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Cathay United Bank 國泰世華商業銀行
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Cathay United Bank 國泰世華商業銀行
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Cathay United Bank 國泰世華商業銀行
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Category: Financial Advisor
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Corporate Finance (2)
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Financial Advisor (1)
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Project / Product Management (1)
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The employer was active 3 days ago
【國內通路】SFA理財業務主管
1.協助分行管理銷售合規,包含督導轄下人員落實作業準則,銷售前KYC評估,確認銷售商品適妥性,銷售流程控管及售後服務,風險點評估訓練及協調財管爭議案件。 2.運用輔銷工具及演練銷售技巧,對於轄下理專進行培訓輔導,提高理專職達率及分行績效目標。 3.充分運用各項資源,包含總行輔銷及分行客戶資源,協助理專及分行達成績效目標。 4.定期追蹤理專活動量與績效追蹤,高端客戶陪訪與新戶開發。 5.協助分...
理財主管
業務主管
輔銷
【國內通路】SFA理財業務主管
1.協助分行管理銷售合規,包含督導轄下人員落實作業準則,銷售前KYC評估,確認銷售商品適妥性,銷售流程控管及售後服務,風險點評估訓練及協調財管爭議案件。 2.運用輔銷工具及演練銷售技巧,對於轄下理專進行培訓輔導,提高理專職達率及分行績效目標。 3.充分運用各項資源,包含總行輔銷及分行客戶資源,協助理專及分行達成績效目標。 4.定期追蹤理專活動量與績效追蹤,高端客戶陪訪與新戶開發。 5.協助分...
5
・
Full-time
・
Director
台灣
Regular earnings reach NT$40,000
5 years of experience required
Managing 10-15 staff
理財主管
業務主管
輔銷
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1
Banking
> 5000
台灣台北市信義區松仁路7號
http://www.cathaybk.com.tw