Posted 1 day ago
【凱基銀行/通路發展處.富裕客群暨薪綜拓展管理部.富客拓展七科】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 achieving 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 凱基商業銀行股份有限公司 KGI Bank
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.