Chinadevelopmentfinancial
【凱基銀行/通路發展處.富裕客群暨薪綜拓展管理部.富客拓展一科】富裕客群專員兼任城東分行業務專員
Skills
1 month ago
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Important information
Contract type:
Permanent
Location:
Taiwan
Work mode:
Onsite
Published on:
24 September 2026
What they need
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)
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