Premier Relationship Manager
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Job Location:
Taipei City - Taiwan
Monthly Salary:
Not Disclosed
Posted on:
18 hours ago
Vacancies:
1 Vacancy
Job Summary
滙豐集團 (HSBC) 宣布超過35億美元拓展亞洲財富管理業務的策略滙豐台灣在未來5年也將以每年數億台幣的投資規模用於擴充財富管理團隊與專業人才的培訓全面升級高資產客群的財富管理客製化服務持續投資數位化平台與強化全球化服務以滿足客戶的多元理財需求等面向讓台灣客戶能享受更優質的金融服務滙豐台灣正著手客戶關係經理投資顧問和財富規劃專家的招募計劃將倍增財富管理團隊規模
國際財富管理暨卓越理財事業處運用滙豐個人金融專業與財富管理的能力提供全面性的世界級個人金融解決方案給上百萬的客戶驅動全世界各主要市場的成長此事業處包含財富管理個人金融保險與資產管理透過以客戶為中心的定位創新有效的通路將我們客戶的經驗差異化提供領先市場的財富管理暨個人金融解決方案
職務內容Job Content
您將負責維護卓越理財客戶關係(HSBC Premier)及開發潛在客戶提供全方位專業財富管理規劃及諮詢滿足客戶多元理財需求- Maintain good relationship with Premier customers and open new accounts
- Provide wealth management and planning as consultant
- Fulfill customers investment needs to growth wealth management business
Skills/Qualification 徵才條件
- 大專以上畢 Bachelor and above degree in related filed- 具備專業銀行財富管理規劃相關經驗Has expertise and proven record in wealth management and planning experience in Banking
- 具備良好溝通及人際互動能力Good command in communication and interpersonal skills
- 抗壓性強樂觀面對挫折Strong resistance to pressure and optimistic characters
- 具強烈企圖心勇於接受挑戰渴望成功Strong ambition Willing to take different challenges Winnerattitude
- 具說服力喜歡與客戶建立關係Persuasive and good at building relationship with others
- 職前必備證照: 須具備信託業業務人員證照外匯業務經辦及覆核人員證照外匯衍生性商品或衍生性金融商品推介工作經辦及相關管理人員證照或其相關經驗證券投資信託事業或證券投資顧問事業業務人員證照人身保險業務員證照人身保險業務員銷售外幣收付非投資型保險商品證照投資型保險商品業務員證照高齡客戶投保權益保障之相關課程 (2小時) 研習證明書
Pre-requite licenses:1) Trust Level 4 2)Foreign exchange business handling and review staff (BIBP) 3)Referral to recommend foreign exchange derivative products or derivative financial products promotion work and related management personnel(SPS) (FDSP) 4)Securities investment trust business or securities investment consulting business personnel (SITE/SICE) 5)LIFE 6)LIFEFX 7)ULINK.
Required Experience:
Manager
Key Skills
- Business Development
- Sales Experience
- Loyalty Marketing
- Portfolio Management
- Wealth Management
- Financial Services
- Algebra
- Territory Management
- Banking
- Relationship Management
- Customer relationship management
- Geometry
About Company
HSBC Holdings plc is a British multinational investment bank and financial services holding company. It was the 7th largest bank in the world by 2018, and the largest in Europe, with total assets of US$2.558 trillion.
