Analyst, Treasures Relationship Manager, Chungshan Branch, Treasures
1 day ago
Job Responsibilities
- 透過卓越的客戶服務及專業的財務解決方案,增加/強化客戶及其家人的財富
- 依據客戶的資產組合/財務需求,提供全方位的理財規劃建議,確保產品的風險在客戶的承受範圍內並使客戶滿意本行的售後服務
- 透過緊密的團隊合作,提供客戶專業、客製化的服務體驗,滿足其所有銀行相關的需求(含銀行一般業務、借貸及投資)
Job Requirements
- 擁有大學學位;商學或財務相關學位優先考慮
- 三年以上銀行業財富管理業務經驗
- 需具以下七張財富管理證照,信託業務人員、人身保險業務員、投資型保險商品業務員、外幣收付之非投資型人身保險資格、投信投顧相關法規、結構型商品銷售人員資格及金融常識與職業道德
- 熟悉個人投資理財商品/服務,如外匯,雙元貨幣...
- 擁有良好的人際互動及溝通技巧
- 擁有強烈的企圖心,渴望成功
- 遵守法紀及銀行合規,並能自我要求者
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