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.

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.