interpersonal skills
- Problem Solving/Analytical Thinking
- Self motivation
- Work under pressure
Fluent English
Quyền lợi được hưởng
- Korea
Cách thức ứng tuyển
Hồ sơ theo yêu cầu của nhà tuyển dụng khi liên hệ trực tiếp
Giới thiệu về công ty
SHINHAN BANK VIETNAM
Empress Tower, 138-142 Hai Ba Trung Street, Da Kao Ward, District 1, HCMC
Người liên hệ: HR Department
Empress Tower, 138-142 Hai Ba Trung Street, Da Kao Ward, District 1, HCMC
Người liên hệ: HR Department
Shinhan Bank is one of the leaders in Korean financial institutes with more than 100 years of traditional prestige. We have more than 1,000 inbound branches and the largest customer base in Korea, and 150 networks in 20 countries. We were the pioneer in Vietnamese potential market by establishing Shinhan ...Chi tiết
Shinhan Bank is one of the leaders in Korean financial institutes with more than 100 years of traditional prestige. We have more than 1,000 inbound branches and the largest customer base in Korea, and 150 networks in 20 countries. We were the pioneer in Vietnamese potential market by establishing Shinhan Bank Representative Office in 1993. Two years later, we opened Shinhan Bank Hochiminh Branch. Our big milestone was marked in Nov 2009 with the opening of the first 100% foreign owned bank, named Shinhan Vietnam Bank. November 2011, Shinhan Vietnam Bank merged & acquainted Shinhan Vina Bank to become Shinhan Bank Viet Nam. The Head Office is located in Ho Chi Minh city, and 30 branches are in Ho Chi Minh, Ha Noi, Bac Ninh, Dong Nai and Binh Duong, Hai Phong, Thai Nguyen, Vinh Phuc. If you desire to build an extraordinary career with Shinhan Bank Viet Nam and believe that you can make a difference, we invite you to submit your application for the following post: Ẩn chi tiết
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SHINHAN BANK VIETNAM
Địa chỉ: Empress Tower, 138-142 Hai Ba Trung Street, Da Kao Ward, District 1, HCMC
Quy mô: 1.000-4.999 nhân viên
Việc làm tương tự
Wealth RM - VIP Customer - Dist 1 - Dist 10
Mức lương: Thỏa thuận | Hạn nộp hồ sơ: Đã hết hạn nộp hồ sơ