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星展(台灣)商業銀行股份有限公司

FX IC (TS) - 外匯投資顧問 (台中) 誠徵 FX Trader/ Dealer 轉戰服務分行VIP客群 Treasury Specialist, IP&A, CBG

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★星展銀行誠徵外匯投資顧問★

外匯投資顧問專注在外匯與雙元貨幣等境外投資產品,是豐盛理財客戶關係經理與投資理財客戶的最佳夥伴,是豐盛理財的專家角色之一。我們有最強勁的投資理財研究與產品專家團隊,及時提供最新的 House View 與合適的投資產品組合,讓外匯投資顧問團隊能每日能使用最新的資訊與數據,搭配分行豐盛客戶關係經理,提供豐盛理財客戶最能獲利的投資策略與規劃。

星展銀行是亞洲最安全銀行、台灣規模最大的國際型銀行。我們有最完善的薪酬制度與職工福利。歡迎各家金融機構的外匯投資輔銷、資深理財專員轉戰!

1.Provide advisory services on treasury products to Treasures clients to achieve clients and financial objectives.

2. Coach, train and lead sales team (BMs and TRMs) to promote FX/DCI, fulfilling internal and external regulatory requirement.

3. Lead and support sales team to deliver the set revenue target and grow FX/DCI AUM.

4. Perform joint sales call / appointment with RMs when required

5. Drive and grow the FX/DCI business through an effective sales management model.

6. Attend all relevant training/briefings and assist in treasury product development by providing feedback on clients; preferences and needs as well as contributing ideas on how products can be better packaged and retailed to clients.

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