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1.協助分行管理銷售合規，包含督導轄下人員落實作業準則，銷售前KYC評估，確認銷售商品適妥性，銷售流程控管及售後服務，風險點評估訓練及協調財管爭議案件。 2.運用輔銷工具及演練銷售技巧，對於轄下理專進行培訓輔導，提高理專職達率及分行績效目標。 3.充分運用各項資源，包含總行輔銷及分行客戶資源，協助理專及分行達成績效目標。 4.定期追蹤理專活動量與績效追蹤，高端客戶陪訪與新戶開發。 5.協助分...
1.協助分行管理銷售合規，包含督導轄下人員落實作業準則，銷售前KYC評估，確認銷售商品適妥性，銷售流程控管及售後服務，風險點評估訓練及協調財管爭議案件。 2.運用輔銷工具及演練銷售技巧，對於轄下理專進行培訓輔導，提高理專職達率及分行績效目標。 3.充分運用各項資源，包含總行輔銷及分行客戶資源，協助理專及分行達成績效目標。 4.定期追蹤理專活動量與績效追蹤，高端客戶陪訪與新戶開發。 5.協助分...