- Job Detail
General Information
Ref #
12349358
Country
Taiwan
Region
Taipei
City
Taipei
Contract type
Permanent
Professional Family
F01 - SALES DEVELOPMENT
Required experience in the field
Experienced
Description
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