Job Summary
負責開發分行客戶並銷售分行客戶理財商品，分析客戶現況及需求，進而瞭解並提供客戶的最適切的服務及產品以滿足分行客戶期待，且持續提供分行客戶最優質服務以維持客戶關係
• 優先理財客戶財富管理服務與諮詢
• 開發新的優先理財客戶
• 深耕既有優先理財客戶, 提供客戶的最適切的理財服務及產品, 達成各項績效指標
• 遵循組織的業務擴展計劃及策略
Selling wealth management products, providing relevant services to customers in branches, as well as branch customer development.
• Developing branch customers and selling wealth management products to customer in branches.
• Analyzing clients` existing situation and needs to figure out service and products meeting customer’s expectation.
• Ensuring outserve offering to customer, maintaining well customer relationship and the end-to-end service continuously. Developing customer for branches and profit targets.
• Contribute to the team’s business plans for the expansion of business opportunities in strategic target areas.
Key stakeholders
• External clients
Qualifications
• 三年以上銀行財富管理相關銷售經驗
• 必備專業金融證照如下:
• 金融市場常識與職業道德合格證書
• 信託業務專業測驗合格證書
• 基金類5選1：投信投顧相關法規(含自律規範)/投信投顧相關法規(含職業道德)/投信投顧業務員/證券投資分析人員/證券商高級業務員
• 衍生性5選1：結構型商品銷售人員資格測驗/衍生性金融商品銷售人員資格測驗；【以下證書於105/1/1前取得資格者屬有效 : 美國特許財務分析師(CFA) / 國內之認證理財規劃顧問(CFP)/認證財務顧問師(RFC)】
• 人身保險業務員資格測驗合格證書、人身保險業務員銷售外幣收付非投資型保險商品測驗合格證書、投資型保險商品業務員資格測驗合格證書
• 個性樂觀積極, 良好的溝通協調能力且抗壓性強
Skills and Competencies
• Customer focus 以客戶為中心
• Action Oriented 行動導向
• Collaborates 合作
• Addressing Customer Needs滿足客戶需求
• Regulatory Environment - Financial Services監管環境-金融服務
• Cross - Selling交叉銷售
• Investment Management投資管理
About Standard Chartered
We're a global bank connecting clients to our differentiated network, offering growth opportunities in the world's most dynamic markets. Our strategy, which combines cross-border capabilities and leading wealth management expertise, helps us deliver our purpose - to drive commerce and prosperity through our unique diversity.
Over our 170-year history, and across a unique geographical footprint connecting Asia, Africa and the Middle East to each other and the world, we've built a bank like no other, with diverse capabilities and partnerships that set us apart.
What We Offer
- Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions, and geographies.
- In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
- Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
- Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
- Flexible working options based around home and office locations, with flexible working patterns.
- Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global employee assistance programme, sick leave, mental health first-aiders and self-help toolkits.
- A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual, and digital learning.
Visit our careers website to learn more about us: www.sc.com/careers.
