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Wealth Management_Relationship Manager (Kaohsiung)

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Wealth Management_Relationship Manager (Kaohsiung)

  • Permanent
  • Full time
  • Kaohsiung City, Kaohsiung City, Taiwan
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Job type
Permanent
Schedule
Full time
Location
Kaohsiung City, Kaohsiung City, Taiwan
Level of experience
I am an experienced professional
Reference
48322936
Brand
BNP Paribas Wealth Management
Job Function
Business Development
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Last update 21.01.2025

Direct Responsibilities

·        Meet annual goals / budgets set by manager for self

·        Develop existing and new relationships

·        Market a full range of Wealth Management products and services in a diversified manner to existing and new clients

·        Maintain communications with clients to assess their needs and risk profile, advise on appropriate investment mix

·        Cultivate and manage relationships with other areas of the Bank to promote cross-selling
Ensure product documentation including credit facilities is at all times correct and appropriate

·        Maintain good level of knowledge of the Bank’s systems and regulatory environment


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