【凱基銀行/通路發展處.頂富私人理財部.業務二科】頂富私人理財業務助理兼任松江分行業務專員
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Key details
- Location
- Taiwan
- Work style
- Onsite
- Level
- Mid level
- Job type
- Full-time
- Function
- other
- Focus area
- other
- Posted
- 1w ago
About the role
Join us to build a leading financial company in Asia!
Job Family
業務/銷售/KGIB Sales、 業務銷售-個人金融/Retail Banking (Job Family) (KGIB_SS_RB)Job Description
1.協助理財顧問處理投資商品申購、贖回及相關交易作業
2.檢核交易文件、風險揭露及相關合規文件之完整性
3.製作業績報表、管理報表及簡報資料
4.負責部門行政事務與營運支援工作
5.協助安排客戶會談、接待貴賓及後續服務追蹤
6.配合法遵、風控、後台單位完成相關作業
7.協助部門制度建置與流程優化
8.其他主管交辦事項
Education – Degree / Field of Study
Work Shift
正常工時 (Regular) - 需打卡 (Taiwan)Get jobs like this as soon as they're posted
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