面議(經常性薪資達4萬元或以上) 台北市信義區 5年工作經驗 1天前更新
《Job Duties & Responsibilities》
• Acquire new affluent customers and solicit business opportunities through proactive cross-selling, referrals and personal business connections
• Build strong customer relationships and deliver customer-focused solutions to exceed customer expectations and increase the share of customers‘ wallets
• Align actions to customer needs, identify customer needs through financial need analysis / investment profile review, and offer differentiated solutions of banking and wealth management products / services in line with customers’ changing profile and needs
• Achieve assigned sales and business targets, and maximize contributions to the revenue of DBS Treasures Private Client
• Increase product utilization and penetration by proactively updating customers on the latest product / market information and their account status
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