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Asset Management, Contract Extension, Client Onboarding, Analyst (8 months contractor)

Req #: 180030889
Location: Taipei, TPE, TW
Job Category: Relationship Management/Sales
Job Description:

Asset Management, Client Onboarding, Analyst (6 months contractor)

Roles and Responsibilities

1.       開戶及客戶資料維護作業處理

2.       基金作業相關之客戶服務

3.       基金交易及其帳務作業處理

4.       臨櫃客戶需求服務

5.       妥善處理客戶抱怨疑慮

6.       執行與完成主管交辦事項

7.       支援部門內行政相關作業

Qualifications & Competencies

1.  需具備投信投顧業務員證照(資格)或證券高級業務員證照(無照者勿試)

2.  工作經驗1年以上或應屆畢業生

3.  具投信、股務、銀行、外匯、信託等相關工作經驗者優先考慮

4.  認真負責、謹慎細心、學習能力強、溝通能力佳、能承受工作壓力

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