凱基人壽保險股份有限公司 KGI Life Insurance Co., Ltd
【凱基銀行/通路發展處.頂富私人理財部.業務三科】頂富私人理財專員兼任高雄分行理財專員
Skills
2 months ago
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Important information
Contract type:
Permanent
Work mode:
Onsite
Published on:
7 August 2026
What they need
Join us to build a leading financial company in Asia!
Job Family
業務銷售-個人金融/Retail Banking (Job Family) (KGIB_SS_RB)
Job Description
開發銀行高資產客群並提供銀行高資產客戶全方位的理財服務，具備財富管理專業知識並提供客戶完整的財務規劃及客戶服務。
1、落實年度業務執行計畫及目標，具獨立拓展與開發業務能力，執行高資產客戶之潛在客源開拓並尋找業務機會。
2、熟悉各項金融產品之專業知識，透過財務需求分析/投資檢視深入了解客戶整體需求，提供以高資產客戶為中心的全方位財務解決方案。 3、建立緊密的客戶關係，根據客戶需求提供差異化的銀行和財富管理服務體驗，提升客戶與銀行的往來黏著度。
4、定期審視客戶資產配置組合，依據投資交易策略提供客戶建議，主動向客戶更新符合客戶需求的產品/市場資訊及並提升客戶產品滲透率 5、遵守相關法令規範，並確保相關開戶/交易文件之及時性及正確性
Education – Degree / Field of Study
Work Shift
正常工時 (Regular) - 需打卡 (Taiwan)
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