Posted 14 months ago
【凱基銀行/通路發展處.富裕客群拓展部.業務拓展七科】富裕客群專員兼任城東分行業務專員
城東(銀行)On-siteFull-time
AI Summary
Develops new clients and manages relationships for high-net-worth individuals, promoting Mass clients to wealth management clients and meeting sales and referral targets.
About this role
Join us to build a leading financial company in Asia!
Job Family
業務管理-個人金融/Retail Banking (Job Family)Job Description
1.開發新客戶，增加客戶廣度，進而提升客戶對於本行推薦度與滿意度。
2.經營全行100萬以下資產(AUM)之潛力客戶，促成Mass客戶升等為本行財富管理客戶，達成各項財務及非財務目標。
3.完成團隊及個人業務目標(CIF/AUM)及手收轉介目標。
Education – Degree / Field of Study
Work Shift
正常工時 (Regular) - 需打卡 (Taiwan)Skills
AUMCIFClient AcquisitionFinancial ProductsKYCReferral ManagementRelationship ManagementRetail BankingSales TargetsWealth Management
Explore related jobs
More jobs at 凱基人壽保險股份有限公司 KGI Life Insurance Co., Ltd
Similar Wealth Management jobs
Browse these categories
Market data for this role
All reports →- SeriesRole reportsOne role family at a time: how many openings, what changed this week, who is hiring, what it pays.
- SeriesSalary reportsWhat employers publish in job postings, by level and workplace. Not self-reported pay.
- Market overviewState of tech hiring, September 2026: up 4.8%Tech hiring rose 4.8% month over month in September 2026, with 411,122 new listings. Customer support and account executive roles led the growth.