•為以Hong Kong, 台灣,中國 and Asia Pacific為主的 individual & corporate客戶推行 “一站式金融解決方案” including but not limited to Investment, Insurance & Wealth Management. •通過各種活動及渠道獲得新客戶 •提升本行的企業及社會形象 •確保工作程序遵守內部指引和外部監管要求
(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.
星展私人銀行致力於為客戶提供一站式全方位銀行業務，並提供最高水準的個人化銀行服務。我們擁有一支專業、經驗豐富的投資顧問團隊，他們能夠在各種資產類別中發掘投資機遇，並採用最佳策略和產品工具來滿足每位客戶的需求。結合星展銀行網絡及與全球機構的合作夥伴關係，我們致力於透過提供高品質、及時和全面的財富管理、投資和金融解決方案，與亞洲地區的私人銀行客戶建立長期關係。 星展私人銀行專門幫客戶管理在香港和新加坡的財富，目標客戶群是銀行資產餘額在2,500萬港幣以上的高淨值人群。客戶經理負責透過向客戶推廣全方位的財富管理產品和服務來推動星展私人客戶業務，績效考評內容包括銷售、服務、客戶成長及客戶維持。 職責 • 透過財務需求分析、規劃確定客戶需求，並透過全方位的銀行和財富管理產品提供適當的解決方案。 • 根據客戶的個人情況提供適當的財富管理產品及服務，並向客戶提示及解釋產品及其相關風險（如有）。 • 定期與客戶保持聯繫，建立和深化客戶關係，減少客戶流失。 • 向客戶提供最新的產品、市場資訊及其帳戶狀況，提高利用率和產品滲透率，並透過投資組合審查和交叉銷售增加客戶的資產規模。 • 解答客戶對財富管理，包括投資和理財產品需求的諮詢。 • 最大化客戶資產和來自資產管理的收入。
1. Acquire new high net-worth customers and solicit business opportunities through proactive cross-selling, referrals and personal business connections 2. Identify customer needs through financial analysis and deliver customer-focused banking and wealth management solutions to enhance customer experience 3. Collaborate with experience product specialists in offering professional advice to meet the customers' investment goals and needs 4. Grow and maximize the revenue potential of this customer group by building strong customer relationships and delivering differentiated solutions
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.
有关电力交易、绿电交易之下列工作任务： 1、负责交易政策研究、收集，配合制定交易策略； 2、负责交易平台监盘、操作，完成中长期、现货交易； 3、负责跟踪市场走势，研判市场价格，开展交易后复盘、对标、总结工作； 4、负责联系售电公司、批发侧用户，完成合同签约绑定工作； 5、市场数据统计：对交易中心的历史逐月成交情况进行统计分析，并对关键指标发展变化规律进行分析与总结 6、完成领导交代的其他工作任务。
職位目的： 開展個人高端業務，管理客戶資產與深化客戶關係。 重要職責/工作內容： 1. 具有客戶基礎，具備香港理財業務經驗尤佳。 2. 需了解全球金融投資工具與香港市場的投資相關規範，協助客戶資產與授信管理。 3. 過往無可歸責之重大缺失與客訴案件。
呃拍謝，搜尋結果好像很少
可以嘗試調整條件、或看看你專屬的推薦工作
需要經驗: - 無經驗可 - 文書處理 (Word, Excel, Power point, keynote)
1、我們主要經營做，家族辦公室(Family Office)。 以一個 "管家" 的身分，為 "家族辦公室(Family Office)打理資產。 2、提供富豪人士提供 家族辦公室(Family Office)資產之服務。 3、服務高淨值人士及中小企業家，亞洲家族財富管理與傳承的傳承方案之需求。 4、符合提供高淨值人士，提供宏觀趨勢之財富管理與傳承解決方案。 5、高淨值人士，在金融機構中，提供: 運營架構、專業培訓、高端營運諮詢方案。 ●主要經理人，有機會大量接觸香港(HK) 、新加坡(SGP)、瑞士(SWS)、英屬維京群島(BVI).. 等地的私人銀行、資產管理公司、家族辦公室(Family Office)和創投等機構，為個人視野與能力提供再升級的平台● ((無底薪、高佣金，年薪可達百萬以上))
1. 負責客戶需求信息的收集，產品報價及樣品需求的提供； 2. 帶領業務團隊服務客戶訂單的需求，实现公司盈利增長和公司的戰略和目標。 3. 負責與公司內部工程及生產單位對接，準確傳達客戶要求的信息、跟進工程及生產對 客戶投訴的處理動態，以及向客戶溝通處理方式和報告進度，提高客戶滿意; 4. 負責訂單交貨後的品質追蹤, 並保持與客戶的良好互動. 5. 負責客戶評估及驗廠的接待. 6. 新產品的開發及打樣跟進 任职要求： 1. 大學,大專及以上學歷，英語、國際貿易、工商管理等相關專業佳； 2. 英語口語流利，能作為工作語言與客戶進行無障礙溝通； 3. 熟悉外貿操作流程，具備貿易領域專業知識，能處理客戶的詢價、樣品信息、訂單進 度、訂單包裝要求等相關信息； 4. 對本工廠的產品熟悉，瞭解生產流程，對產品品質能夠準確作出判斷； 5. 熟悉製造業工廠的運營和管理流程； 6. 樂於接受挑戰，目標和結果導向，抗壓能力強 7. 批判性思維和團隊領導能力 我們提供 1. 有競爭力的工資和福利 2. 彈性工作安排，假期安排 3. 成長和發展的機會 歡迎中高齡就業者
1、品質部管理與工作推進； 2、共同制定公司年度品質方針並推展改善的戰略計劃； 3、負責客戶品質及制程審核，推進公司從品檢站品檢到全員品檢的品質轉型； 4、數據&問題分析及制定改善計劃，協助公司精算品質成本並推動優化； 5、各種品質工具及改善專案的導入推進。
1.市場調查； 2.提供客戶產品技術支援及諮詢； 3.客戶在產品應用發生問題時，與研發部門合作，解決技術性的問題； 4.將前端客戶產品使用上問題，回饋研發部門，提供產品設計上的參考。
1.輔導通路銷售理財及保險商品 2.協助 House View 之執行、收集及分析金融產品市場趨勢、參與篩選產品. 3.執行分行金融商品教育訓練及新人訓並追蹤後續成效. 4.協助分行達成業績目標, 並參與分行及區域的業績作戰策略的擬定及計畫的執行 5.協助各項理財及投資說明會的舉辦 6.協助總行的政策傳遞與執行. 7.客訴的專業面協助