個金_私人銀行客戶關係經理(pb Rm)(全台)

CTBC Holding

Taipei, Taiwan
Base: negotiable; bonus/equity: not specified; ben...
10+ years of work experience
High-net-worth client management
Excel and powerpoint proficiency
The role involves managing and developing high-net-worth clients and solving complex family, corporate, and cross-border issues

Job Summary

  • The role involves managing and developing high-net-worth clients and solving complex family, corporate, and cross-border issues.
  • You will coordinate the use of financial holding resources to meet client needs and enhance relationship development.
  • Candidates with over 5 years of experience in financial products and private banking are preferred.

Matching Summary

The role involves managing and developing high-net-worth clients and solving complex family, corporate, and cross-border issues.

Salary

Base: Negotiable; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • 10+ years of work experience
  • High-net-worth client management
  • Excel and PowerPoint proficiency

Nice-to-have

  • Financial product knowledge
  • Asset management experience
  • Strong client relationship skills

Key Requirements

  • Master's or Bachelor's degree
  • Financial certifications like CFP or CFA
  • 5+ years of financial product knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter