Wealth Management Relationship Manager

Bank SinoPac

Job Responsibilities:

  • Provide the full suite of wealth management and banking services to clients
  • Explore and develop long-term banking relationships with clients
  • Monitor clients’ portfolios on a regular basis to identify additional business opportunities and revenue growth potential
  • Appropriately map and provide suitable investment products & services to meeting existing and prospective clients’ needs, including but not limited to the provision of investment, insurance and other bank products
  • Ensure all work activities are adhered to compliance requirements as defined in bank policies and procedures and regulatory requirements

Job Requirements:

  • Degree holder of Business, Finance or related discipline
  • Minimum 5 years’ relevant experience in banking with at least 3 years of wealth management experience
  • Qualified individual to carry out regulated activities (Type 1)
  • Fluent in both spoken and written English and Mandarin 
更多工作資料
薪酬 薪金面議
工種
  • 銀行 ‧ 金融服務 - 訂單處理 · 運作 · 結算
  • 銀行 ‧ 金融服務 - 顧客服務 · 關係管理
  • 銀行 ‧ 金融服務 - 一般 · 其他
僱用形式
  • 全職
  • 長期
教育程度
  • 學士

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