Analyst, Treasures Relationship Manager, Songren Branch, Treasures & Distribution, Consumer Banking Group
On-siteTaipei, Taiwan, Taiwan
Job Summary
Acquire new affluent customers through cross-selling and referrals, then conduct financial needs analysis to recommend suitable wealth management products and investment solutions. Maintain regular contact with existing clients to deepen relationships, update them on market information and account status, and execute financial transactions while adhering to compliance and regulatory requirements including KYC and anti-money laundering protocols. Provide superior customer service by addressing queries on wealth and treasury products, reflecting customer feedback to management, and collaborating with colleagues to meet team objectives.
Required Qualifications
- At least 3 years' sales experience in consumer banking
- Consistent and proven sales track record in wealth management products
- Knowledge of relevant market competitor landscape (ie. Products, pricing, interest rates, etc)
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