Relationship Manager
Standard Chartered
Taipei, Taiwan,
6天前

About Standard Chartered

We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.

To us, good performance is about much more than turning a profit. It's about showing how you embody our valued behaviours - do the right thing, better together and never settle - as well as our brand promise, Here for good.

We're committed to promoting equality in the workplace and creating an inclusive and flexible culture - one where everyone can realise their full potential and make a positive contribution to our organisation.

This in turn helps us to provide better support to our broad client base.

The Role Responsibilities

  • 優先理財客戶財富管理服務與諮詢
  • 開發新的優先理財客戶
  • 深耕既有優先理財客戶, 提供客戶的最適切的理財服務及產品, 達成各項績效指標
  • 遵循組織的業務擴展計劃及策略
  • Developing customers for branches, selling wealth management products and providing relevant service to customers in branches.

  • Developing branch customers and selling wealth management products to customer in branches.
  • Analyzing clients existing situation and needs to figure out service and products meeting customer’s expectation.
  • Ensuring outserve offering to customer, maintaining well customer relationship and the end-to-end service continuously.
  • Developing customer for branches and profit targets.

  • Contribute to the team’s business plans for the expansion of business opportunities in strategic target areas.
  • Key Roles and Responsibilities

  • 負責開發分行客戶並銷售分行客戶理財商品 分析客戶現況及需求 進而瞭解並提供客戶的最適切的服務及產品以滿足分行客戶期待 且持續提供分行客戶最優質服務以維持客戶關係
  • Selling wealth management products, providing relevant services to customers in branches, as well as branch customer development.
  • Our Ideal Candidate

  • 三年以上銀行財富管理相關銷售經驗
  • 必備信託業務人員 投信投顧 結構型商品 (衍生性商品) 人身保險證照等4張專業金融證照
  • 另具備外幣收付非投資型 投資型保險商品業務員等專業證照尤佳
  • 個性樂觀積極, 良好的溝通協調能力且抗壓性強
  • 报告这项工作
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