Algemene informatie
Ref #
48322937
Land
Taiwan
Regio
Taipei
Stad
Xinyi District
Contract type
Contract van onbepaalde duur
Beroepsgroep
F01 - SALES DEVELOPMENT
Vereiste ervaring op het terrein
Expert
Beschrijving
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