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Job Benefit

  • Laptop
  • Insurance
  • Travel opportunities
  • Allowances
  • Incentive bonus
  • Health checkup
  • Training & Development
  • Salary review
  • Business Expense
  • Annual Leave

Job Description

  • Support RM withoperational tasks in the process of providing products and services to Private customers, complyingwith VPBank's processes, instructions and standards
  • Receive customer's request information and registration documents to use products, services/service support from RM
  • Support identifyingcustomer needs and refer to RM for consulting and handling
  • Carry out professional steps according to the process to identify,upgrade/downgrade/remove/renew/... customer's membership class; Manage and store T&C records
  • Completedocuments for new credit card issuance/re-issuance due to expiration; push card issuance requests to Card Operations, monitor implementation progress and proactively update information for RM
  • Support tocomplete customer's investment account opening documents to transfer to the unit in charge, enter data to operate on the system, monitor implementation progress and proactively update information for RM.
  • Support operations related to savings books, or other sales productsfor Private customers according to VPBank regulations.
  • Perform other tasks to support RM in the process of providing and supporting after-sale of products and services to customers.
  • Participate in the preparation and implementation of programs and events promoting the unit's specialized services
  • Assist in preparing gifts and publications for customers on holidays, birthdays, anniversaries, etc…
  • Perform other related tasks as requested by Managers
  • Monitor and implement management reports for the unit's/RM's Private Customer portfolioaccording to actual needs.
  • Support RM to perform and provide financial analysis reports to customers such as periodic asset and credit analysis reports, reviewing financial needs according to customer's life-stage or event-trigger
  • Support managing customer information in the catalog, customer KYC,entering KYC data into the system, updating birthday and anniversary information
  • Ensure that customer information and transactions are recorded and processed on the systemaccurately and ly
  • Coordinate closely with customer service and relateddepartments to support RM in preparing all documents and transaction documents for customers
  • Fullyparticipate in internal training/coaching programs or implemented by the Head Office
  • Participate in meetings, report and comply with sales implementation activities at the unit according to the direction of direct managers
  • Embracing new processes and product initiatives; Supporting event and marketing activities apply for clients.
  • Comply with bank and legal regulatory requirements; ensure complete call reports and documentations at request.

Job Requirement

1. Educational Qualifications

  • University degreeor higher degree in one of the following majors: Banking, finance, business administration, investment,insurance, real estate, securities or other related majors
  • Candidates who have graduated from abroad and haveexperience in supporting RM of priority customer and ultra/high-net-worth customer will be stronglypreferred

2. Relevant Knowledge/ Expertise

  • Possesses knowledge inthe fields of finance, banking, market economy, investment, insurance, real estate, securities, financialmarkets... and related legal principles and regulations knowledge
  • Understanding of financial - banking products and services, specializedservices for priority customers and priority/HNW/UHNW individual customers

3. Skills

  • Good inter-personal skills, open and approachable
  • Good in caring priority/HNW/UHNW customer andbuilding relationships
  • Ability to organize, manage workeffectively, and solve problems well
  • Good at office information technology

4. Relevant Experience

  • Have atleast 3-5 years of experience in banking, finance, high-end real estate, investment, etc… or seniorcustomer service positions in the Real Estate, Securities, Automotive, Hospitality industries
  • At least 02 years of experience managing and serving priority/HNW/UHNW individuals customers in thefields of finance/banking/investment/insurance/travel/hotel/real estate/stock/financial investment, etc…

5. Required Competencies

  • Understanding of products and services forpriority/HNW/UHNW customers
  • Have good understanding of investment products, financial markets, insurance, real estate, corporate finance and governance, etc…
  • Have good attitude and understanding ofpriority/HNW/UHNW customers
  • Always behonest, supportive and create trust with leaders, customers and colleagues
  • Able to work independently and in groups
  • Have a customer servicemindset. Love customer care activities
  • Be responsible, highlycommitted, meticulous and detailed in all customer care activities

Hướng dẫn ứng tuyển

Bước 1: Điền vào Mẫu thông tin ứng viên VPBank, tải mẫu tại đây,
Bước 2: Chọn nút "Ứng tuyển" bên trên và làm theo hướng dẫn.
Bước 3: Sau khi hoàn tất bước ứng tuyển, nếu đã ứng tuyển thành công, Bạn sẽ nhận được Thư xác nhận ứng tuyển thành công từ VPBank. Vui lòng đọc email để nắm các thông tin hướng dẫn tuyển dụng tại VPBank. (Lưu ý: Ứng viên có thể Ứng tuyển bằng CV cá nhân)

Chúc Bạn Sức khỏe và Thành công.

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