Private Banking Relationship Manager(台北/高雄)

▌ 職務說明

Client-oriented professional to proactively manage a complex portfolio of clients.
To lead strategic dialogues with clients at a portfolio level through the understanding of specific business requirements .
Through operational risks identification, assessment, mitigation and control, loss identification and reporting,controls the operational risk adequately and in a cost-effective manner.
By understanding client financial needs and the creditability in the market.
To closely monitoring the market trend and loan outstanding to ensure the facilities are properly utilized.

▌ 理想的應徵者

具備良好溝通及人際互動能力
擅於與客戶維持良好關係
大學以上，碩士尤佳
8年以上工作經驗
到職後6個月內需取得執照資格：
1. 信託業業務人員Trust Level 4 (L4)
2. Finance Sense & Ethics (FSE)
3. 外匯衍生性商品或衍生性金融商品推介工作經辦及相關管理人員(SPS)
4. 證券投資信託事業或證券投資顧問事業業務人員(SITE/SICE)
GPAD covered

▌ 福利待遇

聯絡人：Gary Cheng
聯絡電話：+886 2 6623 6788
E-mail：gary.cheng@ucatch.com.tw

▌ 地點

台北市/高雄市

▌ 職缺類型

Private Banking RM

2025.3.25

地點：新北板橋、新竹市區｜薪水：按經驗核定薪資

2025.3.24

地點：台北｜薪水：按經驗核定薪資

2025.3.24

地點：台北｜薪水：按經驗核定薪資