台灣今日更新的48個wealth management職缺機會
個職缺
· 頁 1 / 3國際財富管理暨卓越理財事業處運用HSBC個人金融專業與財富管理的能力，提供全面性的世界級個人金融解決方案給上百萬的客戶。驅動全世界各主要市場的成長。此事業處包含個人金融、財富管理、保險與資產管理，透過以客戶為中心的定位，創新有效的通路，將我們客戶的經驗差異化，提供領先市場的個人金融暨財富管理解決方案。 People Responsibility: N Report to: CCSS Senior Team Manager Job content: 提供專業及熱忱的服務，以解決客戶的問題 線上處理客戶銀行相關業務查詢 線上處理客戶帳戶及投資相關交易 維繫客戶關係 處理客戶申訴 藉由與客戶電話互動
HSBCInternational Wealth and Premier Banking (IWPB) is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worl
中國信託商業銀行 Your Career Our Future 工作內容 1. 企業撥薪業務開發與客戶關係維護經營 2. 主導重要客戶業務洽談 、開發資源分配 、跨單位經營合作 3. 延伸業務經營脈絡，跨售法人與個人金融產品與服務 4. 帶領團隊佈局在地經營計劃，達成業務質化與量化目標 5. 團隊人員行為與績效管理暨業務指導、提升團隊目標達成凝聚力 資格條件 1.大學、研究所以上，金融相關科系 2. 必備證照:人身保險、產險、初階授信、外幣非投資保險、信託業務人員、投信投顧合格證、銀行內稽內控 3. 熟PC操作：Excel、PowerPoint、Word、outlook 工作經驗 1.具企業金
渣打銀行Responsibilities The Role Responsibilities Provide relevant financial advisory and banking solutions post analysis of clients portfolios which meet clients’ financial objectives. Ensure outserve offering to customer, maintaining well customer relationship and the end-to-end service continuously. Dev
Business Function: As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realize 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, insuran
Business Function At DBS Taiwan, the TPC Plus segment represents our highest tier of wealth clients, equivalent to the Private Banking segment. We provide a bespoke, one-stop banking experience through our dedicated team of Relationship Managers, Investment Counsellors, and Product Specialists. With
Your role Are you a relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk manager? We’re looking for a client advisor for HNW Taiwan Domestic clients to: build, establish and grow client relationships
Business Function At DBS Taiwan, the TPC Plus segment represents our highest tier of wealth clients, equivalent to the Private Banking segment. We provide a bespoke, one-stop banking experience through our dedicated team of Relationship Managers, Investment Counsellors, and Product Specialists. With
HSBCInternational Wealth and Premier Banking (IWPB) is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worl
Business Function: As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realize 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, insuran
IP&A 部門正在尋找一位具備熱情與實力的 Business Management Support 夥伴，與我們一同打造高效、順暢的理財交易體驗！ 工作內容涵蓋瞬息萬變的市場交易需求，讓您隨時洞悉市場動態；精準的報價、快速的詢價回應，確保每筆交易都完美達成；同時也能透過日常營運 (BAU) 作業，穩固業務基石，是驅動業務運轉的關鍵力量。 我們誠摯歡迎擁有分行理財服務 或 Wealth Management Operation 經驗的人才，加入我們的團隊！ We're seeking passionate and skilled Business Management Support Speci
Product Management: - Develop and execute the strategic roadmap for the high net worth (HNW) affluent credit card portfolio, leading the negotiation and execution of complex commercial agreements with partners, ensuring alignment with DBS's strategic objectives and maximizing value for all stakehold
Branch Business Manager Job Responsibilities: - 行銷管理及業務推展 1)領導及推動總行核訂的行銷策略，以達成分配給分行的整體業績目標。 2)擬定銷售策略及業務計畫以確定及掌握分行特定的商機。 3)有效利用分行的銷售資源，輔導並協助客戶經理進行銷售行為，以達成業績目標。 4)確定員工關注主要銷售活動的先後順序，確保有效的行銷方案成功實施。 5)向業務管理及客戶策略主管反映客户回饋及同業競爭情形並提出建議。 6)確定所有員工依據並完全符合內部政策、標準、準則、規章及主管機關及監理機構所訂定的規章及法規。 - 人才管理及協助招聘 1)透過有效的招聘、資
星展銀行連續 16 年被《環球金融雜誌》評選為「亞洲最安全銀行」。我們具有穩健的財務表現與強大的風險管理能力，致力於提供來行客戶最安全的各項金融交易與財富管理服務。作為銀行風險控管的第一道防線，本部門主要工作職責在於確保分行作業與業務拓展合規，我們誠摯招募有分行稽核、風險控管查核、金融犯罪防治調查等相關經驗的人才加入我們的團隊。 DBS has been recognized as "Asia's Safest Bank" by Global Finance Magazine for 16 consecutive years. With our robust financial perform
渣打銀行Responsibilities The Role Responsibilities Provide relevant financial advisory and banking solutions post analysis of clients portfolios which meet clients’ financial objectives. Ensure outserve offering to customer, maintaining well customer relationship and the end-to-end service continuously. Dev
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep rela
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 deve
國際財富管理暨卓越理財事業處運用HSBC個人金融專業與財富管理的能力，提供全面性的世界級個人金融解決方案給上百萬的客戶。驅動全世界各主要市場的成長。此事業處包含個人金融、財富管理、保險與資產管理，透過以客戶為中心的定位，創新有效的通路，將我們客戶的經驗差異化，提供領先市場的個人金融暨財富管理解決方案。 People Responsibility: N Report to: CCSS Senior Team Manager Job content: 提供專業及熱忱的服務，以解決客戶的問題 線上處理客戶銀行相關業務查詢 線上處理客戶帳戶及投資相關交易 維繫客戶關係 處理客戶申訴 藉由與客戶電話互動
中國信託商業銀行 Your Career Our Future 工作內容 1. 企業撥薪業務開發與客戶關係維護經營 2. 主導重要客戶業務洽談 、開發資源分配 、跨單位經營合作 3. 延伸業務經營脈絡，跨售法人與個人金融產品與服務 4. 帶領團隊佈局在地經營計劃，達成業務質化與量化目標 5. 團隊人員行為與績效管理暨業務指導、提升團隊目標達成凝聚力 資格條件 1.大學、研究所以上，金融相關科系 2. 必備證照:人身保險、產險、初階授信、外幣非投資保險、信託業務人員、投信投顧合格證、銀行內稽內控 3. 熟PC操作：Excel、PowerPoint、Word、outlook 工作經驗 1.具企業金
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, insuranc
國際財富管理暨卓越理財事業處運用HSBC個人金融專業與財富管理的能力，提供全面性的世界級個人金融解決方案給上百萬的客戶。驅動全世界各主要市場的成長。此事業處包含個人金融、財富管理、保險與資產管理，透過以客戶為中心的定位，創新有效的通路，將我們客戶的經驗差異化，提供領先市場的個人金融暨財富管理解決方案。 People Responsibility: N Report to: CCSS Senior Team Manager Job content: 提供專業及熱忱的服務，以解決客戶的問題 線上處理客戶銀行相關業務查詢 線上處理客戶帳戶及投資相關交易 維繫客戶關係 處理客戶申訴 藉由與客戶電話互動
Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realize 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, insuranc
Job Description Asset & Wealth Management Overview A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading asset managers with over $3 trillion in asse
Subscription/Redemption/Switch. To perform distribution process for Trust product dividend / coupon payment. To perform Settlement instruction with Fund House. To prepare regulatory report data for reporting. To perform Corporation event handling. Account entry booking for Investment product. Co-wor
國際財富管理暨卓越理財事業處運用HSBC個人金融專業與財富管理的能力，提供全面性的世界級個人金融解決方案給上百萬的客戶。驅動全世界各主要市場的成長。此事業處包含個人金融、財富管理、保險與資產管理，透過以客戶為中心的定位，創新有效的通路，將我們客戶的經驗差異化，提供領先市場的個人金融暨財富管理解決方案。 People Responsibility: N Report to: CCSS Senior Team Manager Job content: 提供專業及熱忱的服務，以解決客戶的問題 線上處理客戶銀行相關業務查詢 線上處理客戶帳戶及投資相關交易 維繫客戶關係 處理客戶申訴 藉由與客戶電話互動
國際財富管理暨卓越理財事業處運用HSBC個人金融專業與財富管理的能力，提供全面性的世界級個人金融解決方案給上百萬的客戶。驅動全世界各主要市場的成長。此事業處包含個人金融、財富管理、保險與資產管理，透過以客戶為中心的定位，創新有效的通路，將我們客戶的經驗差異化，提供領先市場的個人金融暨財富管理解決方案。 People Responsibility: N Report to: CCSS Senior Team Manager Job content: 提供專業及熱忱的服務，以解決客戶的問題 線上處理客戶銀行相關業務查詢 線上處理客戶帳戶及投資相關交易 維繫客戶關係 處理客戶申訴 藉由與客戶電話互動
尋找台灣主要城市的wealth management職缺