Senior Associate, Investment Consultant, IP&A, Consumer Banking Group - Taiwan

仅限注册会员 Taiwan, 台湾

20小时前

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投資顧問團隊是財富管理團隊的專家角色。主要工作職責包含: · 協助分行舉辦理財說明會、進行每日市場分析與報告,提供即時的資訊給理專。需給予教育訓練,協助理專提升專業,包含:市場/產品等。與分行經理及業務主管合作,進行顧客分析並提供合適的投資理財規劃諮詢,符合客戶需求。提供策略面的專業,協助分行提升分行績效與理專生產力。 · Key Role Responsibilities · l   IC play the role as the speaker for the small client seminar held at each branch. · ...
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