Informação geral
Ref #
48322937
País
Taiwan
Região
Taipei
Cidade
Xinyi District
Tipo de contrato
Contrato Permanente
Família profissional
F01 - SALES DEVELOPMENT
Experiência exigida na área
Profissional com Experiência
Descrição
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