Priority Relationship Manager
Ho Chi Minh City, Vietnam
The Priority Relationship Manager is responsible for acquiring, developing, and managing relationships with high-net-worth clients, providing personalized financial services, investment advice, and product solutions to ensure the long-term success and satisfaction of these clients.Proactively identify and acquire new high-net-worth clients by leveraging the bank’s network, marketing campaigns, and referrals.Build and maintain long-term relationships with existing priority customers, offering tailored financial solutions to meet their needs.Provide investment advisory services, including portfolio management, retirement planning, and estate planning.Offer high-value products like premium savings accounts, fixed deposits, mutual funds, insurance plans, and other banking solutions.Conduct regular portfolio reviews with clients and provide updates based on market trends and changes in client needs.Cross-sell other financial products and services like loans, credit cards, or investment products to enhance client relationships and meet their financial goals.Collaborate with product teams to create customized solutions for priority clients.Ensure high levels of client satisfaction through exceptional service, quick issue resolution, and continuous relationship management.Organize exclusive events, seminars, and meetups to engage priority clients and provide value-added services.Provide insights and updates on new products, services, and market trends to keep clients informed.Ensure all client interactions comply with internal policies, legal requirements, and industry regulations.Manage and monitor risk profiles of the clients and propose appropriate solutions to mitigate financial risks.Keep up-to-date with the latest market trends, economic conditions, and competitors’ products to provide clients with informed recommendations.Leverage market intelligence to identify business opportunities within the affluent segment.