- Detail pozice
Obecná informace
Ref. č.
12349358
Země"
Tchaj-wan
Kraj
Taipei
Město
Taipei
Typ smlouvy
Trvalý
Profesionální rodina
F01 - SALES DEVELOPMENT
Required experience in the field
Zkušený
Popis
Direct Responsibilities
· Meet annual goals / budgets set by manager for self
· Develop existing and new relationships
· Market a full range of Wealth Management products and services in a diversified manner to existing and new clients
· Maintain communications with clients to assess their needs and risk profile, advise on appropriate investment mix
· Cultivate and manage relationships with other areas of the Bank to promote cross-selling
Ensure product documentation including credit facilities is at all times correct and appropriate
· Maintain good level of knowledge of the Bank’s systems and regulatory environment