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Privilege Relationship Manager

group c-level
Ho Chi Minh, Vietnam
2-5 Years
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  • Posted 4 months ago
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Job Description

Key Responsibilities
  • Manage and grow a portfolio of Privilege / HNW clients in accordance with the bank's service standards.
  • Build and maintain long-term relationships by providing tailored financial advice and premium customer experience.
  • Identify clients financial needs and cross-sell appropriate banking products and services, including deposits, loans, wealth management, insurance, and investment products.
  • Actively acquire new Privilege clients through referrals, networking, and internal leads.
  • Ensure compliance with internal policies, regulatory requirements, and KYC/AML standards.
  • Monitor client portfolios, market trends, and proactively provide timely financial solutions.
  • Handle client inquiries, complaints, and service issues professionally and promptly.
  • Collaborate closely with internal teams (Wealth, Credit, Operations, Compliance) to deliver end-to-end solutions for clients.
Requirements
  • Bachelor's degree in Finance, Banking, Business Administration, or related fields.
  • Minimum 2–5 years of experience in Relationship Management, Priority/Privilege Banking, or Wealth Management.
  • Strong knowledge of retail banking products, wealth management, and financial planning.
  • Proven ability to manage HNW clients and achieve sales targets.
  • Excellent communication, relationship-building, and negotiation skills.
  • Customer-centric mindset with strong problem-solving ability.
  • Good command of English (spoken and written).
  • Professional certifications (e.g. CFP, CFA – advantage).

    • More Info

    Job Type:
    Permanent Job
    Industry:
    Other
    Function:
    Banking
    Employment Type:
    Full time

    About Company

    group c-level

    Job ID: 137854963

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    Last Updated: 06-05-2026 11:54:42 AM
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