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Universal Service Banker 分行理財服務全方位櫃員 Taipei

Citi

Citi Taipei Taiwan

2 months ago

Job: Retail Banking

Primary Location: Asia-Taiwan-Tainan

Schedule: Full-time

Employee Status: Permanent

Posting Date: 10/Jan/2023, 5:36:23 AM

Unposting Date: Ongoing

Role Responsibilities
• To cross-sell Structured Products and Bond to high net worth clients referred by retail bank relationship managers.
• To evaluate clients risk appetite, investment preference and return expectations with RM after referral.
• To provide market update on a daily basis, execute transactions for retail clients.
• To conduct client seminars in assisting RM to identify clients with treasury products investment need.
• Compliance with all regulations and controls set by the bank or external regulators.

Our Ideal Candidate
• To cross-sell Structured Products and Bond to high net worth clients referred by retail bank relationship managers.
• To evaluate clients risk appetite, investment preference and return expectations with RM after referral.
• To provide market update on a daily basis, execute... transactions for retail clients.
• To conduct client seminars in assisting RM to identify clients with treasury products investment need.
• Compliance with all regulations and controls set by the bank or external regulators.
• 結構型商品銷售人員證或衍生性金融商品銷售人員證照 Structure product license.
• 金融常識與道德(效期內) Financial Knowledge and Ethic.
• 信託相關證照 (Trust License).

Role Specific Technical Competencies
• Addressing Customer Needs
• Customer Experience Management
• Cross-Selling
• Effective Communication

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 160 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents. And we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we:
• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Be better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations
• Time-off including annual, parental/maternity (20 weeks), sabbatical (12 weeks maximum) and volunteering leave (3 days), along with with minimum global standards for annual and public holiday, which is combined to 30 days minimum
• Flexible working options based around home and office locations, with flexible working patterns
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

Recruitment assessments - some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.

Visit our careers website www.sc.com/careers
Taipei Taiwan

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