【凱基銀行/通路發展處.富裕客群拓展部.業務拓展五科】富裕客群專員兼任高美館分行業務專員-8
China Development Financial 中華開發金控Taiwan
Posted May 26, 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 to develop new customers, expand customer breadth, and enhance customer recommendations and satisfaction.
Requirements
- Develop new customers
- Expand customer breadth
- Enhance customer recommendations and satisfaction
- Manage potential customers with AUM below 1 million
- Promote Mass customers to become wealth management customers of this bank
- Achieve various financial and non-financial goals