WM_Relationship Manager

☞ BNP Paribas

View: 106

Update day: 05-11-2024

Location: Zhonghe District New Taipei City

Category: Sales

Industry: Banking

Position: Mid-Senior level

Job type: Full-time

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Job content

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
Primary Location

TW-TXG-T’ai-chung

Job Type

Standard / Permanent

Job

CUSTOMER RELATIONSHIP MANAGEMENT

Education Level

Post-secondary non-tertiary education / A levels

Experience Level

At least 10 years
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Deadline: 20-12-2024

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