- 台北市, 台灣 台灣
Working Location
Job Description
Responsibilities
負責開發分行客戶並銷售分行客戶理財商品,分析客戶現況及需求,進而瞭解並提供客戶的最適切的服務及產品以滿足分行客戶期待,且持續提供分行客戶最優質服務以維持客戶關係
• 優先理財客戶財富管理服務與諮詢
• 開發新的優先理財客戶
• 深耕既有優先理財客戶, 提供客戶的最適切的理財服務及產品, 達成各項績效指標
• 遵循組織的業務擴展計劃及策略
Selling wealth management products, providing relevant services to customers in branches, as well as branch customer development.
• Developing branch customers and selling wealth management products to customer in branches.
• Analyzing clients existing situation and needs to figure out service and products meeting customer’s expectation.
• Ensuring outserve offering to customer, maintaining well customer relationship and the end-to-end service continuously. Developing customer for branches and profit targets.
• Contribute to the team’s business plans for the expansion of business opportunities in strategic target areas.
Regulatory & Business Conduct
• Display exemplary conduct and live by the Group’s Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
Key stakeholders
• External clients
We're a global bank connecting clients to our differentiated network, offering growth opportunities in the world's most dynamic markets. Our strategy, which combines cross-border capabilities and leading wealth management expertise, helps us deliver our purpose - to drive commerce and prosperity through our unique diversity.
Over our 170-year history, and across a unique geographical footprint connecting Asia, Africa and the Middle East to each other and the world, we've built a bank like no other, with diverse capabilities and partnerships that set us apart.
Visit our careers website to learn more about us: *************
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