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Cdfh

【凱基銀行/通路發展處.富裕客群暨薪綜拓展管理部.富客拓展七科】富裕客群專員兼任城東分行業務專員

城東(銀行)

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hirly's read of this role

Seniority
Mid level
Country
TW
Work mode
On-site / unstated
First seen by hirly
2 Oct 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

Join us to build a leading financial company in Asia!

Job Family

業務管理-個人金融/Retail Banking (Job Family)

Job Description

  • 1.開發新客戶,增加客戶廣度,進而提升客戶對於本行推薦度與滿意度。
  • 2.經營全行100萬以下資產(AUM)之潛力客戶,促成Mass客戶升等為本行財富管理客戶,達成各項財務及非財務目標。
  • 3.完成團隊及個人業務目標(CIF/AUM)及手收轉介目標。

Education – Degree / Field of Study

Work Shift

正常工時 (Regular) - 需打卡 (Taiwan)

Original posting on Cdfh's site ↗

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