WM_Relationship Manager

BNP Paribas

  • Taipei City
  • Permanent
  • Full-time
  • 2 months ago
Direct Responsibilities· Meet annual goals / budgets set by manager for self· Develop existing and new relationships· Market a full range of Wealth Management products and services in a diversified manner to existing and new clients· Maintain communications with clients to assess their needs and risk profile, advise on appropriate investment mix· Cultivate and manage relationships with other areas of the Bank to promote cross-selling
Ensure product documentation including credit facilities is at all times correct and appropriate· Maintain good level of knowledge of the Bank’s systems and regulatory environment

BNP Paribas