【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
China Development Financial 中華開發金控Taiwan
Posted October 20, 2025
Full Time
About the Company
China Development Financial (CDF) has evolved into a full-fledged business group of four key earnings drivers, from life insurance, banking, securities, to venture capital/private equity. CDF continues its commitment to corporate governance and sustainability and envisions itself a leading financial institution in the Asia Pacific region and beyond.
Job Description
Join us to build a leading financial company in Asia, develop new customers, increase customer breadth, and improve customer recommendation and satisfaction.
Requirements
- Develop new customers, increase customer breadth, and improve customer recommendation and satisfaction.
- Manage 100 million below AUM potential customers, promote Mass customers to high-end wealth management customers, achieve various financial and non-financial targets.
- Complete team and personal business goals (CIF/AUM) and referral goals.