TPC Plus ARM

2 days ago


Taiwan DBS Full time NT$900,000 - NT$1,200,000 per year

首要:協助分行處理客戶的服務需求、風險屬性評估及交易表單文件準備

  • 幫助豐盛客戶取得/填寫所需的表格,協助TRM處理客戶交易之表單準備、解說產品或信託業務如T&C解釋之需求,並協助辦理交易,協助客戶進行風險屬性評估。
  • 回答豐盛客戶有關銀行服務和其目前整體資產狀況之查詢,與客戶建立並維持良好關係
  • TRM不在或忙碌時可協助進行客戶的聯絡或處理客戶所需交易
  • 藉由開發分行既有客戶並透過轉介擴展一般客層的客戶及商機。
  • 依據客戶的財務需求,提供個人理財規劃以及相關投資產品(如定期定額基金與結構型商品SIP)的說明。

其次:在客戶體驗銀行服務促銷方面提供幫助

推廣服務

  • 辨別客戶的需求適當地向客戶介紹銀行產品及新的客戶優惠活動
  • 並將潛在客戶引薦給豐盛理財專員

稽核和合規監控

  • 遵守銀行的政策、標準、營運準則/ 規程、保安和內部控制及合規措施。
  • 遵守政府和金管會制定的規則和規定。

必須符合主管機關相關證照或訓練的要求及規範

  • 金融市場常識與職業道德測驗成績合格證明
  • 信託業務專業測驗合格證書
  • 投信投顧相關法規(含自律規範)測驗成績合格證明
  • 證券投信投顧事業業務員資格測驗
  • 證券商高級業務員資格測驗合格證書

以上 三擇一即可

  • 人身保險業務員資格測驗合格證書
  • 投資型保險業務員資格測驗合格證書
  • 人身保險外幣收付非投資型保險商品測驗合格證明書
  • 結構型商品銷售人員資格測驗證書
  • 提供已完成所有法定規定訓練時數之資訊

(例如:依法令規定衍生性商品教育訓練時數達12小時以上)

證照需求(內規)

NATAS

教育經歷

  1. 大專以上學歷。財經背景尤佳
  2. 較強的服務導向性,具有優秀的人際溝通能力與技巧。
  3. 需取得完成執行交易所需證照


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