- 工作資訊
一般資訊
參考#
12349358
國家
臺灣
地區
Taipei
城市
Taipei
合約類型
永久
專業類型
F01 - SALES DEVELOPMENT
在此領域上需要的經驗
我擁有扎實的專業經驗，我正在尋找一個可以進一步發展個人職業生涯，並繼續提昇技能的職位。
描述
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