Company :  
Investment & Banking
Position :  
(Wealth Management) Senior Treasures Relationship Manager
Salary / Perks :  
Foreign Bank's AVP/Manager Level
Location :  
Taipei
Experience :  
At least 6 years
Job Detail :  
  • Grow and strengthen the wealth of high net-worth individuals and their families 
  • Provide a differentiated suite of financial analysis and advise to meet the investment needs and objectives of this group of sophisticated clients
  • Partner with an experienced team of product specialists, and with support from teams of innovative treasury sales and dedicated administrative staff members, offer expert guidance on customized solutions to customers, and provide them with professional service for all their banking, borrowing and investment needs
  • 提供客戶服務及專業的財務解決方案，增加/強化客戶及其家人的財富
  • 依據客戶的資產組合/財務需求，提供全方位的理財規劃建議，確保產品的風險在客戶的承受範圍內並使客戶滿意本行的售後服務
  • 透過緊密的團隊合作，提供客戶專業、客製化的服務體驗，滿足其所有銀行相關的需求(含銀行一般業務、借貸及投資)

 

 
Certification Request :  

人身保險業務員 、投資型保險商品業務員 、外幣收付之非投資型人身保險資格證照 、信託業業務人員信託業務專業測驗(信託法規乙科) 、結構型商品銷售人員資格測驗 、金融市場常識與職業道德 、投信投顧相關法規（含自律規範）

 
Additional requirement :  

 

  • Bachelor Degree and above Finance related will be a plus
  • Tertiary qualification with 6 years' WM experience and consistent sales performance in banking field 
  • 6 WM licenses are must, as listed in Chinese below
  • Have a good understanding of other personal investment product/services, e.g. FX, DCI…
  • Focused, disciplined and exhibit high personal standards
  • 擁有大學學位；商學或財務相關學位優先考慮
  • 六年以上銀行業財富管理業務經驗
  • 需具六張財富管理證照
  • 熟悉個人投資理財商品/服務，如外匯，雙元貨幣
  • 遵守法紀及銀行合規，並能自我要求者 
Contact information :  

[email protected] / 0912-000040