About this role
【凱基銀行/通路發展處.頂富私人理財部.業務二科】頂富私人理財專員兼任市政分行理財專員 at Cdfh. Location: Taiwan. Role: developing clients, advising clients, managing relationships Requirements: Develop and manage high-net-worth clients, provide comprehensive wealth management and financial planning, maintain product expertise, comply with regulations, and build long-term client relationships. Category: Finance Seniority: Mid Level Commitment: Full Time Workplace: Onsite Languages: Chinese