Private Banking RM Team Head(台北)

▌ 職務說明

Oversees the team’s KPIs, including profitability, the mix of transactional vs. recurring revenue, and net new money (inflows and outflows).
Acts as a proactive sales coach for the team, ensuring alignment with the Bank’s strategy, communicating high-impact ideas, and maintaining pricing discipline.
Ensures a steady operational rhythm with regular team meetings and one-on-one sessions with Relationship Managers (RMs), fostering transparent communication.
Supports and empowers the team to identify, acquire, and onboard new clients through a structured sales process, enhances the wallet share and revenue from existing clients, and collaborates with RMs to create detailed 6–12-month client action plans.

▌ 理想的應徵者

▌ 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

▌ 職缺類型

Private Banking RM Team Head(台北)

2025.9.2

地點：台北｜年資：相關經驗15年以上｜薪水：按經驗核定薪資

2025.9.2

地點：台北｜年資：現職投信海外股票基金經理人2年以上｜薪水：按經驗核定薪資

2025.9.2

地點：台中｜年資：2年以上｜薪水：按經驗核定薪資