Wealth Product Expert Manager- Investment 財富顧問協理 (全台各分行)

Job Advert Details Wealth and Personal Banking 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 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.This role is to focusing on the implementation of investment product / sales strategies in assigned area. The main functions include the following :

• Working on site to drive investment sales activities for the assigned area to achieve agreed KPI objectives
• Lifting up PRM INV professionalism and productivity through various efforts, including training, coaching, joint calls, seminar, and other communication activities
• The jobholder must be able to work closely with front line to fulfill the needs and to transfer professional skills to PRM / RMs to ensure a balanced growth

5K2025ADVTW Qualifications