First Vice President, Preferred Banking Team Manager 1 TH

• Manage business relationship with Privilege Banking clients and offer professional financial advice; customer service to achieve high level of customer satisfaction and retention (AUM more than 50 MB)
• Design financial strategies, investment and portfolio model plans for individual customer
• Build customer's wealth through Privilege Banking products
• Review and response to customers changing needs and financial circumstances, associated risk and providing customers with information on new and existing products and services
• Closely performs credit monitoring in compliance with the bank's policies or guidance
• Coordinate with related departments in marketing and servicing the customers to achieve sale volume and revenue target

CIMB