• Updating the procedure and policy of Products (Bond, Deposit, Money Market, Insurances…) • Perform as primary liaison to Product Development, Operations, Accountants and various departments as required• Coordinate with team members to assure on time completion of proposals.• Perform with Head of Prestige Wealth Management to prepare and execute detailed tactics, metric, systems and action plans.• Ensure to grow and assist revenue targets along with future growth… Show more • Updating the procedure and policy of Products (Bond, Deposit, Money Market, Insurances…) • Perform as primary liaison to Product Development, Operations, Accountants and various departments as required• Coordinate with team members to assure on time completion of proposals.• Perform with Head of Prestige Wealth Management to prepare and execute detailed tactics, metric, systems and action plans.• Ensure to grow and assist revenue targets along with future growth targets.• Support sales, marketing as well as customer service.• Develop standard presentations, sales support materials and case studies. Show less

- Customer Service: primary responsibility to ensure that clients and their transactions are serviced with the highest degree of integrity, efficiency and care.- Handle client’s inquiries and refer clients to proper service- Manage and support Clients' banking transactions, product applications- Wealth Advisor/Support: assist the Wealth Advisor who acts as primary relationship manager to clients and assist in execution of transactions, reviewing and following up on… Show more - Customer Service: primary responsibility to ensure that clients and their transactions are serviced with the highest degree of integrity, efficiency and care.- Handle client’s inquiries and refer clients to proper service- Manage and support Clients' banking transactions, product applications- Wealth Advisor/Support: assist the Wealth Advisor who acts as primary relationship manager to clients and assist in execution of transactions, reviewing and following up on documentation, providing sales and marketing support in terms of supporting effective communication that assists in maximizingprofitability, enhancing penetration rate and cross sell of products and services.- Develop cooperation procedure between us (a wealth management organization and banking partners): compose and monitor the guidelines and procedures adherence ...- Operations: follow proper procedures and operational workflow; rely on infrastructure, systems and methodology to support client transactions and product sales- Customer Experience: establish, monitor and maintain service delivery standards to facilitate the highest level of customer experience. Continually strive to understand needs, lifestyles of affluent and to support in providing pro-active solutions that best address those needs. Show less

In charge of administrative and management related tasks to support advisory team (includes partners, directors, managers and team members) in daily operation at works • Managing Client Database (Client code, Job code, Billing)• Responsible in managing diaries, travelling arrangements, phone calls, timesheets, reports, leave applications and claims• Prepare both business and personal expense and ensuring all the supporting documents attached and make copy of all the submitted… Show more In charge of administrative and management related tasks to support advisory team (includes partners, directors, managers and team members) in daily operation at works • Managing Client Database (Client code, Job code, Billing)• Responsible in managing diaries, travelling arrangements, phone calls, timesheets, reports, leave applications and claims• Prepare both business and personal expense and ensuring all the supporting documents attached and make copy of all the submitted expenses for follow up• Perform filing management. This includes but not limited to maintaining confidential records and filing of reports, correspondence, statistics and related material for ease of retrieval.• Implementing and maintaining, procedures/administrative systems• Using a variety of software packages and managing database.• Arranging internal and external meetings and/or events, seminars as requested.• Preparing & managing correspondence reports & documents• Translating the documents, business contracts letters, emails. Supporting teams for the bidding projects if have• Other ad-hoc work Show less

• Security door card and taxi card management for over 400 staff• Resolving the problems about broken or lost door card, taxi card, the bad signal of the mobiles, etc.• Office stamp keeper/stamp documents & FS• Legal documents support for bidding/proposal if request• Managing stationary, business cards, photocopier toner cartridge• Handling the miscellaneous (tea, coffee, lemons, milk, condensed milk, instant noodles, Friday refreshments, tissue papers, mineral water)… Show more • Security door card and taxi card management for over 400 staff• Resolving the problems about broken or lost door card, taxi card, the bad signal of the mobiles, etc.• Office stamp keeper/stamp documents & FS• Legal documents support for bidding/proposal if request• Managing stationary, business cards, photocopier toner cartridge• Handling the miscellaneous (tea, coffee, lemons, milk, condensed milk, instant noodles, Friday refreshments, tissue papers, mineral water) expense of the firm• Motorbikes parking expense report monthly • Ip phone, Mobifone, Viettel, Vinaphone and VNPT,VDC, SCTV expense report monthly• Maintaining the condition of the office and arranging for necessary repairs• Monitor and maintain office supplies inventory• Ensuring that there is adequate supply of stationery and equipment.• Back up admin staff (document controller & receptionist) Show less

• Setting up rooms and preparing document for a meeting, an appointment or a training course • Supporting to technicians according to their request • Booking hotel rooms and taxi for business trip • Managing incoming and outgoing documents and envelop• Receiving phone calls and taking message• Calling to customers for short interview about the services. • Welcoming guests• Ordering and managing stationery• Managing the all facilities• Purchasing some… Show more • Setting up rooms and preparing document for a meeting, an appointment or a training course • Supporting to technicians according to their request • Booking hotel rooms and taxi for business trip • Managing incoming and outgoing documents and envelop• Receiving phone calls and taking message• Calling to customers for short interview about the services. • Welcoming guests• Ordering and managing stationery• Managing the all facilities• Purchasing some facilities, equipment, tools, and other things which are required or necessary• Translating some HSE documents and then updating into bulletin and network system Show less

• Making the quotations and reporting the monthly turnover• Receiving the phone from potential customers • Describing the benefits and special features of the product • Persuading and negotiating with customers • Taking order from customer and following up the progress of delivering• Managing debtors