Senior Non-Bank Financial Institution (NBFI) Relationship Manager
Mô tả công việc
• Building and managing the Non-Bank Financial Institution (NBFI) portfolio.
• Customer/prospect marketing visits to identify the market needs and expectations.
• Participating in the development of products and services meeting these needs and expectations.
• Answering to customers KYC process.
• Identify potential extensions to additional customer segments.
Key Responsibilities
• Develop annual business plans for the NBFI portfolio in alignment with the objectives, strategy of BPCE IOM.
• Develop the portfolio by prospecting potential customers in the market and offering suitable banking services to the existing customers.
• Manage a NBFI customer accounts covering the following activities:
- Account and payment transaction.
- Managing the CASA and term deposits.
- Managing forex and derivative transactions.
- Managing others task related to the target customers.
• Assist in KYC and client on-boarding process.
• Prepare limit proposals in accordance with delegated authority.
• Prepare various reports for management review.
Yêu cầu công việc
• Knowledge and Expertise:
- Good knowledge of NBFI clients and Treasury products and services.
- Familiarity with the general banking operations and its legal and regulatory requirements.
- Knowledge in financial analysis / credit analysis.
• Skills and Competencies:
- Excellent relationship management and communication skills.
- Target-driven and results-oriented approach.
- Good level in English (writing and speaking skills). French is a surplus.
- Active, responsible, team-work spirit.
Experience/ Qualification and Education
• Education:
- Bachelor’s degree or higher in Banking, Finance, Economics, or a related field.
• Experience:
- Minimum 3–5 years of experience in Banking sector.
- At least 2 years of experience working with NBFI.
- Hands-on experience in banking processes and compliance with regulatory standards.
Phân tích mức độ cạnh tranh
VietnamWorks AI
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Giá
29.000đ / lượt
Các phúc lợi dành cho bạn
Thưởng
• Pension fund program helps Employee plan the long-term financial security
• Performance Bonus and annual salary review.
Chăm sóc sức khoẻ
• Health care program and Personal Accident Insurance.
Khác
• Meal allowance.
• Comprehensive Training and Development Policy.
Thông tin việc làm
12/11/2025
Nhân viên
Ngân Hàng & Dịch Vụ Tài Chính > Quản Lý Quan Hệ Khách Hàng
Relationship Management, Financial Analyst, Banking Regulation, Treasury Products, Clients Networking
Ngân hàng
Tiếng Anh
3
Không hiển thị
Địa điểm làm việc
16th Floor, Pearl 5 Building, No.5 Le Quy Don Street, Vo Thi Sau Ward, District 3, HCMC, Vietnam
16th Floor, Pearl 5 Building, 5 Le Quy Don Street, Vo Thi Sau Ward, District 3, HCMC
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