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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