WM-Relationship Manager-Taichung

le contenu du travail

• Identify, originate, develop and maintain Wealth Management client relationships.
• Manage existing and new client relationships in a thoroughly professional manner with the full support of WM management and in line with the professional ethics and guidelines established by WMA from time to time.
• Supervise assistant to achieve better efficiency, more risk control, and promote team spirit and professionalism.
• Direct contribution to BNPP operational permanent control framework.
• Contribute to the implementation of operational permanent control policies and procedures in day-to-day business activities, such as Control Plan.
• Comply with regulatory requirements and internal guidelines.
• Trust and Structure Product Sales Certificates are required需具備信託業務證照,結構型商品, 金融市場常識與職業道德及投信投顧法規
• Relevant experiences in Wealth management, with private banking experience is a plus
• Familiar with financial products
• With clients connections and manage client’s assets and revenues.
• Strong developing and hunting clients abilityStrong developing and hunting clients ability
  
  

Primary Location

TW-TXG-T’ai-chung

Job Type

Standard / Permanent

Job

SALES DEVELOPMENT

Education Level

Bachelor Degree or equivalent (>= 3 years)

Experience Level

At least 7 years