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)
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