7 Wealth Management jobs in Vietnam
Portfolio Management Manager
Hanoi, Hanoi
Talentnet
Posted today
Job Viewed
Job Description
Financial Services
**RESPONSIBILITIES**:
This is both a strategic and hands on position, responsible for helping MetLife Vietnam to achieve its enterprise goal. The role will drive overall Portfolio Management and retention across all channels.
The role will collaborate across business, customer experience, actuarial, strategy, and operations partners:
- Own and manage the Persistency Management Framework for the organization.
- Planning, strategizing and implementation of various action plans for improving persistency, renewal collection and retention including Lapse, Surrender & Reinstatement for Bancas and Agency channels.
- Responsible for achieving persistency targets as defined by Enterprise, by creating internal targets for distribution team and disseminating the same across regions and zones
- To Work closely with Branch, Sales head across all channels to drive Persistency, Lapse, surrender program and validating the same through periodic review and customer council forums
- Identify opportunities to improve renewal collections means through alternate modes of collection & data enrichment through innovative
- Design and launch different retention offer to improve Persistency, reduce lapse, and surrender in collaboration with distribution, operation, and marketing team
- Manage Portfolio Management team activities & outbound call center team to improve persistency as per scope of work, SLA etc. and trigger necessary improvements.
- Build Customer Segmentation and develop Retention model for improving premium renewals.
- Set up MIS and Persistency performance reports for all stakeholders including Management team
- Monitor and analyze performance reports such as Agency wise Persistency drop out rate, to ensure that targets set for all are met
- To develop competency of the Portfolio Management team members by regular review and training need identification.
- Work in other projects assign by Line Manager
- Lead the discussion and initiatives across departments for achieving milestones and goals under the BML Persistency Framework.
**REQUIREMENTS**:
- Bachelor’s (4 years) / Master’s degree in any discipline from reputed public or private university
- At least 5 years direct experience in Persistency / Renewals / Customer Retention Department in Vietnam market
- Current/Recent KPIs linked to contact-center operations for persistency/customer retention
- Experience in analyzing and interpreting a mix of qualitative and quantitative data, constructing compelling narratives, and providing recommendations.
- Analytical, metrics-driven, and obsessed with customer feedback
- Must have “Can do” attitude while customers matter most
- Strong sense of ownership, accountability, and pride for their work
- Excited about changing an organization and being part of a strong team
- Excellent communication skills, including verbal, written, & PowerPoint
- Excellent interpersonal and relationship management skills - ability to collaborate and be a team player with a high level of empathy
- Market research, consumer insights, and international experience a plus
- Skilled at Data handling and data analytics
- Knowledge and understanding of technical definitions of 13th month, 25th month Persistency.
**For more information, please contact**:
- Mr. Nguyen Hoang Tu (84) 24 3936 7618 - Ext: 102
**RESPONSIBILITIES**:
This is both a strategic and hands on position, responsible for helping MetLife Vietnam to achieve its enterprise goal. The role will drive overall Portfolio Management and retention across all channels.
The role will collaborate across business, customer experience, actuarial, strategy, and operations partners:
- Own and manage the Persistency Management Framework for the organization.
- Planning, strategizing and implementation of various action plans for improving persistency, renewal collection and retention including Lapse, Surrender & Reinstatement for Bancas and Agency channels.
- Responsible for achieving persistency targets as defined by Enterprise, by creating internal targets for distribution team and disseminating the same across regions and zones
- To Work closely with Branch, Sales head across all channels to drive Persistency, Lapse, surrender program and validating the same through periodic review and customer council forums
- Identify opportunities to improve renewal collections means through alternate modes of collection & data enrichment through innovative
- Design and launch different retention offer to improve Persistency, reduce lapse, and surrender in collaboration with distribution, operation, and marketing team
- Manage Portfolio Management team activities & outbound call center team to improve persistency as per scope of work, SLA etc. and trigger necessary improvements.
- Build Customer Segmentation and develop Retention model for improving premium renewals.
- Set up MIS and Persistency performance reports for all stakeholders including Management team
- Monitor and analyze performance reports such as Agency wise Persistency drop out rate, to ensure that targets set for all are met
- To develop competency of the Portfolio Management team members by regular review and training need identification.
- Work in other projects assign by Line Manager
- Lead the discussion and initiatives across departments for achieving milestones and goals under the BML Persistency Framework.
**REQUIREMENTS**:
- Bachelor’s (4 years) / Master’s degree in any discipline from reputed public or private university
- At least 5 years direct experience in Persistency / Renewals / Customer Retention Department in Vietnam market
- Current/Recent KPIs linked to contact-center operations for persistency/customer retention
- Experience in analyzing and interpreting a mix of qualitative and quantitative data, constructing compelling narratives, and providing recommendations.
- Analytical, metrics-driven, and obsessed with customer feedback
- Must have “Can do” attitude while customers matter most
- Strong sense of ownership, accountability, and pride for their work
- Excited about changing an organization and being part of a strong team
- Excellent communication skills, including verbal, written, & PowerPoint
- Excellent interpersonal and relationship management skills - ability to collaborate and be a team player with a high level of empathy
- Market research, consumer insights, and international experience a plus
- Skilled at Data handling and data analytics
- Knowledge and understanding of technical definitions of 13th month, 25th month Persistency.
**For more information, please contact**:
- Mr. Nguyen Hoang Tu (84) 24 3936 7618 - Ext: 102
This advertiser has chosen not to accept applicants from your region.
0
Data Scientist - Portfolio Management
700000 Ho Chi Minh, Ho Chi Minh
Trusting Social
Posted 22 days ago
Job Viewed
Job Description
Responsibilities
The ideal candidate will have a passion for utilizing data and analytics to optimize portfolio performance. The successful candidate will be responsible for analyzing large datasets, developing predictive models, and generating actionable insights for credit card portfolio management.
- Developing and implementing credit risk models and analytical tools to assess portfolio performance, credit risk, and profitability. li>Analyzing and interpreting data to identify trends, patterns, and insights that drive portfolio management decisions.
- Conducting ad-hoc analysis and data mining to support portfolio optimization and strategy development.
- Collaborating with business stakeholders to understand their needs and requirements, and to develop and implement solutions that meet their needs.
- Creating and maintaining reports and dashboards that provide insights into portfolio performance and key performance indicators (KPIs).
- Designing and conducting A/B tests to evaluate the impact of new portfolio strategies and tactics.
- Maintaining up-to-date knowledge of industry trends, best practices, and regulatory requirements related to credit card portfolio management.
- Communicating complex analytical findings and recommendations to non-technical stakeholders, including senior management.
- Mentoring and coaching junior analysts and data scientists on the team.
- Partnering with data engineers and other technical teams to ensure data quality, availability, and scalability.
- Conducting competitive research to stay informed of market trends, customer preferences, and emerging technologies that may impact the credit card portfolio.
- Perform highly complex activities related to financial products, business analysis, and build dashboards for portfolio monitoring.
- Utilize statistical and machine learning techniques to identify patterns and trends in financial data
- Develop and implement data-driven investment strategies that optimize portfolio performance
This advertiser has chosen not to accept applicants from your region.
1
Data Scientist - Portfolio Management
700000 Ho Chi Minh, Ho Chi Minh
Trusting Social
Posted 22 days ago
Job Viewed
Job Description
Responsibilities
The ideal candidate will have a passion for utilizing data and analytics to optimize portfolio performance. The successful candidate will be responsible for analyzing large datasets, developing predictive models, and generating actionable insights for credit card portfolio management.
- Developing and implementing credit risk models and analytical tools to assess portfolio performance, credit risk, and profitability.
- Analyzing and interpreting data to identify trends, patterns, and insights that drive portfolio management decisions.
- Conducting ad-hoc analysis and data mining to support portfolio optimization and strategy development.
- Collaborating with business stakeholders to understand their needs and requirements, and to develop and implement solutions that meet their needs.
- Creating and maintaining reports and dashboards that provide insights into portfolio performance and key performance indicators (KPIs).
- Designing and conducting A/B tests to evaluate the impact of new portfolio strategies and tactics.
- Maintaining up-to-date knowledge of industry trends, best practices, and regulatory requirements related to credit card portfolio management.
- Communicating complex analytical findings and recommendations to non-technical stakeholders, including senior management.
- Mentoring and coaching junior analysts and data scientists on the team.
- Partnering with data engineers and other technical teams to ensure data quality, availability, and scalability.
- Conducting competitive research to stay informed of market trends, customer preferences, and emerging technologies that may impact the credit card portfolio.
- Perform highly complex activities related to financial products, business analysis, and build dashboards for portfolio monitoring.
- Utilize statistical and machine learning techniques to identify patterns and trends in financial data
- Develop and implement data-driven investment strategies that optimize portfolio performance
This advertiser has chosen not to accept applicants from your region.
2
Data Scientist - Portfolio Management
700000 Ho Chi Minh, Ho Chi Minh
Trusting Social
Posted 6 days ago
Job Viewed
Job Description
Responsibilities
The ideal candidate will have a passion for utilizing data and analytics to optimize portfolio performance. The successful candidate will be responsible for analyzing large datasets, developing predictive models, and generating actionable insights for credit card portfolio management.
- Developing and implementing credit risk models and analytical tools to assess portfolio performance, credit risk, and profitability. li>Analyzing and interpreting data to identify trends, patterns, and insights that drive portfolio management decisions.
- Conducting ad-hoc analysis and data mining to support portfolio optimization and strategy development.
- Collaborating with business stakeholders to understand their needs and requirements, and to develop and implement solutions that meet their needs.
- Creating and maintaining reports and dashboards that provide insights into portfolio performance and key performance indicators (KPIs).
- Designing and conducting A/B tests to evaluate the impact of new portfolio strategies and tactics.
- Maintaining up-to-date knowledge of industry trends, best practices, and regulatory requirements related to credit card portfolio management.
- Communicating complex analytical findings and recommendations to non-technical stakeholders, including senior management.
- Mentoring and coaching junior analysts and data scientists on the team.
- Partnering with data engineers and other technical teams to ensure data quality, availability, and scalability.
- Conducting competitive research to stay informed of market trends, customer preferences, and emerging technologies that may impact the credit card portfolio.
- Perform highly complex activities related to financial products, business analysis, and build dashboards for portfolio monitoring.
- Utilize statistical and machine learning techniques to identify patterns and trends in financial data
- Develop and implement data-driven investment strategies that optimize portfolio performance
This advertiser has chosen not to accept applicants from your region.
3
Data Scientist - Portfolio Management
700000 Ho Chi Minh, Ho Chi Minh
Trusting Social
Posted 6 days ago
Job Viewed
Job Description
Responsibilities
The ideal candidate will have a passion for utilizing data and analytics to optimize portfolio performance. The successful candidate will be responsible for analyzing large datasets, developing predictive models, and generating actionable insights for credit card portfolio management.
- Developing and implementing credit risk models and analytical tools to assess portfolio performance, credit risk, and profitability. li>Analyzing and interpreting data to identify trends, patterns, and insights that drive portfolio management decisions.
- Conducting ad-hoc analysis and data mining to support portfolio optimization and strategy development.
- Collaborating with business stakeholders to understand their needs and requirements, and to develop and implement solutions that meet their needs.
- Creating and maintaining reports and dashboards that provide insights into portfolio performance and key performance indicators (KPIs).
- Designing and conducting A/B tests to evaluate the impact of new portfolio strategies and tactics.
- Maintaining up-to-date knowledge of industry trends, best practices, and regulatory requirements related to credit card portfolio management.
- Communicating complex analytical findings and recommendations to non-technical stakeholders, including senior management.
- Mentoring and coaching junior analysts and data scientists on the team.
- Partnering with data engineers and other technical teams to ensure data quality, availability, and scalability.
- Conducting competitive research to stay informed of market trends, customer preferences, and emerging technologies that may impact the credit card portfolio.
- Perform highly complex activities related to financial products, business analysis, and build dashboards for portfolio monitoring.
- Utilize statistical and machine learning techniques to identify patterns and trends in financial data
- Develop and implement data-driven investment strategies that optimize portfolio performance
This advertiser has chosen not to accept applicants from your region.
4
Financial Planning & Analysis, Assistant Manager
Ho Chi Minh City
Grab
Posted today
Job Viewed
Job Description
**Job Description**:
**Get to know our Team**:
The Financial Planning & Analysis (FP&A) is responsible for budgeting, forecasting, and analysis that supports major
corporate decisions, including identifying and implementing scenarios, risk and opportunities
**Get to know the Role**:
- Responsible for the forecasting process and steps as well as coordinating input to the forecast with divisions and verticals
- Responsible for building and owning the financial model and templates
- Responsible for delivery of final budget and forecast confirmed with all stakeholders
- Responsible for management reporting and follow up analysis towards budget and forecast
- Part of driving company profitability and growth by analyzing revenues and costs as well as new initiatives and business cases
- Ensuring financial reporting is accurate and is submitted within the deadline set by the group
- Building a strong communication structure, collating relevant information impacting profitability and ensuring awareness of key stakeholders on financial performance
**The day-to-day activities**:
- Work with key stakeholders to gather information for weekly forecast.
- Perform monthly one pager report for Country Head/Vertical/Regional & review with detailed variance analysis
- Liaise with the Reporting (Closing) team to obtain actual figure and then estimate the future performance to provide detailed
- analysis to Country Head/Vertical Head.
- Attend weekly meeting with Vertical operation & marketing division to understand their current promotion and activities to be
- able to forecast results.
- Also at same time manually tracking all expense to make sure Country/Vertical Head get updated spending
- Annually/Quarterly/Monthly budgeting process.
- Take on other areas or initiatives as required.
**The must haves**:
- Bachelor of Business (Finance related) with minimum 6 - 8 years of working experience.
- Preferably a Finance Analyst with 3 to 4 years’ experience in senior leader role.
- Good excel skill for analysis
- Have experience in planning, analysis or budgeting.
- Must be a detailed person
- Able to work independently and drive projects to completion
- Good communication and presentation skills
- Experience in using Cognos will be a plus
**Get to know our Team**:
The Financial Planning & Analysis (FP&A) is responsible for budgeting, forecasting, and analysis that supports major
corporate decisions, including identifying and implementing scenarios, risk and opportunities
**Get to know the Role**:
- Responsible for the forecasting process and steps as well as coordinating input to the forecast with divisions and verticals
- Responsible for building and owning the financial model and templates
- Responsible for delivery of final budget and forecast confirmed with all stakeholders
- Responsible for management reporting and follow up analysis towards budget and forecast
- Part of driving company profitability and growth by analyzing revenues and costs as well as new initiatives and business cases
- Ensuring financial reporting is accurate and is submitted within the deadline set by the group
- Building a strong communication structure, collating relevant information impacting profitability and ensuring awareness of key stakeholders on financial performance
**The day-to-day activities**:
- Work with key stakeholders to gather information for weekly forecast.
- Perform monthly one pager report for Country Head/Vertical/Regional & review with detailed variance analysis
- Liaise with the Reporting (Closing) team to obtain actual figure and then estimate the future performance to provide detailed
- analysis to Country Head/Vertical Head.
- Attend weekly meeting with Vertical operation & marketing division to understand their current promotion and activities to be
- able to forecast results.
- Also at same time manually tracking all expense to make sure Country/Vertical Head get updated spending
- Annually/Quarterly/Monthly budgeting process.
- Take on other areas or initiatives as required.
**The must haves**:
- Bachelor of Business (Finance related) with minimum 6 - 8 years of working experience.
- Preferably a Finance Analyst with 3 to 4 years’ experience in senior leader role.
- Good excel skill for analysis
- Have experience in planning, analysis or budgeting.
- Must be a detailed person
- Able to work independently and drive projects to completion
- Good communication and presentation skills
- Experience in using Cognos will be a plus
This advertiser has chosen not to accept applicants from your region.
5
Financial Planning & Analysis, Assistant Manager
Ho Chi Minh City
Grab
Posted today
Job Viewed
Job Description
**Job Description**:
**Get to know our Team**:
The Financial Planning & Analysis (FP&A) is responsible for budgeting, forecasting, and analysis that supports major
corporate decisions, including identifying and implementing scenarios, risk and opportunities
**Get to know the Role**:
- Responsible for the forecasting process and steps as well as coordinating input to the forecast with divisions and verticals
- Responsible for building and owning the financial model and templates
- Responsible for delivery of final budget and forecast confirmed with all stakeholders
- Responsible for management reporting and follow up analysis towards budget and forecast
- Part of driving company profitability and growth by analyzing revenues and costs as well as new initiatives and business cases
- Ensuring financial reporting is accurate and is submitted within the deadline set by the group
- Building a strong communication structure, collating relevant information impacting profitability and ensuring awareness of key stakeholders on financial performance
**The day-to-day activities**:
- Work with key stakeholders to gather information for weekly forecast.
- Perform monthly one pager report for Country Head/Vertical/Regional & review with detailed variance analysis
- Liaise with the Reporting (Closing) team to obtain actual figure and then estimate the future performance to provide detailed
- analysis to Country Head/Vertical Head.
- Attend weekly meeting with Vertical operation & marketing division to understand their current promotion and activities to be
- able to forecast results.
- Also at same time manually tracking all expense to make sure Country/Vertical Head get updated spending
- Annually/Quarterly/Monthly budgeting process.
- Take on other areas or initiatives as required.
**The must haves**:
- Bachelor of Business (Finance related) with minimum 6 - 8 years of working experience.
- Preferably a Finance Analyst with 3 to 4 years’ experience in senior leader role.
- Good excel skill for analysis
- Have experience in planning, analysis or budgeting.
- Must be a detailed person
- Able to work independently and drive projects to completion
- Good communication and presentation skills
- Experience in using Cognos will be a plus
**Get to know our Team**:
The Financial Planning & Analysis (FP&A) is responsible for budgeting, forecasting, and analysis that supports major
corporate decisions, including identifying and implementing scenarios, risk and opportunities
**Get to know the Role**:
- Responsible for the forecasting process and steps as well as coordinating input to the forecast with divisions and verticals
- Responsible for building and owning the financial model and templates
- Responsible for delivery of final budget and forecast confirmed with all stakeholders
- Responsible for management reporting and follow up analysis towards budget and forecast
- Part of driving company profitability and growth by analyzing revenues and costs as well as new initiatives and business cases
- Ensuring financial reporting is accurate and is submitted within the deadline set by the group
- Building a strong communication structure, collating relevant information impacting profitability and ensuring awareness of key stakeholders on financial performance
**The day-to-day activities**:
- Work with key stakeholders to gather information for weekly forecast.
- Perform monthly one pager report for Country Head/Vertical/Regional & review with detailed variance analysis
- Liaise with the Reporting (Closing) team to obtain actual figure and then estimate the future performance to provide detailed
- analysis to Country Head/Vertical Head.
- Attend weekly meeting with Vertical operation & marketing division to understand their current promotion and activities to be
- able to forecast results.
- Also at same time manually tracking all expense to make sure Country/Vertical Head get updated spending
- Annually/Quarterly/Monthly budgeting process.
- Take on other areas or initiatives as required.
**The must haves**:
- Bachelor of Business (Finance related) with minimum 6 - 8 years of working experience.
- Preferably a Finance Analyst with 3 to 4 years’ experience in senior leader role.
- Good excel skill for analysis
- Have experience in planning, analysis or budgeting.
- Must be a detailed person
- Able to work independently and drive projects to completion
- Good communication and presentation skills
- Experience in using Cognos will be a plus
This advertiser has chosen not to accept applicants from your region.
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