Bảo hiểm Dai-ichi Life Việt Nam ★ 3.9

Mô tả Công việc

• 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.

Yêu Cầu Công Việc

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