投資專家 Investment Specialist

☞ CTBC Bank

전망: 171

갱신일: 05-11-2024

위치: Nangang District Taipei City

범주: 금융 / 은행 / 재고

산업: Banking Investment Banking

수평: Mid-Senior level

직업 종류: Full-time

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작업 내용

【Job Location】

台北南港

Nangang District, Taipei City, Taiwan

【Job Responsibilities】

  • 與PB RM共同服務客戶，提供客戶以投資為主體的規畫建議專業服務。
  • 提供客製化投資服務及產品諮詢建議。
  • Support PB Relationship Managers to identify client’s investment needs, provide investment strategies to achieve financial goals.
  • Provide investment products analysis and recommendation.

    • 【Qualifications】

  • 金融專業資歷10年以上，具私銀客戶服務經驗。
  • 具 Capital Market 領域專長，如證券投資組合建構、衍生性產品實務經驗、 TMU單位經驗等。
  • 溝通表達說服能力及團隊合作。
  • Minimum 10+ years of Wealth Management related working experience. Private banking service experience required.
  • Expertise in capital market, portfolio construction, extensive experience in derivative operation and TMU , etc.
  • Good communication skills and teamwork.
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    마감 시간: 20-12-2024

    무료 후보 신청 클릭

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