•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.
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
【工作內容】 1. 依公司策略及市場需求，規劃年度行銷計畫與掌控專案進度。 2. 每月定期提報營收數據，進行滾動式的策略建議及成效分析報告。 3. 收集市場訊息，分析趨勢，評估與定義公司產品定位，有效提供團隊所需資訊與支援。 4. 溝通協調跨部門問題，監察新項目的進程。 5. 異業合作、實體活動洽談，與內外部溝通協作角色。 6. 人員培育、考核、相關內勤事務審查。 7. 主管交辦事項。 【能力要求】 1. 相關行銷工作經驗3年以上。 2. 國語、廣東話、英文口說流暢。 3. 熟悉品牌操作經營、行銷活動規劃、開發新型銷售模式。 4. 熟悉數位行銷操作及商務應用(管理社群操作、SEO、廣告投放、文案規劃等 5. 有實體活動(展場、講座)、百貨進櫃洽談經驗者佳。 6.此職務申請者必須持有香港居留證、永久香港身分證。 【個人特質】 1. 具備良好邏輯思考與跨部門溝通協調能力，重視團隊合作以達共同目標。 2. 具備市場洞察能力，且能完整規劃並執行專案。 3. 擁有積極的工作態度、保持學習的彈性、展現高度執行力、具備解決問題的能力。 4. 具備良好的組織及應變能力，面對組織調整能快速應對。 5. 細心、常保愉快的心。 薪資範圍：面議
1.開發潛在客戶，拓展市場，以達成業績目標。 2.定期拜訪客戶與經銷商，維繫穩定客戶關係。 3.負責業務接洽及訂單處理。 4.負責產品報價及產品展示，並處理帳款回收相關事宜。 5.負責業務推展，傳達及說明公司各項業務重大訊息、活動及產品。 6.工作地：上海
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))
任職要求： 1.工作資歷：大專及以上學歷,至少2年連鎖餐飲行業經驗,其中1年以上餐飲管理經驗，並具備管理及教育訓練新員工的能力；大專學歷（能力優秀者可以適當降低學歷,但後期需要學歷進修); 2.工作技能：營運操作、門市人員培訓、基本文書處理能力 3.語言能力：中文、英文 4.其他：抗壓力、適應力強，具有較強的服務意識， 福利待遇： 【上班時間】：8小時/日，周休制，門店以實際排班為准，未休假期依法支付加班費； 【開發津貼】：開發新區域有開發津貼、返鄉補貼； 【培訓升遷】：完善的教育培訓機制與透明的升遷制度； 【員工活動】：年度企業參訪、訓練營、團體聚餐、生日會、中秋活動、年終尾牙； 【休息休假】：5天-12天的帶薪年假、婚假、產假、陪產假、哺乳假、產檢假、喪假、返台假； 【員工福利】：香港強積金，住房補貼（或是過渡期提供宿舍）、飲品卡、育兒津貼、資深調茶大師技能津貼、打烊班津貼、帶店人員生日福利券、首次來中國大陸交通費報銷； 【獎金分紅】：績效獎金、年終紅包、年資服務獎金、結婚禮金、喪葬撫恤金、全球“雪克王大賽”獎勵金。店經理、區域經理以上崗位均享有半年度分紅獎金。
At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges. Shape your Career with Citi We’re currently looking for a high caliber professional to join our team as Relationship Associate - Hybrid based in Taipei Taiwan. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. The Relationship Associate is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Responsibilities: Provide day-to-day client servicing, handle and provide timely resolution to client issues. Validates client data and documentation in relevant systems. Takes the lead to coordinate and follow-up across internal departments to solve client needs. Provides feedback to client related to emerging product needs, competitive practice and ideas on process/product improvement. Analyzes client data and provides reporting as needed. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
1.依照風險評估擬定及執行年度稽核計畫，並對稽核結果提出報告及建議，與追蹤改善事項，以確保內部控制制度之有效執行。 2.對於集團及各子公司(含海外)的經營管理進行查核及比較分析，提出綜效改善的建議。 3.協助管理階層評估、督導內部控制，確保內部控制的有效性，並符合法令規定，以達成公司整體營運目標。 4.須配合海外出差並獨立進行內稽相關作業。 5.主管交辦專案等事項。