Associate Vice President, Treasures Private Client Relationship Manager, Consumer Banking Group Greater Taipei, Taiwan Area
About the Role
Greater Taipei, Taiwan Area (On-site)(Taipei, Taiwan)
The Company is seeking an Associate Vice President for a Treasures Private Client Relationship Manager role within its Consumer Banking Group. The successful candidate will be responsible for managing and growing a portfolio of high-net-worth clients, delivering personalized wealth management services, and providing comprehensive financial advisory and asset allocation solutions. This includes tailoring investment, insurance, and treasury products to meet the clients' financial goals. The role also involves achieving business and revenue targets through proactive relationship management, client acquisition, and portfolio growth, as well as ensuring strict adherence to regulatory requirements and internal bank policies. Applicants must have a Bachelor’s degree or equivalent professional qualification in finance, business, or a related discipline, with a proven track record in wealth management and relationship management. A deep understanding of financial markets, investment products, asset allocation strategies, and relevant regulatory certifications for financial advisory and investment sales are essential. The role requires strong interpersonal, communication, presentation, and negotiation skills, as well as the ability to build and maintain trust and rapport with affluent clients. The ideal candidate will be adept at problem-solving, decision-making, and have the ability to provide timely and accurate market insights to clients.
Functions:
- Sales/Revenue
About the Company
Multinational banking and financial services corporation
Industry
Banking
Type
Public Company (D05)
Age
employees
10,001+