卓越理財 資深經理/經理/副理 Premier Relationship Manager

10 hours ago

Taichung City Taichung City, Taiwan HSBC Full time

Brand: HSBC

Area Of Interest
Location:

Taichung, Taipei City, TW, 40758

Work style: Office Worker

Date: 20 Oct 2025

滙豐集團 (HSBC) 宣布超過35億美元拓展亞洲財富管理業務的策略,滙豐(台灣)在未來5年也將以每年數億台幣的投資規模,用於擴充財富管理團隊與專業人才的培訓、全面升級高資產客群的財富管理客製化服務、持續投資數位化平台與強化全球化服務以滿足客戶的多元理財需求等面向,讓台灣客戶能享受更優質的金融服務。滙豐(台灣)正著手客戶關係經理、投資顧問和財富規劃專家的招募,計劃將倍增財富管理團隊規模。

國際財富管理暨卓越理財事業處運用滙豐個人金融專業與財富管理的能力,提供全面性的世界級個人金融解決方案給上百萬的客戶。驅動全世界各主要市場的成長。此事業處包含財富管理、個人金融、保險與資產管理,透過以客戶為中心的定位,創新有效的通路,將我們客戶的經驗差異化,提供領先市場的財富管理暨個人金融解決方案。

【職務內容Job Content】

您將負責維護卓越理財客戶關係(HSBC Premier)及開發潛在客戶,提供全方位專業財富管理規劃及諮詢,滿足客戶多元理財需求- Maintain good relationship with Premier customers and open new accounts

  • Provide wealth management and planning as consultant
  • Fulfill customers' investment needs to growth wealth management business

【Skills/Qualification 徵才條件】

  • 大專以上畢 Bachelor and above degree in related filed- 具備專業銀行財富管理規劃相關經驗 Has expertise and proven record in wealth management and planning experience in Banking
  • 具備良好溝通及人際互動能力 Good command in communication and interpersonal skills
  • 抗壓性強,樂觀面對挫折 Strong resistance to pressure and optimistic characters
  • 具強烈企圖心,勇於接受挑戰,渴望成功 Strong ambition, Willing to take different challenges, Winner attitude
  • 具說服力,喜歡與客戶建立關係 Persuasive and good at building relationship with others
  • 職前必備證照: 須具備信託業業務人員證照、外匯業務經辦及覆核人員證照、外匯衍生性商品或衍生性金融商品推介工作經辦及相關管理人員證照或其相關經驗、證券投資信託事業或證券投資顧問事業業務人員證照、人身保險業務員證照、人身保險業務員銷售外幣收付非投資型保險商品證照、投資型保險商品業務員證照、高齡客戶投保權益保障之相關課程 (2小時) 研習證明書

Pre-requite licenses:1) Trust Level 4, 2)Foreign exchange business handling and review staff (BIBP), 3)Referral to recommend foreign exchange derivative products or derivative financial products promotion work and related management personnel(SPS) (FDSP), 4)Securities investment trust business or securities investment consulting business personnel (SITE/SICE), 5)LIFE, 6)LIFEFX, 7)ULINK.

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