[LE Thai To Branch] Wealth Relationship Manager- Chuyên Viên Quan Hệ Khách Hàng Ưu Tiên

• Meet assigned sales revenue targets 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 target through new assets from existing as well as new customers
• 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 the average number of products held by each client under portfolio in ensuring customer’s financial and investment objectives are met
• Adhere to Bank’s compliance policy and ensure all transactions (sales/nonsales 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
• Ensure personal development is in place and executed as agreed with the line manager
• Active participant in all team meetings, clients’ events, and internal platform functions. Knowledge and success sharing with the team

Social insurance & Health care insurance
Training and Development

Cập nhật gần nhất lúc: 2025-12-17 18:55:03