年後轉職工作推薦

  • 豐盛理財客户經理(大灣區)_個人銀行集團和財富管理

  • 企業名 星展(台灣)商業銀行股份有限公司
  • 工作地點 東北亞香港
  • 薪資 面議(經常性薪資達4萬元或以上)0~0元
  • 工作內容 公司部門簡介 作為亞洲領先的銀行,我們個人銀行集團致力幫助客戶實現夢想和抱負。作為消費銀行業務的市場領導者,我們擁有全方位的產品和服務,包括存款、投資、保險、按揭、信用卡和個人貸款,以幫助我們的客戶在每個人生階段實現他們的夢想和願望。 主要職責 • 通過交叉銷售、推薦、個人業務聯繫等方式獲得新的富裕客戶並尋求商機 • 根據客戶的情況提供合適的理財產品/服務,向客戶推廣和解釋產品及其相關風險 • 通過財務需求分析/規劃確定客戶需求,並為廣泛的銀行,保險和投資產品(例如投資概況審查,投資組合管理)提供適當的解決方案 • 向客戶更新最新的產品/市場信息及其帳戶狀態,以提高利用率和產品滲透率,並通過 投資組合審查和交叉銷售增加客戶錢包的份額 • 遵守合規和監管要求以及行為準則,特別是適用於銷售過程的要求和行為準則,即銷售人員的許可和健身與適當性,KYC (Know Your Customer),FNA (Financial Needs Analysis),PDPO (Personal Data Privacy Ordinance) 反洗錢和文件完整性在用戶口開立和每筆交易中 • 遵守銀行的政策、標準、操作指引/程序、保安及內部監控措施。對跨境營銷規則保持敏感和熟悉
  • 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/
應徵
工作適配度%

登入 後即可查看

根據履歷表的填寫狀況,智慧分析您與工作的適配程度。

5/14

  • Treasures Relationship Manager, GBA & Taiwan District, Consumer

  • 企業名 星展(台灣)商業銀行股份有限公司
  • 工作地點 東北亞香港
  • 薪資 面議(經常性薪資達4萬元或以上)0~0元
  • 工作內容 Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you. Responsibilities Acquire new affluent customers and solicit business opportunities from GBA & Taiwan markets Ensure the onboarding journey of new customer is smooth Identify customer needs through discreet financial needs analysis and planning Provide appropriate solutions and personalized service on a broad range of banking, insurance & investment products Make cross referral of other consumer banking products to meet customers’ investment goals and needs Grow and maximize the revenue potential of these segment customers by building strong customer relationships and delivering differentiated solutions Manage operational risk, observe relevant policies or guidelines and fulfil compliance requirements Please check out our recruitment video https://youtu.be/V3CugJScPwA for more information.
  • 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/
應徵
工作適配度%

登入 後即可查看

根據履歷表的填寫狀況,智慧分析您與工作的適配程度。

5/14

  • DBS HK- Treasures Relationship Manager

  • 企業名 星展(台灣)商業銀行股份有限公司
  • 工作地點 東北亞香港
  • 薪資 面議(經常性薪資達4萬元或以上)0~0元
  • 工作內容 (A) Promotion of Financial Planning Services and Wealth Mgt Products 1) Acquire new affluent customers and solicit business opportunities through cross selling, referral, personal business connections, etc. 2) Identify customer needs through financial needs analysis / planning and provide appropriate solutions on a broad range of banking, insurance & investment products (e.g. investment profile review, portfolio mgt.). 3) Offer suitable wealth management products/services in accordance with the customers’ profile, promote and explain the products & their associated risks, if any, to the customers. 4) Attend to customers’ queries on wealth management incl. investment & treasury products needs. 5) Perform CRM call activities in line with Relationship Management Model and other sales-related duties as assigned by DBS Treasures Centre Manager &/or Branch Manager. 6) Responsible for meeting all sales and business targets assigned so as to ensure maximum contribution to the revenue of DBS Treasures. 7) Perform RI regulated activities and TR insurance activities 8) Attend all relevant training and briefings and reflect customer feedback & competitive situation and recommend suggestions to DBS Treasures Centre Manager &/or Branch Manager. (B) Relationship Building and Account Servicing 1) Maintain regular contact with existing customers to build & deepen relationship and reduce attrition. 2) Update customers on the latest product/market information and their account status to increase utilization & product penetration and increase share of customer’s wallets through portfolio review and cross selling. 3) Handle enquiries and execute financial transactions/orders & operations for customers. 4) Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers’ queries. 5) Make cross referral of other consumer banking products to the appropriate staff for follow-up. (C) Customer Experience Management 1) Provide superior customer service and professional financial solutions through discreet financial needs analysis / planning that satisfies customers’ changing financial needs. 2) Achieve and exceed the service standards set by the Bank. 3) Conduct regular business trips to deepen relationship with offshore clients (D) Audit and Compliance Control 1) Adhere to bank’s policies, standards, operations guidelines/ procedures, security and internal control measures. 2) Comply with the compliance and regulatory requirements and code of conduct, particularly those applicable to the course of selling, i.e. sales staff’s licensing and fitness & properness, KYC, FNA, PDPO anti-money laundering & documentation completeness in a/c opening & in each deal. 3) Comply with the registered capacity as well as any conditions imposed by the HKMA. This includes compliance with the applicable requirements of the Code of Conduct for Persons Licensed by or Registered with the SFC. 4) Compliance with Cross-border Marketing and Sales Policy and Standard. (E) Teamwork 1) Work hand in hand with fellow colleagues and working partners to ensure that all objectives of the team are met and there is team harmony and unity.
  • 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/
應徵
工作適配度%

登入 後即可查看

根據履歷表的填寫狀況,智慧分析您與工作的適配程度。

5/14

  • [高薪]超音波技術員 Diagnostic Medical Sonographer

    交通補助住宿福利

  • 企業名 美邦醫學體檢中心
  • 工作地點 東北亞香港
  • 薪資 年薪1600000~2400000元
  • 工作內容 執行超音波檢查: 頸動脈,甲狀腺,乳房及腹部。超音波報告及說明。歡迎有超音波檢查經驗人士申請, 包括醫師,護理師,醫事放射師及其他醫療從業人員, 履歷表內必須註明會檢查的身體部位。 *必須有醫學超音波實質經驗或完成〝中華民國醫用超音波協會〝相關訓練*
  • 美邦醫學體檢中心-使用1111轉職專區 https://central1111.com.tw/turn/
應徵
工作適配度%

登入 後即可查看

根據履歷表的填寫狀況,智慧分析您與工作的適配程度。

5/14

  • 【香港擴大徵才】業務部助理顧問AC(香港)

    員工旅遊員工聚餐

  • 企業名 大都會國際移民集團
  • 工作地點 東北亞香港
  • 薪資 年薪1600000~2400000元
  • 工作內容 1. 協助確認客戶的需求及提供報價等相關處理,於有效時間內回覆客戶 2. 負責部門相關文件之整理,建檔以及追蹤 3. 顧客聯絡資料整理 4. 協助業務人員處理移民相關之行政作業 5. 定期提供業績報表,供業務人員或部門主管參考 6. 完成主管交辦事宜或部門後勤支援
  • 大都會國際移民集團-使用1111轉職專區 https://central1111.com.tw/turn/
應徵
工作適配度%

登入 後即可查看

根據履歷表的填寫狀況,智慧分析您與工作的適配程度。

5/11

應徵
工作適配度%

登入 後即可查看

根據履歷表的填寫狀況,智慧分析您與工作的適配程度。

5/11

  • 客戶關係經理 Relationship Manager_知名證券公司 (3008061)

  • 企業名 Accurate愛客獵股份有限公司(1111 高階獵才)
  • 工作地點 東北亞香港
  • 薪資 年薪1600000~2400000元
  • 工作內容 職責要求 1. 負責客戶開發、開戶及客戶關係管理 2. 諮詢和規劃客戶的資產配置和交易服務 3. 回答客戶有關證券和其他投資產品交易的諮詢 4. 處理客戶訂單 5. 達成業績目標 任職資格 1.3年以上金融業相關工作經驗且具客戶資源人士 a). 理財產品銷售專員 (包括各 OTC產品如 :債券、基金、 ELN、 ELI等 ) b). 股票業務銷售專員 (港股、美股、滬 /深股、台股 ) c). 保險業務銷售專員 d). 各大銀行業務人員 e). 各大中資 /台資金融機構業務通才 2. 優秀的人際溝通和溝通能力 3. 對金融和投資有濃厚的興趣 4. 積極的態度和良好的個人發展意識
  • Accurate愛客獵股份有限公司(1111 高階獵才)-使用1111轉職專區 https://central1111.com.tw/turn/
應徵
工作適配度%

登入 後即可查看

根據履歷表的填寫狀況,智慧分析您與工作的適配程度。

4/19