Mô tả công việc:
(Mức lương: Thỏa thuận) Relationship Management (RM) Research and analyze relationship management processes in retail banking, priority banking, and private banking.
- Study customer onboarding, Know Your Customer (KYC), customer profiling, and relationship lifecycle management.
- Understand customer segmentation, including mass affluent, affluent, and High-Net-Worth Individuals (HNWI).
- Research customer portfolio monitoring, relationship manager workflows, and customer engagement strategies.
- Support the analysis of CRM functionalities, customer dashboards, customer interactions, and relationship management tools.
- Assist in documenting business requirements for digital solutions supporting relationship managers.
Wealth Management & Investment Advisory Research wealth management services, financial advisory processes, and investment management practices.
- Develop an understanding of financial and investment products, including equities, bonds, mutual funds, ETFs, and structured products.
- Study investment suitability assessments, risk profiling, asset allocation, and portfolio diversification.
- Support the analysis of Assets Under Management (AUM), portfolio performance, and investment reporting.
- Research financial planning, investment recommendations, and portfolio rebalancing workflows.
- Assist in preparing business process flows and functional documentation for wealth management platforms.
Business Analysis & Product Development Support Collaborate with Business Analysts and development teams to understand RM and wealth management requirements.
- Assist in preparing business process diagrams, user stories, use cases, and functional specifications.
- Support analysis of digital wealth management platforms, RM dashboards, and financial advisory applications.
- Conduct market research and competitor analysis of banking, CRM, and wealth management solutions.
- Prepare research reports, product comparisons, and presentations for internal discussions.
Software Testing & Business Validation Support functional testing of relationship management and wealth management applications.
- Assist in preparing test scenarios based on financial and banking business workflows.
- Validate customer data, portfolio information, investment calculations, and financial reporting functionality.
- Work with QA and development teams to identify issues and clarify business requirements.
- Participate in User Acceptance Testing (UAT) when required.
Chức vụ: Thực Tập Sinh
Hình thức làm việc: Toàn thời gian
Quyền lợi được hưởng:
- Real-World Fintech Experience: Gain exposure to technology solutions supporting relationship managers, wealth advisors, banks, and financial institutions.
- Financial Domain Development: Develop practical knowledge of customer relationship management, investment products, financial advisory workflows, and wealth management operations.
- Professional Mentorship: Receive guidance from experienced Business Analysts, software engineers, and financial domain specialists.
- Business Analysis Experience: Build practical skills in business process analysis, requirements documentation, and functional testing.
- Technical Exposure: Learn how financial business requirements are translated into digital banking and wealth management applications.
- Professional Environment: Work with cross-functional teams in a professional software development environment.
- Career Development: Potential consideration for future full-time positions based on performance and business needs.
- University Internship Support: Internship evaluation and documentation support based on applicable company policies.
Working Location: TMA Building, Quang Trung Software City, Trung My Tay Ward, Ho Chi Minh City
Yêu cầu bằng cấp (tối thiểu): Đại Học
Yêu cầu công việc:
Education Third-year, fourth-year, or final-year university students majoring in:
- Finance and Banking
- Financial Technology (Fintech)
- Investment and Securities
- Financial Management
- Economics or related disciplines
- Students from Ho Chi Minh University of Banking (HUB) and other universities offering relevant programs are encouraged to apply.
Banking & Relationship Management Knowledge Basic understanding of banking products and services.
- Familiarity with customer relationship management concepts and customer lifecycle processes.
- General knowledge of retail banking, priority banking, or private banking.
- Interest in customer profiling, financial needs analysis, and relationship management practices.
- Awareness of KYC, Anti-Money Laundering (AML), and customer data confidentiality principles is an advantage.
Wealth Management & Investment Knowledge Basic understanding of financial markets and investment products.
- Familiarity with fundamental investment concepts such as:
- Risk and return
- Asset allocation and diversification
- Investment portfolios
- Portfolio performance
- Assets Under Management (AUM)
- Interest in investment advisory, financial planning, and wealth management services.
- Understanding of investment suitability, risk profiling, or portfolio rebalancing is a plus.
Technical & Analytical Skills Strong analytical thinking and problem-solving skills.
- Proficiency in Microsoft Excel, Word, and PowerPoint.
- Ability to research, analyze, and document business processes.
- Basic familiarity with CRM systems, financial applications, or digital banking platforms is an advantage.
- Knowledge of SQL, Python, Power BI, or other data analysis tools is a plus.
- Basic understanding of software development, business analysis, or software testing is beneficial but not mandatory.
English & Soft Skills Good English reading and writing skills, particularly for financial and technical documentation.
- Good communication, teamwork, and presentation skills.
- Strong attention to detail, ownership, and willingness to learn.
- Ability to conduct independent research and communicate findings clearly.
- Interest in working at the intersection of financial services and technology.
Yêu cầu giới tính: Nam/Nữ
Ngành nghề: Ngân Hàng
Đại Học
Dưới 1 năm
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