凱基銀行/通路發展處.聚富理財業務部.業務一科】頂富私人理財專員-1 - Taiwan

仅限注册会员 Taiwan, 台湾

3周前

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Join us to build a leading financial company in Asia · Job Family · 業務銷售-個人金融/Retail Banking (Job Family) (KGIB_SS_RB)Job Description · 開發銀行高資產客群並提供銀行高資產客戶全方位的理財服務,具備財富管理專業知識並提供客戶完整的財務規劃及客戶服務。 · 1、落實年度業務執行計畫及目標,具獨立拓展與開發業務能力,執行高資產客戶之潛在客源開拓並尋找業務機會。 · 2、熟悉各項金融產品之專業知識,透過財務需求分析/投資檢視深入 ...
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