Analyst/Snr Officer, Sales Assistance(ARM), T&D, CBG
Based in Taiwan
Core
Provide administrative and sales support to Relationship Managers to facilitate client acquisition and relationship maintenance.
Role type
Sales Assistance Analyst/Senior Officer
Builds
Client transactions, account openings, and financial portfolio reviews
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Client-facing support, transaction execution, regulatory compliance, product knowledge, problem-solving
Preferred skills
Regulatory licensing, certifications
Responsibilities
Execute client transactions and account openings, address client queries, coordinate with internal teams to resolve service issues, adhere to regulatory requirements