Posted 2 months ago
【凱基銀行/通路發展處.頂富私人理財部.業務一科】分行助理作業主管凱基人壽保險股份有限公司 KGI Life Insurance Co.
【凱基銀行/通路發展處.頂富私人理財部.業務一科】分行助理作業主管
凱基金控總部/ KGIFH BuildingOn-siteFull-time
AI Summary
Manages daily branch operations and service quality, oversees tellers, ensures regulatory compliance, and supports sales and risk management for a private banking branch.
About this role
Join us to build a leading financial company in Asia!
Job Family
業務支援-個人金融/Retail Banking (Job Family) (KGIB_SP_RB)Job Description
1.管理分行日常臨櫃作業並提升作業品質，管控內外部風險。
2.提供客戶優質服務，維護並深耕分行客戶往來關係，提升客戶滿意度。
3.協助分行達成並提升協銷目標。
4.督導分行櫃員，確保員工了解並遵守規範執行業務。
【證照需求】
1.內稽內控
2.信託管理人員
3.外匯證照或外匯資歷認證
4.投信投顧法規或可取代此張證照者
5.結構型商品/衍生性金融商品
6.人身保險
7.投資型保險
8.外幣非投資型保單
9.證券營業員或可取代此張證照者
Education – Degree / Field of Study
Work Shift
正常工時 (Regular) - 需打卡 (Taiwan)Skills
人身保險信託管理內稽內控分行作業管理協銷目標管理外匯證照外幣非投資型保單客戶關係管理投信投顧法規投資型保險結構型商品衍生性金融商品規範合規證券營業員風險管控
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