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投資顧問 Specialist_Investment Product (北區/中區/南區)
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企業名
星展(台灣)商業銀行股份有限公司
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工作地點
台北市信義區
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薪資
時薪196~203元
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工作內容
工作職掌:
協助分行舉辦理財說明會、進行每日市場分析與報告,提供即時的資訊給理專。需給予教育訓練,協助理專提升專業,包含:市場/產品等。與分行經理及業務主管合作,進行顧客分析並提供合適的投資理財規劃諮詢,符合客戶需求。提供策略面的專業,協助分行提升分行績效與理專生產力。
Responsibilities:
- IC play the role as the speaker for the small client seminar held at each branch.
- To distribute the market outlook and asset allocation model related knowledge to our existing customers as well prospectors.
- IC should be the trainer of sales people and help on solving all kind of market/product relevant inquiries from sales people.
- Refine the sales trainings via morning update and informal communications with sales people.
- Co-work with BBM and sales lead on the analysis of customer composition, and help BBM/sales lead and sales to develop suitable product/pricing strategy to service the customers at the branch level.
- IC should join call with TRMs to know the customers needs, advice suitable product and fulfill customer needs.
- Help in writing the market outlook/product related materials for the purpose of sales training and role plays.
- Help to promote and educate the DBS-Morning Star asset allocation model to TRMs and clients.
- Responsible for the feedback of voice and requirements to CIIP research team and product teams.
- Develop strategies to help TRM to acquire new customers and to acquire new money.
星展(台灣)商業銀行股份有限公司-使用1111轉職專區
https://central1111.com.tw/turn/