Achieve agreed financial targets by development of existing and new relationships.
Promoting our Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate
Managing the total wealth of your clients by matching our financial and investment product solutions to their financial needs
Promoting our Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate
Supporting branch improvement initiatives, providing customer feedback of our service and ensuring compliance with audit requirements and quality assurance
Qualifications
To be successful in the role, you should meet the following requirements:
Bachelor's degree or relevant experience
Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent.
Capabilities in introducing insurance and investment products.
Relationship management experience with high net worth clients'
Strong technical skills, strong communication, client focus and influencing skills in wealth management.
Strong sales orientation, networking and portfolio management skills
Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.
Able to communicate well in English and Vietnamese
Skills
Functions
Toàn thời gian
Company
13 active jobs
Tòa nhà Metropolitan, 235 Đồng Khởi, Phường Bến Nghé, Quận 1, Thành phố Hồ Chí Minh
Industry:
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