
Wealth Management_Relationship Manager (Taipei)
January 21, 2025
Wealth Management_Relationship Manager (Taipei)
Reference48322937
- Permanent
- TW-Taipei-Xinyi District
- SALES DEVELOPMENT
Direct Responsibilities
· Meet annual goals / budgets set by manager for self
· Develop existing and new relationships
· Market a full range of Wealth Management products and services in a diversified manner to existing and new clients
· Maintain communications with clients to assess their needs and risk profile, advise on appropriate investment mix
· Cultivate and manage relationships with other areas of the Bank to promote cross-selling
Ensure product documentation including credit facilities is at all times correct and appropriate
· Maintain good level of knowledge of the Bank’s systems and regulatory environment
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