Saltar para conteúdo
  • Detalhe de posição

Informação Geral

Referência
12349358
País
Taiwan
Região
Taipei
Cidade
Taipei
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